Position in VMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$73,806,882
+$37,432,428 QoQ
Shares Held
127,782
+40.4% QoQ
Ownership
0.662%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#40
of 649 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $2,563,922,184 across 22 Conglomerates names. VMI ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
7,290,377 | $1,632,315,408 | |
| 2 | MMM |
3M Co
|
4,458,815 | $721,926,734 | |
| 3 | VMI |
Valmont Industries Inc
This page
|
127,782 | $73,806,882 | |
| 4 | GHC |
Graham Holdings Co
|
27,445 | $31,326,270 | |
| 5 | OTTR |
Otter Tail Corp
|
249,295 | $22,431,563 | |
| 6 | DLX |
Deluxe Corp
|
913,239 | $21,808,147 | |
| 7 | TTI |
Tetra Technologies Inc
|
1,239,386 | $14,042,241 | |
| 8 | SEB |
Seaboard Corp /De/
|
3,092 | $13,803,707 |
All Filings in VMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,806,882 | 127,782 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $36,374,454 | 91,034 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,590,099 | 53,664 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $22,404,590 | 57,784 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,818,183 | 63,748 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,873,071 | 59,127 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $16,698,487 | 54,451 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $10,855,727 | 37,440 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,936,679 | 65,355 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,816,478 | 21,099 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,166,791 | 43,539 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $8,534,420 | 35,529 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $6,389,419 | 21,953 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $11,692,031 | 36,620 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $11,462,675 | 34,665 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $11,507,411 | 42,839 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $6,165,868 | 27,449 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $11,606,696 | 48,645 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,876,459 | 43,419 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $12,783,708 | 54,371 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $14,694,820 | 62,253 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $14,338,630 | 60,330 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,367,150 | 53,548 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $9,318,839 | 75,043 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,780,523 | 86,081 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $5,022,815 | 47,394 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||