Eminence Capital’s Valmont Industries VMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-677,097
Closed -$101M 72
2014
Q1
$101M Buy
677,097
+115,697
+21% +$17.2M 1.63% 21
2013
Q4
$83.7M Buy
+561,400
New +$83.7M 1.48% 27