Bristlecone Value Partners, LLC
Position in VMI — Valmont Industries Inc
CIK 1313998
LOS ANGELES, CA
Position in VMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,323,281
+$407,867 QoQ
Shares Held
2,291
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#285
of 649 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Bristlecone Value Partners, LLC holds $2,096,022 across 2 Conglomerates names. VMI ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
2,291 | $1,323,281 | |
| 2 | GHC |
Graham Holdings Co
|
677 | $772,741 |
All Filings in VMI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,281 | 2,291 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $915,414 | 2,291 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||