Position in VMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$96,168,663
+$29,751,745 QoQ
Shares Held
166,497
+0.2% QoQ
Ownership
0.862%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 649 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $3,727,067,327 across 24 Conglomerates names. VMI ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
9,632,173 | $2,156,643,526 | |
| 2 | MMM |
3M Co
|
7,630,269 | $1,235,416,845 | |
| 3 | VMI |
Valmont Industries Inc
This page
|
166,497 | $96,168,663 | |
| 4 | OTTR |
Otter Tail Corp
|
885,376 | $79,666,128 | |
| 5 | GHC |
Graham Holdings Co
|
37,426 | $42,718,782 | |
| 6 | PAM |
Pampa Energy Inc.
|
281,100 | $23,086,740 | |
| 7 | SEB |
Seaboard Corp /De/
|
4,330 | $19,330,546 | |
| 8 | CODI |
Compass Diversified Holdings
|
1,702,535 | $18,149,020 |
All Filings in VMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,168,663 | 166,497 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $66,416,918 | 166,221 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $63,520,289 | 157,885 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $66,824,485 | 172,348 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $61,258,319 | 187,581 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $61,899,888 | 216,911 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $61,656,914 | 201,053 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $45,501,557 | 156,929 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $44,470,774 | 162,036 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $45,116,795 | 197,638 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $45,205,664 | 193,592 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $41,953,390 | 174,653 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $42,476,123 | 145,941 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $33,544,190 | 105,062 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $36,849,197 | 111,438 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,855,455 | 81,362 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,964,661 | 88,878 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $12,549,641 | 52,597 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $10,744,195 | 42,891 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,936,673 | 38,009 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,645,667 | 53,572 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $5,379,658 | 22,635 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,293,254 | 47,409 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,503,446 | 12,107 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,629,052 | 23,139 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,541,583 | 14,546 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||