13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
2

MLM

Martin Marietta Materials · Materials

Consensus score 2/100 · #174 this quarter · tier-weighted across tracked managers

DivergingPrice action since filingas of 2026-06-08
vs 50-day avg
-6.4%
21-day momentum
-7.7%
recent volume
1.19×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-10.4%
30-wk MA slope
-1.4%
rel. strength
-14.0
52-wk range
15%

Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
2.5%
of their portfolios
Combined value
$421M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Gardner Russo & Quinn
Graham/global value
5.0%
TRIM
Eagle Capital
Quality value
0.0%
TRIM

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.