← Top Holdings

MLMMartin Marietta Materials

CUSIP: 573284106

2

Guru Owners

$478.1M

Total Value Held

767,887

Total Shares

$452.4M
4.77%
$25.7M
1.52%

📊 Fundamentals

Market Cap$36.8B
P/E Ratio37.3x
Above market avg
Forward P/E25.9x
EPS (TTM)$16.35
Revenue (TTM)$6.2B
Profit Margin18.49%
Div Yield0.54%
Beta1.15

52-Week Range

$441.95
$710.97

Current: $609.99

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 37.3x trailing earnings → 25.9x forward · 18.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$133.9M$267.9M$401.8M$535.8MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $478.1M
INCREASEDTom Russo$452.4M
SOLDRay Dalio
Q3 '253 owners · $460.5M
REDUCEDTom Russo$433.3M
NEWRay Dalio$1.2M
Q2 '252 owners · $413.9M
REDUCEDTom Russo$391.3M
SOLDJohn Armitage
Q1 '253 owners · $440.3M
INCREASEDTom Russo$341.5M
REDUCEDJohn Armitage$79.1M
INCREASEDWallace Weitz$19.7M
Q4 '243 owners · $428.7M
REDUCEDTom Russo$365.2M
INCREASEDJohn Armitage$42.5M
Q3 '243 owners · $535.8M
REDUCEDTom Russo$403.7M
NEWJohn Armitage$110.2M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
8%analyst est. 7.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
5.0%current: -11.6%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

MLM: Held by 2 superinvestors · 24 congress member trades

BUYApril McClain DelaneyD
$1,001 - $15,0002025-12-02
BUYRo KhannaD
$1,001 - $15,0002025-11-03
SELLRo KhannaD
$1,001 - $15,0002025-10-28
SELLMichael McCaulR
$1,001 - $15,0002025-10-27
SELLMichael McCaulR
$1,001 - $15,0002025-08-21
SELLRo KhannaD
$1,001 - $15,0002025-08-06
SELLApril McClain DelaneyD
$1,001 - $15,0002025-08-01
SELLMichael McCaulR
$1,001 - $15,0002025-06-16
SELLLisa McClainR
$1,001 - $15,0002025-06-10
SELLRo KhannaD
$1,001 - $15,0002025-04-23
SELLRo KhannaD
$1,001 - $15,0002025-03-24
BUYMichael McCaulR
$15,001 - $50,0002025-03-17
SELLRo KhannaD
$1,001 - $15,0002025-03-14
SELLRo KhannaD
$1,001 - $15,0002025-03-06
SELLRo KhannaD
$1,001 - $15,0002025-02-25
BUYRo KhannaD
$1,001 - $15,0002025-02-19
BUYRo KhannaD
$1,001 - $15,0002025-01-22
SELLRo KhannaD
$1,001 - $15,0002025-01-17
BUYRo KhannaD
$1,001 - $15,0002025-01-07
BUYLisa McClainR
$1,001 - $15,0002024-12-11