Position in VMI
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$327,647
-$30,015 QoQ
Shares Held
820
-7.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Essential Partners LLC holds $831,663 across 17 Conglomerates names. VMI ranks #1 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
820 | $327,647 | |
| 2 | HON |
Honeywell International Inc
|
1,070 | $253,646 | |
| 3 | MMM |
3M Co
|
945 | $137,242 | |
| 4 | CODI |
Compass Diversified Holdings
|
5,337 | $41,948 | |
| 5 | DLX |
Deluxe Corp
|
1,157 | $31,863 | |
| 6 | GHC |
Graham Holdings Co
|
14 | $14,801 | |
| 7 | TTI |
Tetra Technologies Inc
|
1,410 | $12,013 | |
| 8 | FIP |
FTAI Infrastructure Inc.
|
1,674 | $8,269 |
All Filings in VMI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||