Position in VMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$245,015,609
+$71,044,031 QoQ
Shares Held
424,196
-2.6% QoQ
Ownership
2.20%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 649 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $4,436,708,568 across 24 Conglomerates names. VMI ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
11,957,078 | $1,935,970,498 | |
| 2 | HON |
Honeywell International Inc
|
8,207,101 | $1,837,569,913 | |
| 3 | VMI |
Valmont Industries Inc
This page
|
424,196 | $245,015,609 | |
| 4 | GHC |
Graham Holdings Co
|
90,982 | $103,848,674 | |
| 5 | OTTR |
Otter Tail Corp
|
1,112,886 | $100,137,481 | |
| 6 | TTI |
Tetra Technologies Inc
|
3,337,072 | $37,809,025 | |
| 7 | DLX |
Deluxe Corp
|
1,368,783 | $32,686,537 | |
| 8 | BBUC |
Brookfield Business Corp
|
991,157 | $29,586,035 |
All Filings in VMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,015,609 | 424,196 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $173,971,578 | 435,397 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $148,479,816 | 369,059 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $138,256,375 | 356,579 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $115,684,483 | 354,241 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $100,712,780 | 352,920 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $102,955,558 | 335,721 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $97,401,743 | 335,926 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $90,839,106 | 330,986 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $76,709,841 | 336,034 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $75,449,416 | 323,110 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $75,382,221 | 313,818 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $89,685,602 | 308,145 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $95,815,928 | 300,100 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $95,362,251 | 288,391 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $73,710,133 | 274,403 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $61,152,148 | 272,235 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $65,546,044 | 274,711 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $65,948,634 | 263,268 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $59,715,307 | 253,978 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $60,679,013 | 257,060 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $60,997,530 | 256,648 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $44,164,227 | 252,468 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $28,529,609 | 229,744 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $27,715,212 | 243,929 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $26,375,029 | 248,868 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||