Position in VMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$149,637,674
-$10,050,073 QoQ
Shares Held
259,068
-35.2% QoQ
Ownership
1.34%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#13
of 649 holders
Holding Since
Mar 2023
14 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, 2026FRANKLIN RESOURCES INC holds $1,822,274,648 across 11 Conglomerates names. VMI ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
6,509,094 | $1,457,386,141 | |
| 2 | MMM |
3M Co
|
942,379 | $152,580,578 | |
| 3 | VMI |
Valmont Industries Inc
This page
|
259,068 | $149,637,674 | |
| 4 | GHC |
Graham Holdings Co
|
21,797 | $24,879,530 | |
| 5 | TTI |
Tetra Technologies Inc
|
1,820,986 | $20,631,771 | |
| 6 | OTTR |
Otter Tail Corp
|
90,522 | $8,145,168 | |
| 7 | DLX |
Deluxe Corp
|
185,562 | $4,431,218 | |
| 8 | TRC |
Tejon Ranch Co
|
110,292 | $2,062,460 |
All Filings in VMI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,637,674 | 259,068 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $159,687,747 | 399,649 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $160,521,251 | 398,989 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $195,679,186 | 504,679 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $171,739,894 | 525,890 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $146,198,472 | 512,312 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $154,007,219 | 502,192 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $118,098,951 | 407,308 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $70,944,499 | 258,497 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $283,294 | 1,241 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $287,684 | 1,232 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $315,635 | 1,314 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $312,586 | 1,074 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,119,713 | 3,507 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||