John Armitage - Egerton Capital (UK) LLP
Holding/activity history for Vulcan Materials (VMC)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,769,216 | 5.35 | Add 84.26% | 2.45 | $272.30 | $481,757,517 | SEC |
| 2025 Q4 | 960,173 | 2.98 | Buy | 2.98 | $285.22 | $273,860,543 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | 0.25 | SEC | ||
| 2022 Q1 | 223,611 | 0.25 | Reduce 74.06% | 0.68 | $183.70 | $41,077,000 | SEC |
| 2021 Q4 | 862,106 | 0.92 | Add 33.03% | 0.23 | $207.58 | $178,956,000 | SEC |
| 2021 Q3 | 648,048 | 0.57 | Buy | 0.57 | $169.16 | $109,624,000 | SEC |
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.95 | SEC | ||
| 2021 Q1 | 991,494 | 0.95 | Reduce 41.21% | 0.62 | $168.75 | $167,315,000 | SEC |
| 2020 Q4 | 1,686,639 | 1.51 | Reduce 31.24% | 0.68 | $148.31 | $250,145,000 | SEC |
| 2020 Q3 | 2,452,820 | 2.18 | Buy | 2.18 | $135.54 | $332,455,000 | SEC |
| 2020 Q2 | 0 | 0.00 | Sell 100.00% | 2.19 | SEC | ||
| 2020 Q1 | 1,818,421 | 2.19 | Reduce 52.45% | 2.18 | $108.07 | $196,517,000 | SEC |
| 2019 Q4 | 3,824,262 | 4.15 | Add 7.95% | 0.31 | $143.99 | $550,655,000 | SEC |
| 2019 Q3 | 3,542,583 | 4.07 | Reduce 12.49% | 0.54 | $151.24 | $535,780,000 | SEC |
| 2019 Q2 | 4,048,369 | 4.36 | Reduce 4.43% | 0.17 | $137.31 | $555,882,000 | SEC |
| 2019 Q1 | 4,236,189 | 3.73 | Add 45.31% | 1.16 | $118.40 | $501,565,000 | SEC |
| 2018 Q4 | 2,915,307 | 2.51 | Buy | 2.51 | $98.80 | $288,032,000 | SEC |