What smart money is saying about Monarch Cement
1 fund in our archive has pitched Monarch Cement — most recently Merion Road Capital in December 2024.
The Monarch Cement Company manufactures and sells portland cement in the United States. The company also provides masonry cement, ready-mixed concrete, concrete products, and sundry building materials. It primarily serves contractors, ready-mixed concrete plants, concrete products plants, building materials dealers, and governmental agencies. The company sells its products principally in the State of Kansas, the State of Iowa, southeast Nebraska, western Missouri, northwest Arkansas, and northern Oklahoma. The Monarch Cement Company was founded in 1908 and is based in Humboldt, Kansas.
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Position history
Between Q4 2024 and Q3 2026, 1 fund letter reported a position in Monarch Cement, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsMerion Road Capital Merion Road Small Cap FundJuly 2026
“Results were broad-based and included notable gains from several long-term holdings like Bel Fuse, Butler National, and Monarch Cement.”
Read the letterMonarch Cement
Fund coverage · 1 thesis
- Merion Road CapitalDecember 2024
Monarch Cement is a straightforward investment opportunity in a single cement facility with promising future margins due to recent capital investments, including a $35 million solar project.
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