# Vulcan Materials Ord (VMC): value investors who own it

4 value investors held Vulcan Materials Ord in their Q3 2026 13F, led by Weitz Investment Management, TCI Fund Management, Gardner Russo & Quinn, Dodge &…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Weitz Investment Management | 4.2% | $60.1m | Trimmed -4.9% | 35 |
| TCI Fund Management | 1.4% | $722m | New | 1 |
| Gardner Russo & Quinn | 0.0% | $2.1m | Unchanged | 40 |
| Dodge & Cox | 0.0% | $7.1m | Unchanged | 53 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-21 | Hill J Thomas | Director | Sold | 5696 | $1.6m |
| 2026-08-21 | Hill J Thomas | Director | Sold | 4000 | $1.1m |
| 2026-08-21 | Hill J Thomas | Director | Sold | 3762 | $1.0m |
| 2026-08-21 | Hill J Thomas | Director | Sold | 542 | $150k |
| 2026-08-07 | Clement David P | Senior Vice President | Sold | 2000 | $570k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 4.7% | $29.5m | 2026-06-30 |
| Weitz Partners Value Fund | Weitz Investment Management | 4.2% | $20.7m | 2026-06-30 |
| Weitz Partners III Opportunity Fund | Weitz Investment Management | 1.3% | $4.4m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/vmc). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.