Position in VMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$175,407,876
+$66,034,782 QoQ
Shares Held
303,684
+10.9% QoQ
Ownership
1.57%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#11
of 648 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $2,035,860,199 across 20 Conglomerates names. VMI ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
4,640,857 | $1,039,087,879 | |
| 2 | MMM |
3M Co
|
4,475,755 | $724,669,487 | |
| 3 | VMI |
Valmont Industries Inc
This page
|
303,684 | $175,407,876 | |
| 4 | OTTR |
Otter Tail Corp
|
312,589 | $28,126,756 | |
| 5 | TTI |
Tetra Technologies Inc
|
1,774,275 | $20,102,533 | |
| 6 | GHC |
Graham Holdings Co
|
12,886 | $14,708,336 | |
| 7 | CODI |
Compass Diversified Holdings
|
1,132,250 | $12,069,783 | |
| 8 | DLX |
Deluxe Corp
|
261,488 | $6,244,332 |
All Filings in VMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,407,876 | 303,684 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $109,373,094 | 273,727 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $114,854,309 | 285,480 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $113,215,992 | 291,997 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $95,354,844 | 291,989 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $84,122,793 | 294,785 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $87,976,566 | 286,877 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $85,350,548 | 294,363 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $80,371,033 | 292,844 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,341,592 | 58,444 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $14,436,517 | 61,824 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,791,173 | 57,413 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,495,987 | 46,370 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,712,555 | 17,892 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,871,151 | 11,707 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,362,313 | 12,517 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,430,270 | 10,819 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,858,664 | 11,981 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,994,977 | 11,956 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $3,684,562 | 15,671 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,138,426 | 17,532 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $5,557,910 | 23,385 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,459,237 | 19,775 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,486,557 | 11,971 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,008,769 | 26,481 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,226,452 | 30,444 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||