Vulcan Materials Company
US ˙ NYSE ˙ US9291601097

SecurityVMC / Vulcan Materials Company
InstitutionFirst Manhattan Co
Latest Disclosed Ownership4,266 shares
Latest Disclosed Value $ 1,161,632
First Manhattan Co reports 13.50% decrease in ownership of VMC / Vulcan Materials Company

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 4,266 shares of Vulcan Materials Company (US:VMC) valued at $1,161,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,932 shares of Vulcan Materials Company. This represents a change in shares of -13.50% during the quarter. The current value of the position is $1,217,090 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F VULCAN MATLS COM 929160109 4,266 -666 -13.50 1,162 -17.43 0.0032
2026-02-17 2025-12-31 13F VULCAN MATLS COM 929160109 4,932 -14 -0.28 1,407 -7.56 0.0037
2025-11-14 2025-09-30 13F VULCAN MATLS COM 929160109 4,946 -100 -1.98 1,521 15.58 0.0040
2025-08-14 2025-06-30 13F VULCAN MATLS COM 929160109 5,046 -626 -11.04 1,316 -0.53 0.0037
2025-05-15 2025-03-31 13F VULCAN MATLS COM 929160109 5,672 -265 -4.46 1,323 -13.36 0.0039
2025-02-14 2024-12-31 13F VULCAN MATLS COM 929160109 5,937 0 0.00 1,527 2.76 0.0045
2024-11-14 2024-09-30 13F VULCAN MATLS COM 929160109 5,937 0 0.00 1,487 0.68 0.0044
2024-08-15 2024-06-30 13F/A-1 VULCAN MATLS COM 929160109 5,937 -253 -4.09 1,476 -12.61 0.0047
2024-08-14 2024-06-30 13F VULCAN MATLS COM 929160109 5,937 -253 1,476 0.0047
2024-05-15 2024-03-31 13F VULCAN MATLS COM 929160109 6,190 -271 -4.19 1,689 15.21 0.0055
2024-02-13 2023-12-31 13F VULCAN MATLS COM 929160109 6,461 -75 -1.15 1,467 11.06 0.0051
2023-11-14 2023-09-30 13F VULCAN MATLS COM 929160109 6,536 197 3.11 1,320 -7.63 0.0049
2023-08-14 2023-06-30 13F VULCAN MATLS COM 929160109 6,339 -2,400 -27.46 1,429 -4.67 0.0052
2023-05-15 2023-03-31 13F VULCAN MATLS COM 929160109 8,739 -378 -4.15 1,499 -6.08 0.0057
2023-02-14 2022-12-31 13F VULCAN MATLS COM 929160109 9,117 28 0.31 1,596 11.37 0.0059
2022-11-14 2022-09-30 13F VULCAN MATLS COM 929160109 9,089 0 0.00 1,433 11.00 0.0061
2022-08-15 2022-06-30 13F VULCAN MATLS COM 929160109 9,089 -7 -0.08 1,291 -22.69 0.0052
2022-05-16 2022-03-31 13F VULCAN MATLS COM 929160109 9,096 0 0.00 1,670 -11.55 0.0055
2022-02-14 2021-12-31 13F VULCAN MATLS COM 929160109 9,096 -27 -0.30 1,888 22.36 0.0062
2021-11-15 2021-09-30 13F VULCAN MATLS COM 929160109 9,123 33 0.36 1,543 -2.47 0.0057
2021-08-16 2021-06-30 13F VULCAN MATLS COM 929160109 9,090 14 0.15 1,582 3.33 0.0058
2021-05-14 2021-03-31 13F VULCAN MATLS COM 929160109 9,076 0 0.00 1,531 13.74 0.0066
2021-02-16 2020-12-31 13F VULCAN MATLS COM 929160109 9,076 42 0.46 1,346 9.97 0.0064
2020-11-12 2020-09-30 13F VULCAN MATERIALS COMMON 929160109 9,034 24 0.27 1,224 17.35 0.0063
2020-08-14 2020-06-30 13F VULCAN MATERIALS COMMON 929160109 9,010 0 0.00 1,043 7.19 0.0060
2020-05-06 2020-03-31 13F VULCAN MATERIALS COMMON 929160109 9,010 -50 -0.55 973 -25.38 0.0063
