VMC
Vulcan Materials CO
7 of the 83 super-investors we track hold VMC, worth a combined $1.60B per their latest 13F filings. The largest position: John Armitage at 5.6% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 36 of 100 (how strongly the cohort backs it) — ranked #168 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.
Why super-investors own VMC
VMC is held by 7 super-investors in our cohort, with a combined position value of $1.6B. The highest-conviction owner is John Armitage at 5.6% of their portfolio. Cohort ownership has grown from 5 to 7 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chris Hohn | 1.4% | — 1q | $722M | 2,447,004 |
| 2 | John Armitage | 5.6% | 15q | $582M | 1,971,694 |
| 3 | Lee Ainslie | 1.7% | 10q | $188M | 637,264 |
| 4 | Wallace Weitz | 4.2% | 35q | $60M | 203,800 |
| 5 | Joel Greenblatt | <0.1% | 38q | $39M | 132,061 |
| 6 | Dodge & Cox Funds | <0.1% | 40q | $7M | 24,000 |
| 7 | Thomas Russo | <0.1% | 40q | $2M | 7,263 |
- 1Chris Hohnport1.4%val$722M2,447,004 sh·—1q held
- 2John Armitageport5.6%val$582M1,971,694 sh·15q held
- 3Lee Ainslieport1.7%val$188M637,264 sh·10q held
- 4Wallace Weitzport4.2%val$60M203,800 sh·35q held
- 5Joel Greenblattport<0.1%val$39M132,061 sh·38q held
- 6Dodge & Cox Fundsport<0.1%val$7M24,000 sh·40q held
- 7Thomas Russoport<0.1%val$2M7,263 sh·40q held
Owners of VMC also hold
Congress is trading VMC
Congress tracker →- Michael T. McCaulbought$15,001 - $50,000 · 2026-04-29
- Michael T. McCaulsold$1,001 - $15,000 · 2026-02-23
- Valerie Hoylesold$1,001 - $15,000 · 2025-06-06 · late
- Valerie Hoylebought$1,001 - $15,000 · 2024-10-29 · late
- Marjorie Taylor Greenebought$1,001 - $15,000 · 2021-05-18
- Peter Meijersold$1,001 - $15,000 · 2021-02-16
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chris Hohn | NEW | 1.4% | +100% | $722M | Aug 14, 2026 |
| Stephen Mandel | EXIT | 0.3% | -100% | $0 | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 929160109. Not investment advice.