Ownership history in TRAN CAPITAL MANAGEMENT, L.P. Β· 29 quarters on record
This page tracks every 13F SEC filing in which TRAN CAPITAL MANAGEMENT, L.P. reported a position in MARTIN MARIETTA MATLS INC (MLM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π TRAN CAPITAL MANAGEMENT, L.P. outperformed the S&P 500 by +6.5% annually on this MLM position. Timing score: 50% (14/28 decisions correct). Average cost basis: $232.30. Maximum drawdown during holding period: β32.2%.
π₯ Exceptional β beat the S&P 500 by 6.5% per year on this position.
28 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 28 add/trim decisions correct
Best entry: $163.24 (2018 Q4) Β· Worst: $621.90 (2025 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
9 adds Β· 20 trims. Bought during 3 of 10 down-price quarters. π Predominantly trimming β distribution phase.
π TRAN CAPITAL MANAGEMENT, L.P. has been actively increasing its MLM allocation β a bullish signal from insiders.
Currently 4.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size