Baldwin Investment Management, LLC VMC — Vulcan Materials - VMC

Ownership history in Baldwin Investment Management, LLC  ·  32 quarters on record

AI Ownership Summary

Baldwin Investment Management, LLC reported Vulcan Materials - VMC (VMC) in 32 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.22% in 2024 Q1. The latest visible filing shows VMC at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baldwin Investment Management, LLC's position in Vulcan Materials - VMC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VMC was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VMC stock page Baldwin Investment Management, LLC fund profile Baldwin Investment Management, LLC full holdings
How Baldwin Investment Management, LLC held VMC — position size vs. price
% of Fund (quarterly)    VMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,238 — 0% 0.10% $882K 2026-05-12 $278.26
2025 Q4 REDUCED 7.8% -4.3% ✅ 3,238 -275 -7.8% 0.10% $924K 2026-02-13 $325.78
2025 Q3 UNCHANGED — — — 3,513 — 0% 0.12% $1.1M 2025-11-14 (Est.) $278.98
2025 Q2 UNCHANGED — — — 3,513 — 0% 0.11% $916K 2025-08-11 $282.66
2025 Q1 REDUCED — — — 3,513 -150 -4.1% 0.10% $820K 2025-05-07 $262.96
2024 Q4 REDUCED 36.5% -9.1% ✅ 3,663 -2,101 -36.5% 0.12% $942K 2025-02-14 $266.93
2024 Q3 REDUCED — — — 5,764 -100 -1.7% 0.18% $1.4M 2024-11-13 $283.96
2024 Q2 UNCHANGED — — — 5,864 — 0% 0.20% $1.5M 2024-07-30 $265.52
2024 Q1 UNCHANGED — — — 5,864 — 0% 0.22% $1.6M 2024-05-14 $262.84
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VMC

As of 2026 Q2 — sorted by position size

PARK PRESIDIO CAPITAL LLC 3Y 7Y 9.32% PFW Advisors LLC 9.22% Avantyr Capital Partners, LP 6.78% Stockbridge Partners LLC 3Y 7Y 6.62% Egerton Capital (UK) LLP 3Y 7Y 5.62% Veritas Asset Management LLP 3Y 7Y 5.52% Obion Capital Management LP 4.42% 59 North Capital Management, LP 3Y 4.23% WEITZ INVESTMENT MANAGEMENT, INC. 3Y 7Y 4.16% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 4.03%

FAQ About Baldwin Investment Management, LLC and VMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baldwin Investment Management, LLC reported owning VMC?

Baldwin Investment Management, LLC reported VMC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VMC position in Baldwin Investment Management, LLC's portfolio?

The largest reported portfolio weight for VMC was 0.22% in 2024 Q1.

What is the latest reported VMC position on this page?

The most recent filing on this page is 2026 Q1, when Baldwin Investment Management, LLC reported 3,238 shares, equal to 0.10% of portfolio, with an estimated market value of $882K.

What does the chart on this VMC ownership page compare?

The chart compares Baldwin Investment Management, LLC's quarterly VMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Baldwin Investment Management, LLC time their VMC position?

Based on 13F filing dates vs. subsequent VMC price moves, Baldwin Investment Management, LLC correctly timed 11 out of 22 reported position changes (50%). The annualised alpha on VMC relative to SPY over the holding period was -1.0%.

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