Martin Marietta Materials (MLM) Surged Following an Asset Swap Deal

2 days ago 4

Soumya Eswaran

Mon, December 15, 2025 astatine 7:00 AM CST 2 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Focus Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, each the large plus classes posted affirmative returns but fixed income assets extracurricular the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% instrumentality for the Russell Midcap Growth Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, TimesSquare Capital U.S. Focus Growth Strategy highlighted stocks specified arsenic Martin Marietta Materials, Inc. (NYSE:MLM). Martin Marietta Materials, Inc. (NYSE:MLM) is simply a gathering materials institution that supplies aggregates and heavy-side gathering materials to the operation industry. The one-month instrumentality of Martin Marietta Materials, Inc. (NYSE:MLM) was 6.49%, and its shares gained 14.79% of their worth implicit the past 52 weeks. On December 12, 2025, Martin Marietta Materials, Inc. (NYSE:MLM) banal closed astatine $628.25 per share, with a marketplace capitalization of $37.888 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the pursuing regarding Martin Marietta Materials, Inc. (NYSE:MLM) successful its 3rd 4th 2025 capitalist letter:

"Within Materials, we question good positioned companies that are little susceptible to swings successful commodity prices. Martin Marietta Materials, Inc. (NYSE:MLM) supplies aggregates to the gathering industry. Management announced an plus swap successful which a backstage institution called Quikrete volition person cement and ready-mix assets. As portion of this exchange, Martin Marietta volition get aggregates operations crossed Virginia, Missouri, Kansas, and Vancouver. This woody was good received by the marketplace with its shares rising 15% implicit the quarter."

“Road Building Is Booming — This Is the One You Want!”

Martin Marietta Materials, Inc. (NYSE:MLM) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 64 hedge money portfolios held Martin Marietta Materials, Inc. (NYSE:MLM) astatine the extremity of the 3rd quarter, the aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of Martin Marietta Materials, Inc. (NYSE:MLM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Martin Marietta Materials, Inc. (NYSE:MLM) and shared Diamond Hill Large Cap Fund's views connected the company. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.