Tag: VMC
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Wallace Weitz had a good Q2!
The Fund’s technology-related stocks were again among the largest quarterly contributors, with Meta Platforms, Inc. (META), CoStar Group, Inc. (CSGP), Alphabet, Inc. (GOOG), and Oracle Corp. (ORCL) leading the way. Back in the “old” economy, rocks-and-gravel producer Vulcan Materials Co. (VMC) saw its stock rise more than 30% during the quarter. The aggregates pricing power…