SEC 13F Intelligence

Waverton Investment Management Ltd / VMC

Waverton Investment Management Ltd’s Vulcan Matls Co Position

Does Waverton Investment Management Ltd own Vulcan Matls Co (VMC)? Not currently — the last reported position was 242.7K shares worth $75M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$75M
Q3 2025
Shares
242.7K
% of Portfolio
+0.96%
Quarters Held
21
position exited

Position History VMC

Reported value by quarter
Q3 ’20: $42MQ3 ’20Q4 ’20: $50MQ1 ’21: $60MQ2 ’21: $63MQ2 ’21Q3 ’21: $62MQ4 ’21: $51MQ1 ’22: $37MQ1 ’22Q2 ’22: $25MQ3 ’22: $29MQ4 ’22: $31,079Q4 ’22Q1 ’23: $31MQ2 ’23: $40MQ3 ’23: $29MQ3 ’23Q4 ’23: $36MQ1 ’24: $40MQ2 ’24: $37MQ2 ’24Q3 ’24: $47MQ4 ’24: $51MQ1 ’25: $49MQ1 ’25Q2 ’25: $57MQ3 ’25: $75Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025242.7K$75M+0.96%
Q2 2025220.2K$57M+0.79%
Q1 2025211.9K$49M+0.77%
Q4 2024197.1K$51M+0.81%
Q3 2024188.9K$47M+0.78%
Q2 2024150.6K$37M+0.71%
Q1 2024147.8K$40M+0.84%
Q4 2023159.9K$36M+0.88%
Q3 2023144.1K$29M+0.84%
Q2 2023178.6K$40M+1.14%
Q1 2023180.2K$31M+0.95%
Q4 2022177.5K$31,079+1.14%
Q3 2022181.3K$29M+1.17%
Q2 2022175.6K$25M+0.97%
Q1 2022202.2K$37M+1.25%
Q4 2021246.7K$51M+1.62%
Q3 2021368.5K$62M+2.46%
Q2 2021364.6K$63M+2.47%
Q1 2021354.9K$60M+2.60%
Q4 2020334.6K$50M+2.29%
Q3 2020310.4K$42M+2.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of VMC.