1 tracked superinvestor hold VULCAN MATLS CO (VMC), worth $722M combined, led by Chris Hohn. Smart money is accumulating VMC as of the latest 13F filings.
Current price
$262.63
-9.7%
1Y
Vulcan Materials Company, alongside its affiliated entities, stands as a prominent producer and distributor of construction aggregates, primarily operating within the United States. The company's activities are organized into four distinct divisions: Aggregates, Asphalt, Concrete, and Calcium. The Aggregates division focuses on providing essential materials like crushed stone, sand, gravel, and…
Market cap
$38.6B
P/E
35.23
Div yield
0.8%
Revenue YoY
6.9%
Analyst target
$321
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$722M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating VMC: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
VULCAN MATLS CO (VMC) is held by 1 tracked funds worth $722M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Chris Hohn at 1.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Chris Hohn), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 1.4% | $722M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
3 insiders filed SEC Form 144 for $24M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| James T Hill | Director | 14,000 | $4M | 2026-08-21 |
| David Clement | Officer | 2,000 | $570K | 2026-08-07 |
| Baker Thompson S Ii | Officer | 71,629 | $19M | 2026-07-31 |
Which superinvestors own VMC?
1 tracked funds hold VULCAN MATLS CO (VMC), the largest being Chris Hohn (TCI Fund Management) at 1.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling VMC?
In the most recent 13F quarter, 1 tracked fund added or opened VMC and 0 trimmed it, including 1 brand-new position.
How much VMC do tracked funds hold?
Combined disclosed long exposure to VMC across tracked superinvestors is $722M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.