John Armitage
Egerton Capital
John Armitage Martin Marietta Materials Inc stake
total: 222
Egerton Capital MLM trades
- Total transactions:
- 26
- New positions:
- 4
- Sold out:
- 4
- Added:
- 5
- Reduced:
- 13
- Held since:
- 2024 Q3
- Held for:
- 3 quarters
- Latest activity:
- 2025 Q2
According to 2026 Q2 report, John Armitage doesn't hold any Martin Marietta Materials Inc (MLM) shares. To date, the estimated cost basis is nearly $520.9 for "buy" trades and estimated average "sell" price is $494.45. Egerton Capital first purchased MLM in 2015 Q2, initially acquiring about 1.90M shares. John Armitage later completely sold out the position and invested in Martin Marietta Materials Inc again in 2024 Q3. Since the initial investment in Martin Marietta Materials Inc (MLM), Egerton Capital has made 25 more transactions.
When did John Armitage sell Martin Marietta Materials Inc (MLM)?
John Armitage sold off the entire Martin Marietta Materials Inc (MLM) position in 2025 Q2.
When did John Armitage buy Martin Marietta Materials Inc (MLM)?
John Armitage first invested in Martin Marietta Materials Inc (MLM) in 2015 Q2 at the reported quarter-end price of $141.51 per share.
What's the cost basis of Egerton Capital's MLM stake?
The estimated cost basis for Martin Marietta Materials Inc (MLM) stake is around $520.90 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $520.90
- Weighted AVG sell price:
- $494.45
John Armitage's historical trades in Martin Marietta Materials Inc
26 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q2
|
0.00%
|
0
|
$478.13
|
|
-100% (-165,338)
|
-0.91%
|
|
2025 Q1
|
0.91%
|
165,338
|
$478.13
|
$79,053,058
|
+100.96% (+83,062)
|
+0.46%
|
|
2024 Q4
|
0.49%
|
82,276
|
$516.50
|
$42,495,554
|
-59.80% (-122,398)
|
-0.64%
|
|
2024 Q3
|
1.11%
|
204,674
|
$538.25
|
$110,165,781
|
new
|
+1.11%
|
|
2021 Q2
|
0.00%
|
0
|
$335.82
|
|
-100% (-180,271)
|
-0.32%
|
|
2021 Q1
|
0.32%
|
180,271
|
$335.82
|
$60,539,000
|
-51.70% (-192,929)
|
-0.37%
|
|
2020 Q4
|
0.60%
|
$283.97
|
-59.46% (-547,300)
|
|||
|
2020 Q3
|
1.34%
|
$235.36
|
new
|
|||
|
2020 Q1
|
0.00%
|
$279.64
|
-100% (-1,241,056)
|
|||
|
2019 Q4
|
2.48%
|
$279.64
|
-28.47% (-493,917)
|
|||
|
2019 Q3
|
3.41%
|
$274.10
|
-19.14% (-410,792)
|
|||
|
2019 Q2
|
3.61%
|
$230.11
|
-2.67% (-58,937)
|
|||
|
2019 Q1
|
3.13%
|
$201.18
|
+40.57% (+636,338)
|
|||
|
2018 Q4
|
2.24%
|
$171.87
|
new
|
|||
|
2018 Q1
|
0.00%
|
$221.04
|
-100% (-916,019)
|
|||
|
2017 Q4
|
1.77%
|
$221.04
|
-47.67% (-834,361)
|
|||
|
2017 Q3
|
3.23%
|
$206.23
|
-11.05% (-217,485)
|
|||
|
2017 Q2
|
4.39%
|
$222.58
|
+329.10% (+1,509,258)
|
|||
|
2017 Q1
|
1.08%
|
$218.25
|
-39.62% (-300,946)
|
|||
|
2016 Q4
|
2.05%
|
$221.53
|
-24.45% (-245,817)
|
|||
|
2016 Q3
|
2.04%
|
$179.11
|
-31.74% (-467,582)
|
|||
|
2016 Q2
|
3.17%
|
$192.00
|
+53.37% (+512,574)
|
|||
|
2016 Q1
|
1.46%
|
$159.51
|
-31.45% (-440,587)
|
|||
|
2015 Q4
|
1.98%
|
$136.58
|
-46.85% (-1,234,755)
|
|||
|
2015 Q3
|
4.53%
|
$151.95
|
+38.86% (+737,563)
|
|||
|
2015 Q2
|
3.40%
|
$141.51
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.