Leeward Investments, LLC - MA

Position in VMI — Valmont Industries Inc

CIK 1923173 BOSTON, MA

Position in VMI

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

Position Value

$32,447,257

+$9,524,326 QoQ

Shares Held

56,176

-2.1% QoQ

Ownership

0.291%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#66

of 649 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Industrials · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $32,447,257 across 1 Conglomerates name. VMI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VMI	Valmont Industries Inc This page	56,176	$32,447,257

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,447,257	56,176	-2.1%	Shares	Sole	2026-07-30
2026-03-31	$22,922,931	57,369	-1.8%	Shares	Sole	2026-04-17
2025-12-31	$23,504,741	58,423	-1.4%	Shares	Sole	2026-02-05
2025-09-30	$22,981,144	59,271	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$19,789,488	60,598	+10.9%	Shares	Sole	2025-07-31
2025-03-31	$15,599,465	54,664	-4.3%	Shares	Sole	2025-04-29
2024-12-31	$17,511,470	57,102	-6.8%	Shares	Sole	2025-02-04
2024-09-30	$17,766,396	61,274	+13.2%	Shares	Sole	2024-10-31
2024-06-30	$14,853,234	54,120	+5.6%	Shares	Sole	2024-07-19
2024-03-31	$11,697,067	51,240	-4.1%	Shares	Sole	2024-04-19
2023-12-31	$12,470,601	53,405	-0.8%	Shares	Sole	2024-02-02
2023-09-30	$12,938,191	53,862	-14.5%	Shares	Sole	2023-10-11
2023-06-30	$18,327,709	62,971	-2.6%	Shares	Sole	2023-07-27
2023-03-31	$20,644,006	64,658	-2.5%	Shares	Sole	2023-04-20
2022-12-31	$21,933,671	66,331	-2.9%	Shares	Sole	2023-02-02
2022-09-30	$18,347,820	68,304	+25.7%	Shares	Sole	2022-10-24
2022-06-30	$12,205,271	54,335	—	Shares	Sole	2022-07-19
No filing history on record for this holder in this stock.