Position in VMI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$890,641
-$6,130 QoQ
Shares Held
2,229
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026FIRST MANHATTAN CO. LLC. holds $488,763,285 across 8 Conglomerates names. VMI ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
1,980,789 | $469,551,974 | |
| 2 | NNBR |
Nn Inc
|
3,336,800 | $4,838,360 | |
| 3 | BOC |
BOSTON OMAHA Corp
|
412,479 | $4,817,754 | |
| 4 | MMM |
3M Co
|
31,608 | $4,590,429 | |
| 5 | OTTR |
Otter Tail Corp
|
33,801 | $2,966,713 | |
| 6 | VMI |
Valmont Industries Inc
This page
|
2,229 | $890,641 | |
| 7 | CODI |
Compass Diversified Holdings
|
103,500 | $813,510 | |
| 8 | TRC |
Tejon Ranch Co
|
15,600 | $293,904 |
All Filings in VMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $890,641 | 2,229 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $896,771 | 2,229 | Shares | Sole | 2026-02-17 | |
| 2023-09-30 | $240 | 1 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||