Carmel Capital Partners, LLC

Position in VMI — Valmont Industries Inc

CIK 1900481 SAN DIEGO, CA

Position in VMI

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,968,864

+$477,945 QoQ

Shares Held

5,140

-17.5% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#222

of 649 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Carmel Capital Partners, LLC holds $3,463,840 across 3 Conglomerates names. VMI ranks #1 (85.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMI	Valmont Industries Inc This page	5,140	$2,968,864
2	GHC	Graham Holdings Co	227	$259,102
3	BBUC	Brookfield Business Corp	7,902	$235,874

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,968,864	5,140	-17.5%	Shares	Sole	2026-07-30
2026-03-31	$2,490,919	6,234	+7.5%	Shares	Sole	2026-04-30
2025-12-31	$2,332,651	5,798	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.