Cullen Capital Management’s Valmont Industries VMI Stock Holding History

Cullen Capital Management’s Portfolio VMI Stock Details VMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$358K	Sell	619 -24	-4%	-$12.1K	﹤0.01%	185
2026 Q1	$257K	Sell	643 -645	-50%	-$282K	﹤0.01%	200
2025 Q4	$518K	Buy	1,288 +120	+10%	+$48.8K	0.01%	171
2025 Q3	$453K	Hold	1,168	–	–	0.01%	172
2025 Q2	$381K	Hold	1,168	–	–	﹤0.01%	175
2025 Q1	$333K	Sell	1,168 -3	-0.3%	-$978	﹤0.01%	176
2024 Q4	$359K	Hold	1,171	–	–	﹤0.01%	187
2024 Q3	$340K	Sell	1,171 -584	-33%	-$164K	﹤0.01%	188
2024 Q2	$482K	Sell	1,755 -2	-0.1%	-$488	0.01%	157
2024 Q1	$401K	Buy	+1,757	New	+$393K	﹤0.01%	160
2023 Q4	–	Sell	-1,045	Closed	-$251K	–	231
2023 Q3	$251K	Buy	+1,045	New	+$269K	﹤0.01%	183

Other funds holding VMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Cullen Capital Management's VMI Position: Q2 2026 in Review

Cullen Capital Management reduced its Valmont Industries (VMI) stake by 3.7% in Q2 2026, selling an estimated $12.1K and leaving 619 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Cullen Capital Management first reported a position in VMI in Q3 2023 and has held it in 11 quarters since. The position peaked at $518K in Q4 2025. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

Cullen Capital Management held 619 shares of Valmont Industries worth $358K as of Q2 2026.
Cullen Capital Management sold 24 Valmont Industries shares in Q2 2026, an estimated $12.1K.
Valmont Industries made up ﹤0.01% of Cullen Capital Management's portfolio in Q2 2026, its #185 holding.
Cullen Capital Management first reported a position in Valmont Industries in Q3 2023 and has held it in 11 quarters since.
Cullen Capital Management's Valmont Industries position peaked at $518K in Q4 2025.
650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Cullen Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.