What smart money is saying about Valmont Industries, Inc.
VMI
No fund has written a full thesis on Valmont Industries, Inc. in our archive, but 5 fund letters report a position in it, most recently Brown Advisory Mid-Cap Growth Strategy in September 2026.
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5
Reported positions
1
Bought
0
Sold
5
Letters
Position history
Between Q2 2025 and Q3 2026, 5 fund letters reported a position in Valmont Industries, Inc., with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions · 1 move
- New positionBrown Advisory Mid-Cap Growth StrategySeptember 2026
“With that capital, we initiated positions in Valmont Industries, Inc. (VMI), Houlihan Lokey, Inc. (HLI), Prosperity Bancshares, Inc. (PB), and four other investments profiled on the following page.”
Valmont Industries, Inc. - September 2026
“Valmont Industries (VMI) and AZZ (AZZ) also detracted.”
Valmont Industries, Inc. - June 2026
“VMI Valmont Industries, Inc. 2.83% 1.07%”
Valmont Industries, Inc. - December 2025
“Portfolio Attribution: During the fourth quarter, the largest positive contributors were investments in the three UK listed water utilities (Severn Trent, Pennon Group, and United Utilities). Additional gains were seen from industrial companies Advanced Drainage Systems and Valmont Industries.”
Valmont Industries, Inc. - June 2025
“Valmont Industries, Inc. 2.4”
Valmont Industries, Inc.
Read the letters behind these Valmont Industries, Inc. positions
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