Position in VMI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,110,196
-$62,700 QoQ
Shares Held
22,800
0.0% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026De Lisle Partners LLP holds $9,786,506 across 2 Conglomerates names. VMI ranks #1 (93.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
22,800 | $9,110,196 | |
| 2 | NNBR |
Nn Inc
|
466,421 | $676,310 |
All Filings in VMI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,110,196 | 22,800 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,172,896 | 22,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,840,244 | 22,800 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,772,366 | 23,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,077,176 | 24,800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,992,076 | 22,800 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,451,060 | 18,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,567,850 | 13,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,282,800 | 10,000 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||