Position in VMI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,641,803
-$41,603 QoQ
Shares Held
11,617
-0.2% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.62417147284152.ToString("F0")%
Shared 0.ToString("F0")%
None 2.3758285271584745.ToString("F0")%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $483,467,628 across 8 Conglomerates names. VMI ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
1,787,117 | $423,641,442 | |
| 2 | MMM |
3M Co
|
369,830 | $53,710,408 | |
| 3 | VMI |
Valmont Industries Inc
This page
|
11,617 | $4,641,803 | |
| 4 | GHC |
Graham Holdings Co
|
604 | $638,584 | |
| 5 | TTI |
Tetra Technologies Inc
|
31,636 | $269,538 | |
| 6 | TUSK |
Mammoth Energy Services, Inc.
|
105,572 | $258,651 | |
| 7 | OTTR |
Otter Tail Corp
|
2,620 | $229,956 | |
| 8 | FIP |
FTAI Infrastructure Inc.
|
15,637 | $77,246 |
All Filings in VMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,641,803 | 11,617 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,683,406 | 11,641 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,539,153 | 11,707 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,895,652 | 11,929 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,281,754 | 11,500 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,472,116 | 11,322 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,647,860 | 12,581 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,231,099 | 11,773 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,694,387 | 11,803 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,581,918 | 11,057 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,045,146 | 8,514 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $845,207 | 2,904 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,595,440 | 4,997 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,731,056 | 5,235 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $978,850 | 3,644 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $963,886 | 4,291 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,014,765 | 4,253 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,161,067 | 4,635 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,090,485 | 4,638 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,053,489 | 4,463 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,061,433 | 4,466 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $555,926 | 3,178 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $291,077 | 2,344 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $274,845 | 2,419 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $259,120 | 2,445 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||