Position in VMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$114,364
-$213,283 QoQ
Shares Held
198
-75.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#535
of 651 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Essential Partners LLC holds $376,785 across 17 Conglomerates names. VMI ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
198 | $114,364 | |
| 2 | HON |
Honeywell International Inc
|
470 | $105,233 | |
| 3 | MMM |
3M Co
|
453 | $73,345 | |
| 4 | SEB |
Seaboard Corp /De/
|
7 | $31,250 | |
| 5 | DLX |
Deluxe Corp
|
1,011 | $24,142 | |
| 6 | GHC |
Graham Holdings Co
|
14 | $15,979 | |
| 7 | CODI |
Compass Diversified Holdings
|
875 | $9,327 | |
| 8 | BOC |
BOSTON OMAHA Corp
|
55 | $750 |
All Filings in VMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,364 | 198 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $327,647 | 820 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $357,662 | 889 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $295,450 | 762 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $201,167 | 616 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||