Beaconlight Capital’s Valmont Industries VMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,983	Closed	-$1.22M	–	32
2024 Q4	$1.22M	Sell	3,983 -17,212	-81%	-$5.28M	0.45%	26
2024 Q3	$6.15M	Sell	21,195 -1,253	-6%	-$363K	2.5%	18
2024 Q2	$6.16M	Buy	+22,448	New	+$6.16M	2.76%	11