2020-02-13 2019-12-31 13F VULCAN MATERIALS COMMON 929160109 9,060 -100 -1.09 1,304 -5.85 0.0065
2019-11-13 2019-09-30 13F VULCAN MATERIALS COMMON 929160109 9,160 0 0.00 1,385 10.18 0.0076
2019-08-16 2019-06-30 13F VULCAN MATERIALS COMMON 929160109 9,160 -7,340 -44.48 1,257 -35.64 0.0070
2019-04-12 2019-03-31 13F VULCAN MATERIALS COMMON 929160109 16,500 0 0.00 1,953 19.82 0.0113
2019-01-30 2018-12-31 13F VULCAN MATERIALS COMMON 929160109 16,500 0 0.00 1,630 -11.12 0.0101
2018-10-15 2018-09-30 13F VULCAN MATERIALS COMMON 929160109 16,500 0 0.00 1,834 -13.86 0.0098
2018-08-01 2018-06-30 13F VULCAN MATERIALS COMMON 929160109 16,500 -200 -1.20 2,129 11.70 0.0123
2018-04-20 2018-03-31 13F VULCAN MATERIALS COMMON 929160109 16,700 -400 -2.34 1,906 -13.17 0.0108
2018-01-22 2017-12-31 13F VULCAN MATERIALS COMMON 929160109 17,100 0 0.00 2,195 7.33 0.0120
2017-10-25 2017-09-30 13F VULCAN MATERIALS COMMON 929160109 17,100 -300 -1.72 2,045 -7.21 0.0117
2017-08-10 2017-06-30 13F/A-2 VULCAN MATERIALS COMMON 929160109 17,400 0 0.00 2,204 5.15 0.0129
2017-08-01 2017-06-30 13F/A-1 VULCAN MATERIALS COMMON 929160109 17,400 0 2,204 0.0129
2017-07-28 2017-06-30 13F VULCAN MATERIALS COMMON 929160109 17,400 0 2,204
2017-04-25 2017-03-31 13F/A-1 VULCAN MATERIALS COMMON 929160109 17,400 0 0.00 2,096 -3.72 0.0125
2017-04-24 2017-03-31 13F VULCAN MATERIALS COMMON 929160109 17,500 1,990
2017-01-25 2016-12-31 13F VULCAN MATERIALS COMMON 929160109 17,400 -100 -0.57 2,177 9.40 0.0132
2016-10-20 2016-09-30 13F VULCAN MATERIALS COMMON 929160109 17,500 -100 -0.57 1,990 -6.04 0.0121
2016-07-14 2016-06-30 13F VULCAN MATERIALS COMMON 929160109 17,600 0 0.00 2,118 13.99 0.0130
2016-04-22 2016-03-31 13F VULCAN MATERIALS COMMON 929160109 17,600 0 0.00 1,858 11.19 0.0114
2016-01-20 2015-12-31 13F VULCAN MATERIALS COMMON 929160109 17,600 0 0.00 1,671 6.50 0.0103
2015-10-26 2015-09-30 13F VULCAN MATERIALS COMMON 929160109 17,600 -900 -4.86 1,569 1.10 0.0101
2015-07-17 2015-06-30 13F VULCAN MATERIALS COMMON 929160109 18,500 -400 -2.12 1,552 -2.57 0.0092
2015-04-30 2015-03-31 13F VULCAN MATERIALS COMMON 929160109 18,900 -500 -2.58 1,593 24.94 0.0092
2015-01-20 2014-12-31 13F VULCAN MATERIALS COMMON 929160109 19,400 0 0.00 1,275 9.16 0.0072
2014-10-23 2014-09-30 13F VULCAN MATERIALS COMMON 929160109 19,400 0 0.00 1,168 -5.50 0.0068
2014-08-14 2014-06-30 13F/A-1 VULCAN MATERIALS COMMON 929160109 19,400 0 0.00 1,236 -4.11 0.0078
2014-05-16 2014-03-31 13F VULCAN MATERIALS COMMON 929160109 19,400 -3,600 -15.65 1,289 -5.64 0.0085
2014-02-04 2013-12-31 13F VULCAN MATERIALS COMMON 929160109 23,000 -1,100 -4.56 1,366 9.46 0.0090
2013-10-29 2013-09-30 13F VULCAN MATERIALS COMMON 929160109 24,100 -100 -0.41 1,248 7.68 0.0087
2013-08-13 2013-06-30 13F VULCAN MATERIALS COMMON 929160109 24,200 24,200 1,159 0.0080
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.