SEC 13F Intelligence

Renaissance Investment Group LLC / MLM

Renaissance Investment Group LLC’s Martin Marietta Matls Inc Position

Does Renaissance Investment Group LLC own Martin Marietta Matls Inc (MLM)? Yes9.4K shares worth $5M (+1.06% of its 13F portfolio) as of Q2 2026, down from 11.7K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
9.4K
% of Portfolio
+1.06%
Quarters Held
31
currently held

Position History MLM

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $8MQ3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $11MQ2 ’24: $9MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $7MQ2 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20269.4K$5M+1.06%
Q1 202611.7K$7M+1.48%
Q4 202512.3K$8M+1.55%
Q3 202512.4K$8M+1.58%
Q2 202515.2K$8M+1.81%
Q1 202515.8K$8M+1.84%
Q4 202417.5K$9M+1.91%
Q3 202417.3K$9M+1.94%
Q2 202417.5K$9M+2.02%
Q1 202417.2K$11M+2.43%
Q4 202316.8K$8M+2.09%
Q3 202316.6K$7M+1.90%
Q2 202316.7K$8M+2.03%
Q1 202316.6K$6M+1.66%
Q4 202216.3K$6M+1.64%
Q3 202215.8K$5M+1.56%
Q2 202215.6K$5M+1.52%
Q1 202215.6K$6M+1.62%
Q4 202115.4K$7M+1.61%
Q3 202115.0K$5M+1.31%
Q2 202114.5K$5M+1.31%
Q1 202114.3K$5M+1.32%
Q4 202013.5K$4M+1.13%
Q3 202012.6K$3M+0.99%
Q2 202012.5K$3M+0.95%
Q1 202011.9K$2M+1.07%
Q4 201911.6K$3M+1.16%
Q3 201910.8K$3M+1.14%
Q2 201910.6K$2M+0.91%
Q1 201910.4K$2M+0.85%
Q4 201810.5K$2M+0.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Renaissance Investment Group LLC’s full portfolio or all institutional holders of MLM.