Vulcan Materials Company
US ˙ NYSE ˙ US9291601097

SecurityVMC / Vulcan Materials Company
InstitutionPalmer Knight Co
Latest Disclosed Ownership27,421 shares
Latest Disclosed Value $ 7,466,738
Palmer Knight Co reports 32.82% increase in ownership of VMC / Vulcan Materials Company

On May 12, 2026 - Palmer Knight Co filed a 13F-HR form disclosing ownership of 27,421 shares of Vulcan Materials Company (US:VMC) valued at $7,466,738 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 20,645 shares of Vulcan Materials Company. This represents a change in shares of 32.82% during the quarter. The current value of the position is $7,761,788 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F VULCAN MATLS COM 929160109 27,421 6,776 32.82 7,467 26.80 3.6436
2026-02-03 2025-12-31 13F VULCAN MATLS COM 929160109 20,645 -3,720 -15.27 5,888 -21.44 3.0904
2025-11-04 2025-09-30 13F VULCAN MATLS COM 929160109 24,365 -586 -2.35 7,495 15.18 3.5504
2025-07-29 2025-06-30 13F VULCAN MATLS COM 929160109 24,951 20 0.08 6,508 11.88 2.7742
2025-05-06 2025-03-31 13F VULCAN MATLS COM 929160109 24,931 -421 -1.66 5,816 -10.81 2.8264
2025-01-23 2024-12-31 13F VULCAN MATLS COM 929160109 25,352 221 0.88 6,521 3.62 2.9219
2024-10-31 2024-09-30 13F VULCAN MATLS COM 929160109 25,131 -105 -0.42 6,294 0.29 2.7663
2024-08-05 2024-06-30 13F VULCAN MATLS COM 929160109 25,236 123 0.49 6,276 -8.43 3.0018
2024-04-29 2024-03-31 13F VULCAN MATLS COM 929160109 25,113 766 3.15 6,854 23.99 3.3374
2024-02-05 2023-12-31 13F VULCAN MATLS COM 929160109 24,347 -93 -0.38 5,527 11.95 3.3370
2023-10-23 2023-09-30 13F VULCAN MATLS COM 929160109 24,440 -4,212 -14.70 4,937 -23.56 3.3132
2023-07-31 2023-06-30 13F VULCAN MATLS COM 929160109 28,652 843 3.03 6,459 35.41 3.8766
2023-05-02 2023-03-31 13F VULCAN MATLS COM 929160109 27,809 1,328 5.01 4,771 2.87 3.0306
2023-02-24 2022-12-31 13F/A-1 VULCAN MATLS COM 929160109 26,481 -34 -0.13 4,637 10.88 4.1409
2023-02-03 2022-12-31 13F VULCAN MATLS COM 929160109 26,481 -34 5 4.1408
2022-11-01 2022-09-30 13F VULCAN MATLS COM 929160109 26,515 2,060 8.42 4,182 20.35 3.9356
2022-08-02 2022-06-30 13F VULCAN MATLS COM 929160109 24,455 -216 -0.88 3,475 -23.32 3.2939
2022-05-06 2022-03-31 13F VULCAN MATLS COM 929160109 24,671 -16,046 -39.41 4,532 -46.38 3.5788
2022-01-26 2021-12-31 13F VULCAN MATLS COM 929160109 40,717 378 0.94 8,452 23.86 3.9526
2021-10-22 2021-09-30 13F VULCAN MATLS COM 929160109 40,339 1,633 4.22 6,824 1.28 3.5574
2021-07-20 2021-06-30 13F VULCAN MATLS COM 929160109 38,706 -499 -1.27 6,738 1.84 3.6988
2021-04-23 2021-03-31 13F VULCAN MATLS COM 929160109 39,205 4,246 12.15 6,616 27.60 3.8038
2021-01-26 2020-12-31 13F VULCAN MATLS COM 929160109 34,959 1,785 5.38 5,185 15.32 3.9436
2020-10-29 2020-09-30 13F VULCAN MATLS COM 929160109 33,174 -3,695 -10.02 4,496 5.27 4.5895
2020-07-20 2020-06-30 13F VULCAN MATLS COM 929160109 36,869 584 1.61 4,271 8.93 3.3217
2020-04-20 2020-03-31 13F VULCAN MATLS COM 929160109 36,285 -1,655 -4.36 3,921 -28.23 3.7710
2020-01-17 2019-12-31 13F VULCAN MATLS COM 929160109 37,940 2,525 7.13 5,463 2.00 4.5682
2019-10-31 2019-09-30 13F VULCAN MATLS COM 929160109 35,415 1,201 3.51 5,356 14.01 4.5488
2019-07-11 2019-06-30 13F VULCAN MATLS COM 929160109 34,214 496 1.47 4,698 17.69 4.0536
2019-04-26 2019-03-31 13F VULCAN MATLS COM 929160109 33,718 737 2.23 3,992 22.49 3.6901
2019-02-13 2018-12-31 13F VULCAN MATLS COM 929160109 32,981 32,981 3,259 3.8207
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.