Egerton Capital (UK) — VMC Trade History
Quarter-by-quarter changes in the VULCAN MATLS CO position · CUSIP 929160109
Currently held · 3 QFirst seen: 2022 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-07-21 | Add | 1,971,694 | 202,478 | +11.4% | $581.7M | 5.62% |
| 2026 Q1 | 2026-05-13 | Add | 1,769,216 | 809,043 | +84.3% | $481.8M | 5.35% |
| 2025 Q4 | 2026-02-11 | New | 960,173 | 960,173 | — | $273.9M | 2.98% |
| 2025 Q3 | 2025-11-12 | — | — | — | — | — | — |
| 2025 Q2 | 2025-08-12 | — | — | — | — | — | — |
| 2025 Q1 | 2025-05-06 | — | — | — | — | — | — |
| 2024 Q4 | 2025-02-10 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-05 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-13 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-13 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-12 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-13 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-10 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-09 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-07 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-10 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-09 | Sold out | — | -2,915,307 | -100.0% | — | — |
| 2018 Q4 | 2022-08-03 | Reduce | 2,915,307 | -1,320,882 | -31.2% | $288.0M | 2.40% |
| 2019 Q1 | 2022-08-03 | Add | 4,236,189 | 187,820 | +4.6% | $501.6M | 3.54% |
| 2019 Q2 | 2022-08-03 | Add | 4,048,369 | 505,786 | +14.3% | $555.9M | 4.07% |
| 2019 Q3 | 2022-08-03 | Reduce | 3,542,583 | -281,679 | -7.4% | $535.8M | 3.84% |
| 2019 Q4 | 2022-08-03 | Add | 3,824,262 | 2,005,841 | +110.3% | $550.7M | 3.94% |
| 2020 Q1 | 2022-08-03 | New | 1,818,421 | 1,818,421 | — | $196.5M | 2.03% |
| 2020 Q2 | 2022-08-03 | Sold out | — | -2,452,820 | -100.0% | — | — |
| 2020 Q3 | 2022-08-03 | Add | 2,452,820 | 766,181 | +45.4% | $332.5M | 2.05% |
| 2020 Q4 | 2022-08-03 | Add | 1,686,639 | 695,145 | +70.1% | $250.1M | 1.42% |
| 2021 Q1 | 2022-08-03 | New | 991,494 | 991,494 | — | $167.3M | 0.88% |
| 2021 Q2 | 2022-08-03 | Sold out | — | -648,048 | -100.0% | — | — |
| 2021 Q3 | 2022-08-03 | Reduce | 648,048 | -214,058 | -24.8% | $109.6M | 0.52% |
| 2021 Q4 | 2022-08-03 | Add | 862,106 | 638,495 | +285.5% | $179.0M | 0.83% |
| 2022 Q1 | 2022-08-03 | New | 223,611 | 223,611 | — | $41.1M | 0.22% |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-07 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-11 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-08 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-03 | — | — | — | — | — | — |
| 2017 Q2 | 2017-07-28 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-09 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-03 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.