VMI
Valmont Industries, Inc. · Industrials · Conglomerates
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 209.35K | $95.86M | n/a | −1 |
| Q2 2026 | 131 | -3 | 11.32M | $6.53B | +8 | −12 |
| Q1 2026 | 138 | +6 | 11.71M | $4.67B | +9 | −4 |
| Q4 2025 | 132 | 0 | 12.72M | $5.09B | +1 | n/a |
| Q3 2025 | 18 | -1 | 6.49M | $2.51B | n/a | −2 |
| Q2 2025 | 17 | -2 | 6.20M | $2.03B | n/a | −2 |
| Q1 2025 | 16 | 0 | 1.95M | $557.93M | n/a | n/a |
| Q4 2024 | 16 | +1 | 1.80M | $553.54M | +1 | n/a |
| Q3 2024 | 14 | 0 | 1.36M | $392.99M | +1 | −1 |
| Q2 2024 | 14 | n/a | 1.41M | $386.45M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ninety One UK Ltd | 198.65K | +4.5% | $91.97M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 10.64K | +20.3% | $3.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | TD Waterhouse Canada Inc. | 62 | +6.9% | $29,072 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Assetmark, Inc | $15,595 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 599 holders, 17.51M shares, $6.69B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.