Vulcan Materials Company (VMC): A Bull Case Theory
We came across a bullish thesis on Vulcan Materials Company (VMC) on Substack by LongTermValue Research. In this article, we will summarize the bulls’ thesis on VMC.
Vulcan Materials Co (VMC)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Stockbridge Partners Sharlyn C. Heslam | 1,746,482 | $449,247,565 | +12% | 9.53% |
| 2. | Alkeon Capital Management Panayotis Takis Sparaggis | 1,282,001 | $329,769,124 | +55% | 0.67% |
| 3. | Citadel Investment Group Ken Griffin | 625,786 | $160,970,933 | +3% | 0.02% |
| 4. | XN Exponent Advisors Gaurav Kapadia | 608,386 | $156,495,131 | -16% | 6.18% |
| 5. | Interval Partners Gregg Moskowitz | 586,272 | $150,806,747 | +46% | 2.96% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $191.46 | 500 | 500 | 2021-05-14 | Filing | ||
| $93.00 | 5,000 | 5,000 | 2020-03-17 | Filing | ||
| $104.01 | 555 | 58,803 | 2018-11-06 | Filing | ||
| $101.40 | 900 | 58,248 | 2018-11-06 | Filing | ||
| $99.50 | 500 | 57,348 | 2018-11-06 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $285.95 | 887 | 773 | 2024-11-25 | Filing | ||
| $290.58 | 1,657 | 8,883 | 2024-11-08 | Filing | ||
| $290.00 | 1,942 | 4,472 | 2024-11-12 | Filing | ||
| $292.05 | 923 | 6,414 | 2024-11-08 | Filing | ||
| $290.56 | 12,204 | 29,531 | 2024-11-07 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 663,813 | $154,867,634 | 3.28% | |
| 2. | 259,247 | $60,482,206 | 0.06% | |
| 3. | 149,137 | $34,793,600 | 0.51% | |
| 4. | 120,190 | $28,040,327 | 8.79% | |
| 5. | 30,332 | $7,076,456 | 0.06% |
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Operator: Good morning. Welcome, everyone, to the Vulcan Materials Company Second Quarter 2024 Earnings Call. My name is Todd, and I will be your conference call coordinator today.
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