MLMMartin Marietta Materials

CUSIP: 573284106

Guru Owners

$478.1M

Total Value Held

767,887

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Tom Russo	Gardner Russo & Gardner	726612	$452.4M	4.77%	$622.66	Q4 2025
Wallace Weitz	Weitz Investment Management	41275	$25.7M	1.52%	$622.66	Q4 2025

Tom Russo

$452.4M

4.77%

Wallace Weitz

$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

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