← Top Holdings

MLMMartin Marietta Materials

CUSIP: 573284106

3

Guru Owners

$634.6M

Total Value Held

1.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Tom Russo	Gardner Russo & Gardner	715411	$421.1M	4.96%	$588.68	Q1 2026
Dan Sundheim	D1 Capital Partners	322857	$190.1M	1.69%	$588.68	Q1 2026
Wallace Weitz	Weitz Investment Management	39775	$23.4M	1.63%	$588.68	Q1 2026

$421.1M

4.96%

$190.1M

1.69%

$23.4M

1.63%

📊 Fundamentals

Market Cap$34.7B

P/E Ratio36.8x

Above market avg

Forward P/E25.2x

P/FCF41.2x

EPS (TTM)$15.69

Revenue (TTM)$6.4B

Profit Margin39.91%

Div Yield0.56%

Beta1.10

52-Week Range

$525.38

$710.97

Current: $577.07

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 36.8x trailing earnings → 25.2x forward · 39.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '263 owners · $634.6M

REDUCEDTom Russo$421.1M

NEWDan Sundheim$190.1M

REDUCEDWallace Weitz$23.4M

Q4 '252 owners · $478.1M

INCREASEDTom Russo$452.4M

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

💰 DCF Calculator

DCF model · 10-yr forecast

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

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

7%analyst est. 6.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

13.3%current: 13.3%

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 3 superinvestors · 24 congress member trades

BUYApril McClain DelaneyD

$1,001 - $15,0002025-12-02

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-10-28

SELLMichael McCaulR

$1,001 - $15,0002025-10-27

SELLMichael McCaulR

$1,001 - $15,0002025-08-21

$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

$1,001 - $15,0002025-04-23

$1,001 - $15,0002025-03-24

BUYMichael McCaulR

$15,001 - $50,0002025-03-17

$1,001 - $15,0002025-03-14

$1,001 - $15,0002025-03-06

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-19

$1,001 - $15,0002025-01-22

$1,001 - $15,0002025-01-17

$1,001 - $15,0002025-01-07

BUYLisa McClainR

$1,001 - $15,0002024-12-11