&PARTNERS

Position in VMI — Valmont Industries Inc

CIK 107136 NASHVILLE, TN

Position in VMI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$955,771

+$521,668 QoQ

Shares Held

2,392

+121.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

&PARTNERS holds $47,469,191 across 5 Conglomerates names. VMI ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	153,757	$22,330,129
2	HON	Honeywell International Inc	87,654	$20,778,643
3	TTI	Tetra Technologies Inc	371,236	$3,162,930
4	VMI	Valmont Industries Inc This page	2,392	$955,771
5	OTTR	Otter Tail Corp	2,754	$241,718

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$955,771	2,392	+121.7%	Shares	Sole	2026-05-15
2025-12-31	$434,103	1,079	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$425,727	1,098	-16.9%	Shares	Sole	2025-11-14
2025-06-30	$431,725	1,322	+57.6%	Shares	Sole	2025-08-14
2025-03-31	$239,425	839	+17.5%	Shares	Sole	2025-05-15
2024-12-31	$218,962	714	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$206,154	711	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.