LongMLMSep 2026
Martin Marietta Materials, Inc.
The aggregates industry benefits from local pricing power and attractive market structures. Higher borrowing rates have delayed construction, but Fenimore expects a multi-year…
MLM
Which hedge funds are long MLM?
3 published ideas on Martin Marietta Materials, Inc. across 3 funds — 3 long and 0 short.
Martin Marietta Materials hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Martin Marietta Materials: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongMLMJul 2026
Martin Marietta Materials, Inc.
The fund repurchased Martin Marietta Materials opportunistically at what it considered a favorable price. The company is a leading aggregates producer with high-quality assets…
LongMLMJun 2026
Martin Marietta Materials, Inc.
Martin Marietta was a relative detractor because market expectations had become elevated rather than because the underlying business deteriorated. Infrastructure spending and…