Dmitry Balyasny’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-9,487
| Closed | -$3.79M | – | 3540 |
|
|
2026
Q1 | $3.79M | Sell |
9,487
-37,300
| -80% | -$16.3M | ﹤0.01% | 1486 |
|
|
2025
Q4 | $18.8M | Buy |
46,787
+2,139
| +5% | +$870K | 0.02% | 748 |
|
|
2025
Q3 | $17.3M | Buy |
44,648
+6,038
| +16% | +$2.2M | 0.02% | 779 |
|
|
2025
Q2 | $12.6M | Buy |
+38,610
| New | +$11.8M | 0.02% | 863 |
|
|
2024
Q4 | – | Sell |
-43,458
| Closed | -$12.6M | – | 3299 |
|
|
2024
Q3 | $12.6M | Sell |
43,458
-71,616
| -62% | -$20.1M | 0.02% | 836 |
|
|
2024
Q2 | $31.6M | Buy |
115,074
+92,423
| +408% | +$22.5M | 0.06% | 446 |
|
|
2024
Q1 | $5.17M | Sell |
22,651
-9,481
| -30% | -$2.12M | 0.01% | 1207 |
|
|
2023
Q4 | $7.5M | Buy |
32,132
+27,424
| +582% | +$6.03M | 0.01% | 968 |
|
|
2023
Q3 | $1.13M | Sell |
4,708
-34,484
| -88% | -$8.86M | ﹤0.01% | 1539 |
|
|
2023
Q2 | $11.4M | Buy |
+39,192
| New | +$11.3M | 0.03% | 715 |
|
|
2023
Q1 | – | Sell |
-15,178
| Closed | -$5.02M | – | 3191 |
|
|
2022
Q4 | $5.02M | Sell |
15,178
-23,007
| -60% | -$7.3M | 0.01% | 1029 |
|
|
2022
Q3 | $10.3M | Buy |
38,185
+35,474
| +1,309% | +$9.37M | 0.03% | 671 |
|
|
2022
Q2 | $609K | Sell |
2,711
-60,579
| -96% | -$14.8M | ﹤0.01% | 1918 |
|
|
2022
Q1 | $15.1M | Buy |
63,290
+59,893
| +1,763% | +$13.6M | 0.05% | 536 |
|
|
2021
Q4 | $851K | Buy |
+3,397
| New | +$832K | ﹤0.01% | 1490 |
|
|
2021
Q3 | – | Sell |
-4,006
| Closed | -$946K | – | 2453 |
|
|
2021
Q2 | $946K | Sell |
4,006
-5,221
| -57% | -$1.26M | ﹤0.01% | 1323 |
|
|
2021
Q1 | $2.19M | Buy |
+9,227
| New | +$2.05M | 0.01% | 994 |
|
|
2020
Q4 | – | Sell |
-23,922
| Closed | -$2.97M | – | 1731 |
|
|
2020
Q3 | $2.97M | Sell |
23,922
-5,099
| -18% | -$627K | 0.02% | 732 |
|
|
2020
Q2 | $3.3M | Buy |
29,021
+24,846
| +595% | +$2.76M | 0.03% | 611 |
|
|
2020
Q1 | $442K | Sell |
4,175
-32,930
| -89% | -$4.27M | 0.01% | 929 |
|
|
2019
Q4 | $5.56M | Buy |
37,105
+3,364
| +10% | +$475K | 0.03% | 566 |
|
|
2019
Q3 | $4.67M | Sell |
33,741
-4,740
| -12% | -$636K | 0.03% | 561 |
|
|
2019
Q2 | $4.88M | Buy |
+38,481
| New | +$4.8M | 0.03% | 616 |
|
|
2017
Q3 | – | Sell |
-1,647
| Closed | -$246K | – | 2107 |
|
|
2017
Q2 | $246K | Buy |
+1,647
| New | +$248K | ﹤0.01% | 1348 |
|
Other funds holding VMI
Dmitry Balyasny's VMI Position: Q2 2026 in Review
Dmitry Balyasny sold out of Valmont Industries (VMI) in Q2 2026, closing a stake of 9,487 shares — an estimated $3.79M sold.
Dmitry Balyasny first reported a position in VMI in Q2 2017 and held it in 24 quarters. The position peaked at $31.6M in Q2 2024. 649 funds tracked by Wall St. Rank hold VMI as of Q2 2026.
- Dmitry Balyasny reported no remaining Valmont Industries position as of Q2 2026 after selling out during the quarter.
- Dmitry Balyasny sold 9,487 Valmont Industries shares in Q2 2026, an estimated $3.79M.
- Dmitry Balyasny first reported a position in Valmont Industries in Q2 2017 and held it in 24 quarters.
- Dmitry Balyasny's Valmont Industries position peaked at $31.6M in Q2 2024.
- 649 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.