Position in VMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,919,942
-$7,519,499 QoQ
Shares Held
3,324
-85.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#264
of 651 holders
Holding Since
Jun 2023
9 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, 2026Edgestream Partners, L.P. holds $17,031,720 across 6 Conglomerates names. VMI ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GHC |
Graham Holdings Co
|
8,432 | $9,624,453 | |
| 2 | MMM |
3M Co
|
18,412 | $2,981,086 | |
| 3 | VMI |
Valmont Industries Inc
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|
3,324 | $1,919,942 | |
| 4 | HON |
Honeywell International Inc
|
5,509 | $1,233,465 | |
| 5 | SEB |
Seaboard Corp /De/
|
248 | $1,107,153 | |
| 6 | TTI |
Tetra Technologies Inc
|
14,618 | $165,621 |
All Filings in VMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,919,942 | 3,324 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,439,441 | 23,624 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,429,408 | 20,952 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $662,630 | 1,709 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,804,171 | 14,711 | Shares | Sole | 2025-08-13 | |
| 2024-03-31 | $2,236,915 | 9,799 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $226,271 | 969 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $242,852 | 1,011 | 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. | ||||||