Position in VMI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$22,346,351
-$387,545 QoQ
Shares Held
55,926
-1.0% QoQ
Ownership
0.290%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026CWM, LLC holds $61,054,331 across 19 Conglomerates names. VMI ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
55,926 | $22,346,351 | |
| 2 | HON |
Honeywell International Inc
|
76,637 | $18,166,938 | |
| 3 | MMM |
3M Co
|
116,373 | $16,900,850 | |
| 4 | DLX |
Deluxe Corp
|
34,601 | $952,911 | |
| 5 | OTTR |
Otter Tail Corp
|
8,407 | $737,882 | |
| 6 | GHC |
Graham Holdings Co
|
624 | $659,730 | |
| 7 | TTI |
Tetra Technologies Inc
|
72,207 | $615,203 | |
| 8 | CODI |
Compass Diversified Holdings
|
34,732 | $272,993 |
All Filings in VMI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,346,351 | 55,926 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,733,896 | 56,507 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $22,495,319 | 58,018 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $16,046,670 | 49,137 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,014,013 | 45,604 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $14,042,725 | 45,791 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,693,178 | 47,226 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $12,973,800 | 47,272 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $10,786,914 | 47,253 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $10,995,285 | 47,087 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $28,104 | 117 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $39,582 | 136 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $34,482 | 108 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $32,074 | 97 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $32,771 | 122 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $23,810 | 106 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $24,575 | 103 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $25,801 | 103 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $7,553 | 32 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $7,605 | 32 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $5,597 | 32 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $3,973 | 32 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $3,635 | 32 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $3,391 | 32 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||