PICTON MAHONEY ASSET MANAGEMENT

Position in VMI — Valmont Industries Inc

CIK 1539041 Toronto, A6

Position in VMI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,266,676

-$379,152 QoQ

Shares Held

2,193

-46.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#294

of 651 holders

Holding Since

Dec 2023

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $18,791,930 across 4 Conglomerates names. VMI ranks #2 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBUC	Brookfield Business Corp	573,121	$17,107,661
2	VMI	Valmont Industries Inc This page	2,193	$1,266,676
3	SEB	Seaboard Corp /De/	93	$415,182
4	DLX	Deluxe Corp	101	$2,411

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,266,676	2,193	-46.8%	Shares	Sole	2026-08-13
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.