PICTON MAHONEY ASSET MANAGEMENT

Position in VMI — Valmont Industries Inc

CIK 1539041 Toronto, A6

Position in VMI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,645,828

+$1,221,774 QoQ

Shares Held

4,119

+126.8% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

2 quarters on record

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

Industrials · as of Mar 31, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $4,885,207 across 6 Conglomerates names. VMI ranks #1 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMI	Valmont Industries Inc This page	4,119	$1,645,828
2	DLX	Deluxe Corp	54,673	$1,505,694
3	MMM	3M Co	8,449	$1,227,048
4	SEB	Seaboard Corp /De/	89	$503,207
5	GHC	Graham Holdings Co	2	$2,114
6	OTTR	Otter Tail Corp	15	$1,316

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,645,828	4,119	+126.8%	Shares	Sole	2026-05-13
2023-12-31	$424,054	1,816	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.