Position in VMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$61,039,035
+$20,196,588 QoQ
Shares Held
105,677
+3.4% QoQ
Ownership
0.547%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#48
of 649 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 9%
None 0%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026AMERICAN CENTURY COMPANIES INC holds $405,887,531 across 15 Conglomerates names. VMI ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
791,423 | $177,199,609 | |
| 2 | VMI |
Valmont Industries Inc
This page
|
105,677 | $61,039,035 | |
| 3 | TTI |
Tetra Technologies Inc
|
4,528,248 | $51,305,049 | |
| 4 | CODI |
Compass Diversified Holdings
|
4,073,422 | $43,422,678 | |
| 5 | SEB |
Seaboard Corp /De/
|
7,462 | $33,312,831 | |
| 6 | MMM |
3M Co
|
105,697 | $17,113,401 | |
| 7 | OTTR |
Otter Tail Corp
|
86,785 | $7,808,914 | |
| 8 | GHC |
Graham Holdings Co
|
5,846 | $6,672,741 |
All Filings in VMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,039,035 | 105,677 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $40,842,447 | 102,216 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $44,827,701 | 111,423 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $44,041,862 | 113,589 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $29,935,365 | 91,666 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $19,202,832 | 67,291 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,868,690 | 55,006 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $10,053,726 | 34,674 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,605,188 | 24,067 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $4,718,547 | 20,670 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,030,012 | 4,411 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,492,184 | 6,212 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,238,756 | 7,692 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,270,095 | 3,978 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,116,011 | 3,375 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $629,913 | 2,345 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $387,262 | 1,724 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $391,304 | 1,640 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $706,660 | 2,821 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $678,086 | 2,884 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $1,371,922 | 5,812 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $11,294,078 | 47,520 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $834,591 | 4,771 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,085,230 | 16,792 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,059,135 | 18,123 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,212,574 | 68,056 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||