Fox Run Management’s Valmont Industries VMI Stock Holding History

Fox Run 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	$533K	Sell	922 -1,135	-55%	-$571K	0.09%	450
2026 Q1	$790K	Sell	2,057 -479	-19%	-$209K	0.14%	252
2025 Q4	$1.02M	Buy	+2,536	New	+$1.03M	0.16%	201
2025 Q2	–	Sell	-5,004	Closed	-$1.43M	–	1270
2025 Q1	$1.43M	Buy	+5,004	New	+$1.63M	0.22%	89
2024 Q3	–	Sell	-1,345	Closed	-$369K	–	1121
2024 Q2	$369K	Buy	1,345 +251	+23%	+$61.2K	0.07%	507
2024 Q1	$250K	Sell	1,094 -1,534	-58%	-$343K	0.05%	579
2023 Q4	$614K	Buy	2,628 +131	+5%	+$28.8K	0.16%	222
2023 Q3	$600K	Buy	+2,497	New	+$642K	0.18%	202

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

Fox Run Management's VMI Position: Q2 2026 in Review

Fox Run Management reduced its Valmont Industries (VMI) stake by 55% in Q2 2026, selling an estimated $571K and leaving 922 shares worth $533K. The position accounts for 0.09% of the portfolio, ranked #450.

Fox Run Management first reported a position in VMI in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.43M in Q1 2025. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

Fox Run Management held 922 shares of Valmont Industries worth $533K as of Q2 2026.
Fox Run Management sold 1,135 Valmont Industries shares in Q2 2026, an estimated $571K.
Valmont Industries made up 0.09% of Fox Run Management's portfolio in Q2 2026, its #450 holding.
Fox Run Management first reported a position in Valmont Industries in Q3 2023 and has held it in 8 quarters since.
Fox Run Management's Valmont Industries position peaked at $1.43M in Q1 2025.
650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.