Position in VMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,432,731
+$1,789,728 QoQ
Shares Held
11,137
-4.2% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#164
of 649 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026LEUTHOLD GROUP, LLC holds $7,006,865 across 2 Conglomerates names. VMI ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
11,137 | $6,432,731 | |
| 2 | GHC |
Graham Holdings Co
|
503 | $574,134 |
All Filings in VMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,432,731 | 11,137 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,643,003 | 11,620 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,625,875 | 11,498 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $411,381 | 1,061 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $219,781 | 673 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||