Position in VMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$138,191,377
+$136,941,922 QoQ
Shares Held
239,251
+7551.1% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#19
of 652 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Pictet Asset Management Holding SA holds $215,772,730 across 10 Conglomerates names. VMI ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
239,251 | $138,191,377 | |
| 2 | MMM |
3M Co
|
282,009 | $45,660,077 | |
| 3 | HON |
Honeywell International Inc
|
125,532 | $28,106,614 | |
| 4 | PAM |
Pampa Energy Inc.
|
21,296 | $1,749,040 | |
| 5 | OTTR |
Otter Tail Corp
|
7,080 | $637,058 | |
| 6 | GHC |
Graham Holdings Co
|
500 | $570,710 | |
| 7 | BBUC |
Brookfield Business Corp
|
11,630 | $347,155 | |
| 8 | SEB |
Seaboard Corp /De/
|
48 | $214,287 |
All Filings in VMI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,191,377 | 239,251 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,249,455 | 3,127 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,164,314 | 2,894 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,072,461 | 2,766 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,033,920 | 3,166 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $915,752 | 3,209 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $950,677 | 3,100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $807,800 | 2,786 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $679,812 | 2,477 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $676,165 | 2,962 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $571,165 | 2,446 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $587,553 | 2,446 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||