← Top Holdings

VMCVULCAN MATLS CO

CUSIP: 929160109

🔥 Bought by 3 superinvestors this quarter

8

Guru Owners

$1.59B

Total Value Held

5.4M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Chris Hohn	TCI Fund Management	2447004	$721.9M	1.37%	$295.01	Q2 2026
John Armitage	Egerton Capital	1971694	$581.7M	5.62%	$295.01	Q2 2026
Lee Ainslie	Maverick Capital	637264	$188.0M	1.66%	$295.01	Q2 2026
Wallace Weitz	Weitz Investment Management	203800	$60.1M	4.16%	$295.01	Q2 2026
Ray Dalio	Bridgewater Associates	108687	$32.1M	0.13%	$295.01	Q2 2026
Dodge & Cox	Dodge & Cox	24000	$7.1M	0.00%	$295.01	Q2 2026
Tom Russo	Gardner Russo & Gardner	7263	$2.1M	0.02%	$295.01	Q2 2026
FPA Queens Road	Bragg Financial Advisors	917	$271K	0.01%	$295.01	Q2 2026

$721.9M

1.37%

$581.7M

5.62%

$188.0M

1.66%

$60.1M

4.16%

$32.1M

0.13%

$7.1M

0.00%

$2.1M

0.02%

FPA Queens Road

$271K

0.01%

Who owns VMC? Full holder list and ownership history →

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q2 '268 owners · $1.59B

NEWChris Hohn$721.9M

INCREASEDJohn Armitage$581.7M

NEWLee Ainslie$188.0M

REDUCEDWallace Weitz$60.1M

NEWRay Dalio$32.1M

REDUCEDFPA Queens Road$271K

SOLDStephen Mandel

SOLDBoykin Curry

Q1 '267 owners · $599.5M

REDUCEDJohn Armitage$481.8M

INCREASEDWallace Weitz$58.3M

REDUCEDStephen Mandel$39.3M

REDUCEDBoykin Curry$11.3M

REDUCEDTom Russo$2.0M

REDUCEDFPA Queens Road$255K

Q4 '258 owners · $1.03B

INCREASEDStephen Mandel$480.3M

NEWJohn Armitage$273.9M

REDUCEDBoykin Curry$201.3M

REDUCEDWallace Weitz$60.0M

REDUCEDRay Dalio$7.8M

REDUCEDDodge & Cox$6.8M

REDUCEDTom Russo$2.3M

INCREASEDFPA Queens Road$271K

Q3 '257 owners · $725.0M

NEWStephen Mandel$425.9M

REDUCEDBoykin Curry$220.2M

INCREASEDWallace Weitz$65.4M

REDUCEDDodge & Cox$7.4M

INCREASEDTom Russo$3.0M

REDUCEDRay Dalio$2.6M

REDUCEDFPA Queens Road$323K

Q2 '256 owners · $253.7M

INCREASEDBoykin Curry$186.9M

REDUCEDTom Russo$2.7M

NEWRay Dalio$2.3M

REDUCEDFPA Queens Road$281K

Q1 '255 owners · $220.4M

NEWBoykin Curry$160.7M

INCREASEDWallace Weitz$49.4M

REDUCEDDodge & Cox$5.6M

REDUCEDTom Russo$4.4M

🏛️ Congressional Trades

VMC: Held by 8 superinvestors · 16 congress member trades

SELLMichael McCaulR

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

SELLMichael McCaulR

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

SELLMichael McCaulR

$1,001 - $15,0002025-06-16

SELLValerie HoyleD

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

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

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

BUYMichael McCaulR

$15,001 - $50,0002025-03-21

$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 - $15,0002024-11-12

$1,001 - $15,0002024-10-29

BUYValerie HoyleD

$1,001 - $15,0002024-10-29

$1,001 - $15,0002024-10-11