STOREBRAND ASSET MANAGEMENT AS

CIK

1685676

City

LYSAKER

State / Country

Q8

Stock

VMI — Valmont Industries Inc

Top Portfolio Positions

761 positions · $33,774,343,062 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	13,909,083	$2,425,744,075	7.18%
AAPL	Apple Inc. Technology	8,051,497	$2,043,389,423	6.05%
MSFT	Microsoft Corp Technology	4,069,363	$1,506,356,101	4.46%
AMZN	Amazon Com Inc Consumer Cyclical	5,787,926	$1,205,451,348	3.57%
GOOGL	Alphabet Inc. Communication Services	3,425,368	$984,998,822	2.92%
AVGO	Broadcom Inc. Technology	2,520,488	$780,116,240	2.31%
META	Meta Platforms, Inc. Communication Services	1,163,514	$665,681,264	1.97%
TSLA	Tesla, Inc. Consumer Cyclical	1,537,857	$571,698,339	1.69%
V	Visa Inc. Financial Services	1,769,927	$534,942,736	1.58%
JPM	Jpmorgan Chase & Co Financial Services	1,686,895	$496,217,033	1.47%

Portfolio Trend

25 quarters · across all stocks

Holdings in VMI

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,135,703	110,458	-0.7%	Shares	Sole	2026-05-05
2025-12-31	$44,748,846	111,227	-6.9%	Shares	Sole	2026-05-20
2025-09-30	$46,341,489	119,520	-9.5%	Shares	Sole	2026-06-03
2025-06-30	$43,115,730	132,026	-7.6%	Shares	Sole	2026-06-03
2025-03-31	$40,755,687	142,817	-0.6%	Shares	Sole	2026-06-03
2024-12-31	$44,042,105	143,614	-22.5%	Shares	Sole	2026-06-17
2024-09-30	$53,697,580	185,196	-9.2%	Shares	Sole	2026-06-17
2024-06-30	$55,991,093	204,012	-12.6%	Shares	Sole	2026-06-17
2024-03-31	$53,315,478	233,553	+5.3%	Shares	Sole	2026-06-17
2023-12-31	$51,790,416	221,791	+9.0%	Shares	Sole	2026-06-18
2023-09-30	$48,858,714	203,400	+23.1%	Shares	Sole	2026-06-18
2023-06-30	$48,087,863	165,222	+12.8%	Shares	Sole	2026-06-18
2023-03-31	$46,749,935	146,423	+165.5%	Shares	Sole	2026-06-18
2022-12-31	$18,238,434	55,156	—	Shares	Sole	2026-06-18
No 13F history on record for this holder in this stock.