Position in VMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$103,818,400
+$28,895,832 QoQ
Shares Held
179,741
-4.1% QoQ
Ownership
0.931%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 648 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026NORTHERN TRUST CORP holds $1,748,188,069 across 22 Conglomerates names. VMI ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
5,628,328 | $911,282,581 | |
| 2 | HON |
Honeywell International Inc
|
2,536,834 | $567,997,130 | |
| 3 | VMI |
Valmont Industries Inc
This page
|
179,741 | $103,818,400 | |
| 4 | GHC |
Graham Holdings Co
|
42,007 | $47,947,626 | |
| 5 | OTTR |
Otter Tail Corp
|
453,446 | $40,801,068 | |
| 6 | DLX |
Deluxe Corp
|
552,447 | $13,192,430 | |
| 7 | TTI |
Tetra Technologies Inc
|
1,164,293 | $13,191,437 | |
| 8 | BBUC |
Brookfield Business Corp
|
397,433 | $11,863,373 |
All Filings in VMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,818,400 | 179,741 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $74,922,568 | 187,508 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $75,657,882 | 188,054 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $77,135,779 | 198,942 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $65,420,133 | 200,325 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $61,712,116 | 216,253 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $61,812,094 | 201,559 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $48,390,623 | 166,893 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $48,581,765 | 177,015 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $36,596,934 | 160,316 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $39,740,131 | 170,186 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $37,988,728 | 158,148 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $43,964,847 | 151,056 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $50,328,744 | 157,632 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $51,648,337 | 156,193 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $45,484,885 | 169,328 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $39,801,288 | 177,186 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $42,690,788 | 178,922 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $45,124,818 | 180,139 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $38,983,364 | 165,802 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $40,059,099 | 169,706 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $41,632,414 | 175,169 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $28,979,776 | 165,665 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $20,803,129 | 167,524 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $19,861,000 | 174,802 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $18,950,175 | 178,809 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||