John Armitage's Egerton Capital significantly reduced its position in Vulcan Materials (VMC) during the third quarter of 2026, according to a recent SEC filing. The investment firm sold approximately 960,000 shares, a 48.88% decrease, bringing its total holding down to 1.01 million shares. The value of Egerton's stake in the construction aggregates company is now reported at $246.57 million.
It is important to note that 13F filings are submitted to the SEC quarterly and reflect portfolio holdings as of a specific past date, in this case, September 30, 2026. They do not necessarily represent the firm's current holdings. This disclosure comes as Vulcan Materials is scheduled to release its third-quarter financial results on October 29, 2026.