WESTBOURNE INVESTMENTS, INC. MLM — MARTIN MARIETTA MATLS INC

Ownership history in WESTBOURNE INVESTMENTS, INC.  ·  6 quarters on record

AI Ownership Summary

WESTBOURNE INVESTMENTS, INC. reported MARTIN MARIETTA MATLS INC (MLM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.46% in 2024 Q4. The latest visible filing shows MLM at 1.31% 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.

What this MLM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WESTBOURNE INVESTMENTS, INC.'s position in MARTIN MARIETTA MATLS INC, 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

MLM was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

MLM stock page WESTBOURNE INVESTMENTS, INC. fund profile WESTBOURNE INVESTMENTS, INC. full holdings
How WESTBOURNE INVESTMENTS, INC. held MLM — position size vs. price
% of Fund (quarterly)    MLM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 4,675 — 0% 1.31% $2.8M 2026-05-15 $557.86
2025 Q4 REDUCED — — — 4,675 -100 -2.1% 1.35% $2.9M 2026-01-22 $650.34
2025 Q3 UNCHANGED — — — 4,775 — 0% 1.40% $2.9M 2025-11-06 $605.91
2025 Q2 REDUCED — — — 4,775 -15 -0.3% 1.40% $2.6M 2025-07-09 $564.00
2025 Q1 UNCHANGED — — — 4,790 — 0% 1.38% $2.3M 2025-05-21 $556.26
2024 Q4 INITIATED — — — 4,790 — — 1.46% $2.5M 2025-02-14 $522.96

🏢 Other funds also holding MLM

As of 2026 Q1 — sorted by position size

STEGINSKY CAPITAL LLC 3Y 7Y 12.49% Camrose Capital Investment Partners LLP 10.53% Nitorum Capital, L.P. 3Y 7Y 9.09% Pelham Capital Ltd. 3Y 7Y 8.53% Quantum Capital Management, LLC / NJ 3Y 7Y 6.81% One Madison Group LLC 6.19% MCDONALD CAPITAL INVESTORS INC/CA 3Y 7Y 6.04% Obion Capital Management LP 5.77% Drummond Knight Asset Management Pty Ltd 5.45% RDST Capital LLC 3Y 5.39%

FAQ About WESTBOURNE INVESTMENTS, INC. and MLM

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

How long has WESTBOURNE INVESTMENTS, INC. reported owning MLM?

WESTBOURNE INVESTMENTS, INC. reported MLM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MLM position in WESTBOURNE INVESTMENTS, INC.'s portfolio?

The largest reported portfolio weight for MLM was 1.46% in 2024 Q4.

What is the latest reported MLM position on this page?

The most recent filing on this page is 2026 Q1, when WESTBOURNE INVESTMENTS, INC. reported 4,675 shares, equal to 1.31% of portfolio, with an estimated market value of $2.8M.

What does the chart on this MLM ownership page compare?

The chart compares WESTBOURNE INVESTMENTS, INC.'s quarterly MLM 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 WESTBOURNE INVESTMENTS, INC. time their MLM position?

Based on 13F filing dates vs. subsequent MLM price moves, WESTBOURNE INVESTMENTS, INC. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MLM relative to SPY over the holding period was -10.6%.

← Back to WESTBOURNE INVESTMENTS, INC. Holdings