VMI β€” VALMONT INDS INC

Ownership history in Robert B. Daugherty Foundation  Β·  2 quarters on record

AI Ownership Summary

Robert B. Daugherty Foundation reported VALMONT INDS INC (VMI) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 100.0% in 2025 Q4. The latest visible filing shows VMI at 100.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Robert B. Daugherty Foundation's position in VALMONT INDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VMI was reported at 100.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
100.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Robert B. Daugherty Foundation held VMI β€” position size vs. price
% of Fund (quarterly)    VMI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 250,000 β€” 0% 100.00% $100.0M 2026-05-15 (Est.) $402.90
2025 Q4 INITIATED 250,000 β€” β€” 100.00% $100.6M 2026-01-22 $445.71

🏒 Other funds also holding VMI

As of 2026 Q1 β€” sorted by position size

Global Wealth Strategies & Associates 3Y 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0%

FAQ About Robert B. Daugherty Foundation and VMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Robert B. Daugherty Foundation reported owning VMI?

Robert B. Daugherty Foundation reported VMI across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported VMI position in Robert B. Daugherty Foundation's portfolio?

The largest reported portfolio weight for VMI was 100.00% in 2025 Q4.

What is the latest reported VMI position on this page?

The most recent filing on this page is 2026 Q1, when Robert B. Daugherty Foundation reported 250,000 shares, equal to 100.00% of portfolio, with an estimated market value of $100.0M.

What does the chart on this VMI ownership page compare?

The chart compares Robert B. Daugherty Foundation's quarterly VMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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