Position in VMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,119,040
+$2,796,588 QoQ
Shares Held
5,400
+569.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#219
of 651 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Arax Advisory Partners holds $15,375,217 across 18 Conglomerates names. VMI ranks #3 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
25,033 | $5,604,888 | |
| 2 | MMM |
3M Co
|
32,433 | $5,251,227 | |
| 3 | VMI |
Valmont Industries Inc
This page
|
5,400 | $3,119,040 | |
| 4 | DLX |
Deluxe Corp
|
20,450 | $488,346 | |
| 5 | GHC |
Graham Holdings Co
|
408 | $465,699 | |
| 6 | CODI |
Compass Diversified Holdings
|
19,468 | $207,528 | |
| 7 | OTTR |
Otter Tail Corp
|
768 | $69,104 | |
| 8 | SEB |
Seaboard Corp /De/
|
11 | $49,107 |
All Filings in VMI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,119,040 | 5,400 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $322,452 | 807 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $322,258 | 801 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,827,670 | 9,872 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $140,425 | 430 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $77,620 | 272 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $57,347 | 187 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $53,640 | 185 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $36,775 | 134 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $31,958 | 140 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $30,823 | 132 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,323 | 18 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||