Greenhouse Funds’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.1M | Buy |
202,370
+35,109
| +21% | +$11.5M | 2.73% | 16 |
|
|
2025
Q1 | $47.7M | Sell |
167,261
-8,548
| -5% | -$2.44M | 2.24% | 21 |
|
|
2024
Q4 | $53.9M | Hold |
175,809
| – | – | 2.25% | 22 |
|
|
2024
Q3 | $51M | Sell |
175,809
-94,454
| -35% | -$27.4M | 1.95% | 20 |
|
|
2024
Q2 | $74.2M | Buy |
270,263
+61,821
| +30% | +$17M | 3.72% | 10 |
|
|
2024
Q1 | $47.6M | Buy |
208,442
+65,942
| +46% | +$15.1M | 2.87% | 16 |
|
|
2023
Q4 | $33.3M | Sell |
142,500
-122,923
| -46% | -$28.7M | 2.19% | 19 |
|
|
2023
Q3 | $63.8M | Buy |
265,423
+86,512
| +48% | +$20.8M | 4.71% | 3 |
|
|
2023
Q2 | $52.1M | Buy |
178,911
+11,424
| +7% | +$3.32M | 4.06% | 7 |
|
|
2023
Q1 | $53.5M | Sell |
167,487
-32,032
| -16% | -$10.2M | 4.48% | 6 |
|
|
2022
Q4 | $66M | Buy |
199,519
+8,036
| +4% | +$2.66M | 6.02% | 2 |
|
|
2022
Q3 | $51.4M | Buy |
191,483
+13,310
| +7% | +$3.58M | 5.87% | 4 |
|
|
2022
Q2 | $40M | Buy |
178,173
+12,890
| +8% | +$2.9M | 4.41% | 8 |
|
|
2022
Q1 | $39.4M | Buy |
165,283
+41,873
| +34% | +$9.99M | 3.98% | 11 |
|
|
2021
Q4 | $30.9M | Buy |
123,410
+8,155
| +7% | +$2.04M | 2.89% | 17 |
|
|
2021
Q3 | $27.1M | Sell |
115,255
-1,000
| -0.9% | -$235K | 2.73% | 18 |
|
|
2021
Q2 | $27.4M | Sell |
116,255
-10,819
| -9% | -$2.55M | 2.4% | 15 |
|
|
2021
Q1 | $30.2M | Buy |
127,074
+25,063
| +25% | +$5.96M | 3.24% | 12 |
|
|
2020
Q4 | $17.8M | Buy |
+102,011
| New | +$17.8M | 1.66% | 19 |
|