Position in VMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,529,419
+$2,555,448 QoQ
Shares Held
14,767
-1.2% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#144
of 648 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026L. Roy Papp & Associates, LLP holds $8,899,301 across 2 Conglomerates names. VMI ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
This page
|
14,767 | $8,529,419 | |
| 2 | HON |
Honeywell International Inc
|
1,652 | $369,882 |
All Filings in VMI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,529,419 | 14,767 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,973,971 | 14,951 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,836,053 | 14,506 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,430,158 | 14,005 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,552,712 | 13,941 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,968,640 | 13,907 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,269,153 | 13,921 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,048,281 | 13,962 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,794,271 | 13,825 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,594,725 | 15,747 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,688,647 | 20,079 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $6,579,832 | 27,392 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $7,532,665 | 25,881 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,966,355 | 24,951 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $8,234,675 | 24,903 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $6,732,154 | 25,062 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,450,197 | 24,263 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,781,755 | 24,232 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,676,831 | 22,662 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,381,730 | 14,383 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $578,322 | 2,450 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $582,291 | 2,450 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||