
What smart money is saying about Vulcan Materials Company
1 fund in our archive has pitched Vulcan Materials Company — most recently Baron Asset Fund in March 2026.
Vulcan Materials Company, alongside its affiliated entities, stands as a prominent producer and distributor of construction aggregates, primarily operating within the United States. The company's activities are organized into four distinct divisions: Aggregates, Asphalt, Concrete, and Calcium. The Aggregates division focuses on providing essential materials like crushed stone, sand, gravel, and other foundational aggregates, along with related services. These products are vital for building and maintaining highways, public infrastructure, residential properties, and various commercial, industrial, and other non-residential structures. Through its Asphalt Mix segment, the firm furnishes asphalt mixture to locations in Alabama, Arizona, California, New Mexico, Tennessee, and Texas, additionally performing asphalt paving work in Alabama, Tennessee, and Texas. The Concrete segment supplies ready-mixed concrete to customers in California, Maryland, New Jersey, New York, Oklahoma, Pennsylvania, Texas, Virginia, and Washington D.C. Lastly, the Calcium division is responsible for mining, manufacturing, and marketing calcium products for use in animal feed, plastics, and water treatment industries. Established in 1909, the corporation, initially known as Virginia Holdco, Inc. before its name change, is headquartered in Birmingham, Alabama.
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Position history
Between Q1 2026 and Q2 2026, 1 fund letter reported a position in Vulcan Materials Company — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionClearBridge Investments Value StrategyJune 2026
“In addition to the transactions discussed above, we initiated new positions in Vulcan Materials in the materials sector, TGS in the energy sector, FedEx Freight in the industrials sector, Brookfield Infrastructure in the utilities sector and Thermo Fisher Scientific in the health care sector.”
Read the letterVulcan Materials Company
Fund coverage · 1 thesis
- Baron Asset FundMarch 2026
Vulcan Materials Company is the largest U.S. aggregates producer with high barriers to entry, strong pricing power, and multi-year infrastructure and construction tailwinds driving expected low-to-mid teens earnings growth.
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