Edgestream Partners, L.P.

Position in VMI — Valmont Industries Inc

CIK 1535061 Princeton, NJ

Position in VMI

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$9,439,441

+$1,010,033 QoQ

Shares Held

23,624

+12.8% QoQ

Ownership

0.122%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

8 quarters on record

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

Industrials · as of Mar 31, 2026

Edgestream Partners, L.P. holds $23,626,149 across 4 Conglomerates names. VMI ranks #2 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GHC	Graham Holdings Co	10,155	$10,736,475
2	VMI	Valmont Industries Inc This page	23,624	$9,439,441
3	TTI	Tetra Technologies Inc	337,268	$2,873,523
4	SEB	Seaboard Corp /De/	102	$576,710

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,439,441	23,624	+12.8%	Shares	Sole	2026-05-18
2025-12-31	$8,429,408	20,952	+1126.0%	Shares	Sole	2026-02-13
2025-09-30	$662,630	1,709	-88.4%	Shares	Sole	2025-11-12
2025-06-30	$4,804,171	14,711	+50.1%	Shares	Sole	2025-08-13
2024-03-31	$2,236,915	9,799	+911.2%	Shares	Sole	2024-05-10
2023-12-31	$226,271	969	-4.2%	Shares	Sole	2024-02-14
2023-09-30	$242,852	1,011	-36.9%	Shares	Sole	2023-11-15
2023-06-30	$466,553	1,603	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.