Fulcrum Asset Management LLP

Position in VMI — Valmont Industries Inc

CIK 1353395 LONDON, X0

Position in VMI

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$2,019,289

New position

Shares Held

3,496

first reported quarter

Ownership

0.018%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#258

of 649 holders

Holding Since

Jun 2026

1 quarter on record

Industrials · as of Jun 30, 2026

Fulcrum Asset Management LLP holds $2,229,345 across 6 Conglomerates names. VMI ranks #1 (90.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMI	Valmont Industries Inc This page	3,496	$2,019,289
2	SEB	Seaboard Corp /De/	46	$205,359
3	GHC	Graham Holdings Co	2	$2,282
4	DLX	Deluxe Corp	50	$1,194
5	CODI	Compass Diversified Holdings	64	$682
6	OTTR	Otter Tail Corp	6	$539

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,019,289	3,496	—	Shares	Sole	2026-08-18
No filing history on record for this holder in this stock.