2 managers · $1.3B totalData: SEC EDGAR 13F · 2026Q2
Manager holders · last 3 qtrsⓘ
2
2025Q4 – 2026Q2 · +1 QoQ
Total position
$1.3B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
TCIⓘNew$722M1.37%Concentrated / Value
EgertonAdd+11.44%$582M5.62%Global growth-value
What managers sayⓘ
2026-04-16Hosking PartnersNeutralFirst Impressions: Q&A with Michael GodfreyDetail →
2024-12-27Colossus (Invest Like the Best / Business Breakdowns)Bull2024 Anecdotes to Remember - [Business Breakdowns, EP.198]Detail →
2024-08-21Colossus (Invest Like the Best / Business Breakdowns)Bull5 Handpicked Highlights - [Business Breakdowns, EP.179]Detail →
2024-02-28Colossus (Invest Like the Best / Business Breakdowns)BullVulcan Materials: Rock On - [Business Breakdowns, EP.151]Detail →
2023-11-10Voss CapitalNeutralPaving the Road to Alpha — Long CRHDetail →
2023-07-26Colossus (Invest Like the Best / Business Breakdowns)NeutralCopart: The Car Undertaker - [Business Breakdowns, EP.121]Detail →
2007-12-31Giverny CapitalBullGiverny Capital Annual Letter to Partners 2007Detail →
Earnings Callsⓘ
Q1 2026April 29, 2026
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Unable to generate a summary because the provided text only contains meeting closing remarks and irrelevant links, missing core content such as performance data, management discussion, and guidance. Please provide the full VULCAN MATLS CO Q1 2026 Earnings Call Transcript.