Follow-The-Filings

Security · featured owners

VMC Vulcan Matls Co.

Materials COM Equity as of 2026 Q2 among managers we track

  • 9 Owners
  • #128
  • Max 6.8%
  • Master 0.11%
  • $1.8B
  • 2 new 3 add 1 reduce 1 exit

VMC (Vulcan Matls Co.) is held in 9 featured 13F books as of 2026 Q2. Ning Jin - Avantyr Capital Partners is the largest tracked holder by portfolio weight (6.8%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 6.8% (Ning Jin - Avantyr Capital Partners) · not free-float ownership

  1. Ning Jin add 6.8%
  2. John Armitage add 5.6%
  3. Wallace Weitz reduce 4.2%
  4. Lee Ainslie new 1.7%
  5. Chris Hohn new 1.4%
  6. Kentucky Trust Co. 0.31%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Chris Hohn - Tci Fund Management 2026 Q2 1.4% New 1.4% 2,447,004 $722M history
John Armitage - Egerton Capital (UK) 2026 Q2 5.6% Add +11.4% 1,971,694 $582M history
Lee Ainslie - Maverick Capital 2026 Q2 1.7% New 1.7% 637,264 $188M history
Ning Jin - Avantyr Capital Partners 2026 Q2 6.8% Add +15.8% 624,305 $184M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.10% Add +42.0% 218,448 $64M history
Wallace Weitz - Weitz Investment Management 2026 Q2 4.2% Reduce −4.9% 203,800 $60M history
Dodge & Cox 2026 Q2 <0.01% Hold 24,000 $7M history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 0.02% Hold 7,263 $2M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.31% Hold 2,190 $646K history
Stephen Mandel - Lone Pine Capital exited 2026 Q2 last 2026 Q1 0.31% Exit −0.31% 144,179 $39M history

9 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Aug 21, 2026 Filing Doc
4 Period Aug 12, 2026 Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Jul 13, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 12, 2026 · 7 forms Filing Doc
4 Period May 8, 2026 · 11 forms Filing Doc
4 Period May 8, 2026 Filing Doc
4/A Period Feb 19, 2026 Filing Doc

Updated 10 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — $7.42B $7.94B
Gross profit $1.95B $2B $2.17B
Gross margin * — 27.0% 27.4%
Net income $0.933B $0.912B $1.08B
Net margin * — 12.3% 13.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.52B $2.27B $2.57B
Total non-current assets * $12.02B $14.84B $14.13B
Total assets $14.55B $17.1B $16.7B
Total current liabilities $0.798B $1.24B $0.956B
Total non-current liabilities * $6.24B $7.72B $7.2B
Total equity $7.48B $8.12B $8.53B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.54B $1.41B $1.81B
Cash from investing -$0.164B -$2.81B -$0.529B
Cash from financing -$0.586B $1.06B -$1.7B
Net change in cash $787.7M -$348.4M -$411.4M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders