John Armitage
Egerton Capital
John Armitage Vulcan Materials Company stake
total: 222
Egerton Capital VMC trades
- Total transactions:
- 18
- New positions:
- 4
- Sold out:
- 3
- Added:
- 5
- Reduced:
- 6
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, John Armitage holds 1,971,694 Vulcan Materials Company (VMC) shares with a market value of roughly $581.67M accounting for 5.62% of the overall portfolio. To date, the estimated cost basis is nearly $280.92 for "buy" trades. Egerton Capital first purchased VMC in 2018 Q4, initially acquiring about 2.92M shares. John Armitage later completely sold out the position and invested in Vulcan Materials Company again in 2025 Q4. Since the initial investment in Vulcan Materials Company (VMC), Egerton Capital has made 17 more transactions.
When did John Armitage buy Vulcan Materials Company (VMC)?
John Armitage first invested in Vulcan Materials Company (VMC) in 2018 Q4 at the reported quarter-end price of $98.80 per share.
What's the cost basis of Egerton Capital's VMC stake?
The estimated cost basis for Vulcan Materials Company (VMC) stake is around $280.92 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $280.92
John Armitage's historical trades in Vulcan Materials Company
18 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
5.62%
|
1,971,694
|
$295.01
|
$581,669,447
|
+11.44% (+202,478)
|
+0.58%
|
|
2026 Q1
|
5.35%
|
1,769,216
|
$272.30
|
$481,757,517
|
+84.26% (+809,043)
|
+2.45%
|
|
2025 Q4
|
2.98%
|
960,173
|
$285.22
|
$273,860,543
|
new
|
+2.98%
|
|
2022 Q2
|
0.00%
|
0
|
$183.70
|
|
-100% (-223,611)
|
-0.22%
|
|
2022 Q1
|
0.22%
|
223,611
|
$183.70
|
$41,077,000
|
-74.06% (-638,495)
|
-0.55%
|
|
2021 Q4
|
0.83%
|
862,106
|
$207.58
|
$178,956,000
|
+33.03% (+214,058)
|
+0.21%
|
|
2021 Q3
|
0.52%
|
648,048
|
$169.16
|
$109,624,000
|
new
|
+0.52%
|
|
2021 Q2
|
0.00%
|
0
|
$168.75
|
|
-100% (-991,494)
|
-0.88%
|
|
2021 Q1
|
0.88%
|
991,494
|
$168.75
|
$167,315,000
|
-41.21% (-695,145)
|
-0.66%
|
|
2020 Q4
|
1.42%
|
$148.31
|
-31.24% (-766,181)
|
|||
|
2020 Q3
|
2.05%
|
$135.54
|
new
|
|||
|
2020 Q2
|
0.00%
|
$108.07
|
-100% (-1,818,421)
|
|||
|
2020 Q1
|
2.03%
|
$108.07
|
-52.45% (-2,005,841)
|
|||
|
2019 Q4
|
3.94%
|
$143.99
|
+7.95% (+281,679)
|
|||
|
2019 Q3
|
3.84%
|
$151.24
|
-12.49% (-505,786)
|
|||
|
2019 Q2
|
4.07%
|
$137.31
|
-4.43% (-187,820)
|
|||
|
2019 Q1
|
3.54%
|
$118.40
|
+45.31% (+1,320,882)
|
|||
|
2018 Q4
|
2.40%
|
$98.80
|
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.