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MLM · HWM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MLM
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterMLMHWM
Q3 20208 holders, $1.2bn12 holders, $1.6bn
Q4 20207 holders, $1.2bn21 holders, $3.0bn
Q1 202112 holders, $1.8bn18 holders, $3.2bn
Q2 20217 holders, $2.1bn19 holders, $3.8bn
Q3 20218 holders, $2.1bn18 holders, $3.4bn
Q4 20218 holders, $3.3bn15 holders, $3.7bn
Q1 202210 holders, $2.8bn12 holders, $3.6bn
Q2 202211 holders, $2.0bn15 holders, $3.2bn
Q3 202211 holders, $1.5bn20 holders, $3.1bn
Q4 202211 holders, $1.7bn19 holders, $4.4bn
Q1 202314 holders, $1.6bn23 holders, $4.7bn
Q2 202315 holders, $2.3bn25 holders, $5.2bn
Q3 202317 holders, $2.9bn26 holders, $4.3bn
Q4 202316 holders, $3.4bn22 holders, $5.0bn
Q1 202415 holders, $4.3bn22 holders, $6.1bn
Q2 202411 holders, $4.0bn23 holders, $7.1bn
Q3 202410 holders, $3.8bn25 holders, $8.7bn
Q4 202410 holders, $3.4bn21 holders, $9.0bn
Q1 202511 holders, $2.7bn23 holders, $10.0bn
Q2 202513 holders, $3.0bn22 holders, $13.2bn
Q3 20258 holders, $3.2bn23 holders, $13.4bn
Q4 202510 holders, $3.6bn26 holders, $13.6bn
Q1 20269 holders, $3.8bn35 holders, $15.6bn
Q2 20269 holders, $4.2bn37 holders, $17.3bn
MLM

Martin Marietta Matls Inc

Holders
10
Reported value
$3.6bn
Buyers
16
Sellers
11

Breadth +5 among 92 comparable managers.

HWM

Howmet Aerospace Inc

Holders
26
Reported value
$13.6bn
Buyers
23
Sellers
14

Breadth +9 among 92 comparable managers.

Who holds both, Q4 2025

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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