What smart money is saying about Martin Marietta Materials
1 fund in our archive has pitched Martin Marietta Materials — most recently Diamond Hill Mid Cap Fund in March 2025.
Martin Marietta Materials, Inc., a natural resource-based building materials company, supplies aggregates and heavy-side building materials to the construction industry in the United States and internationally. It offers crushed stone, sand, and gravel products; ready mixed concrete and asphalt; paving products and services; and Portland and specialty cement for use in the infrastructure projects, and nonresidential and residential construction markets, as well as in the railroad, agricultural, utility, and environmental industries. The company also produces magnesia-based chemicals products that are used in industrial, agricultural, and environmental applications; and dolomitic lime primarily to customers for steel production and soil stabilization. Its chemical products are used in flame retardants, wastewater treatment, pulp and paper production, and other environmental applications. The company was founded in 1939 and is headquartered in Raleigh, North Carolina.
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Position history
Between Q1 2025 and Q2 2026, 7 fund letters reported a position in Martin Marietta Materials — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 7 | 2 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 7 positions · 2 moves
- June 2026
“Top 3 Detractors from Relative Performance Republic Services, Inc. (RSG) – RSG declined despite another solid quarter as softer Environmental Solutions results and continued weakness in construction-related volumes weighed on investor sentiment. Core fundamentals remain strong, with pricing continuing to outpace inflation, early signs of volume stabilization, and structural margin expansion supported by productivity initiatives. We remain confident in RSG’s disciplined capital allocation, favorable landfill dynamics, and long runway for earnings growth. Martin Marietta Materials, Inc. (MLM) – MLM declined as pricing was temporarily impacted by acquisition mix and softer residential and light non-residential construction activity.”
Martin Marietta Materials - HoldsMD SASS Concentrated ValueJune 2026
“the effect was compounded by our ownership of businesses with meaningful commodity input costs, including Primo Brands (PRMB), Somnigroup (SGI), and Martin Marietta (MLM),”
Martin Marietta Materials - June 2026
“Martin Marietta, a leading supplier of construction aggregates and building materials, was a detractor during the quarter.”
Martin Marietta Materials - June 2026
“Martin Marietta, a leading supplier of construction aggregates and building materials, was a detractor during the quarter.”
Martin Marietta Materials - June 2026
“The largest detractor year-to-date based on relative performance vs. the benchmark was Martin Marietta.”
Martin Marietta Materials - New positionWeitz Investments Large Cap Equity FundJune 2026
“We bought new positions in Martin Marietta Materials and Veralto during the quarter.”
Martin Marietta Materials - June 2026
“During the quarter we added to the Fund’s positions in Danaher, Thermo Fisher Scientific, and Martin Marietta Materials at prices we think offer substantial upside with favorable risk profiles.”
Martin Marietta Materials
Fund coverage · 1 thesis
- Diamond Hill Mid Cap FundMarch 2025
Martin Marietta Materials is a strategically positioned heavy building materials supplier poised for growth, making it an attractive investment opportunity following recent share price pressures.
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