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…
MLM
Which hedge funds are long MLM?
2 published ideas on Martin Marietta Materials, Inc. across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Martin Marietta Materials, Inc.: the full 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
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…