SEC 13F Intelligence

Df Dent & Co Inc / VMC

Df Dent & Co Inc’s Vulcan Matls Co Position

Does Df Dent & Co Inc own Vulcan Matls Co (VMC)? Yes — 543.6K shares worth $148M (+2.83% of its 13F portfolio) as of Q1 2026, down from 741.0K shares the prior filed quarter.

Position Value
$148M
Q1 2026
Shares
543.6K
% of Portfolio
+2.83%
Quarters Held
29
currently held

Position History VMC

Reported value by quarter
Q1 ’19: $78MQ1 ’19Q2 ’19: $151MQ3 ’19: $176MQ4 ’19: $169MQ1 ’20: $158MQ1 ’20Q2 ’20: $173MQ3 ’20: $213MQ4 ’20: $242MQ1 ’21: $278MQ1 ’21Q2 ’21: $287MQ3 ’21: $290MQ4 ’21: $298MQ1 ’22: $199MQ1 ’22Q2 ’22: $151MQ3 ’22: $164MQ4 ’22: $185MQ1 ’23: $210MQ1 ’23Q2 ’23: $270MQ3 ’23: $232MQ4 ’23: $254MQ1 ’24: $291MQ1 ’24Q2 ’24: $247MQ3 ’24: $247MQ4 ’24: $248MQ1 ’25: $215MQ1 ’25Q2 ’25: $229MQ3 ’25: $257MQ4 ’25: $211MQ1 ’26: $148MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026543.6K$148M+2.83%
Q4 2025741.0K$211M+3.04%
Q3 2025836.3K$257M+3.32%
Q2 2025879.7K$229M+2.91%
Q1 2025920.2K$215M+2.87%
Q4 2024964.4K$248M+3.14%
Q3 2024984.6K$247M+3.00%
Q2 2024992.2K$247M+3.19%
Q1 20241.07M$291M+3.55%
Q4 20231.12M$254M+3.37%
Q3 20231.15M$232M+3.39%
Q2 20231.20M$270M+3.65%
Q1 20231.22M$210M+2.96%
Q4 20221.06M$185M+2.77%
Q3 20221.04M$164M+2.54%
Q2 20221.06M$151M+2.13%
Q1 20221.08M$199M+2.29%
Q4 20211.44M$298M+3.00%
Q3 20211.71M$290M+2.97%
Q2 20211.65M$287M+3.05%
Q1 20211.65M$278M+3.23%
Q4 20201.63M$242M+2.82%
Q3 20201.57M$213M+2.87%
Q2 20201.49M$173M+2.60%
Q1 20201.46M$158M+3.05%
Q4 20191.17M$169M+2.85%
Q3 20191.16M$176M+3.15%
Q2 20191.10M$151M+2.75%
Q1 2019657.1K$78M+1.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Df Dent & Co Inc’s full portfolio or all institutional holders of VMC.