Hood River Capital Management’s Valmont Industries VMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-76,626	Closed	-$22.3M	–	144
2023 Q2	$22.3M	Sell	76,626 -50,639	-40%	-$14.7M	0.66%	62
2023 Q1	$40.6M	Buy	127,265 +5,214	+4%	+$1.66M	1.32%	33
2022 Q4	$40.4M	Buy	122,051 +50,086	+70%	+$16.6M	1.47%	25
2022 Q3	$19.3M	Buy	+71,965	New	+$19.3M	0.74%	52