Ninety One (UK)
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Ninety One (UK)’s Valmont Industries VMI Stock Holding History

Ninety One (UK)’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
Q3 		$92M Buy
198,650
+8,651
+5% +$4.27M 0.2% 87
2026
Q2 		$110M Buy
189,999
+28,075
+17% +$14.1M 0.25% 76
2026
Q1 		$64.7M Sell
161,924
-2,381
-1% -$1.04M 0.15% 99
2025
Q4 		$66.1M Buy
+164,305
New +$66.9M 0.14% 89

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $116M AUM 19.41% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Ninety One (UK)'s VMI Position: Q3 2026 in Review

Ninety One (UK) increased its Valmont Industries (VMI) stake by 4.6% in Q3 2026, buying an estimated $4.27M and bringing the position to 198,650 shares worth $92M. The position accounts for 0.2% of the portfolio, ranked #87.

Ninety One (UK) first reported a position in VMI in Q4 2025 and has held it in 4 quarters since. The position peaked at $110M in Q2 2026. 125 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

  • Ninety One (UK) held 198,650 shares of Valmont Industries worth $92M as of Q3 2026.
  • Ninety One (UK) bought 8,651 Valmont Industries shares in Q3 2026, an estimated $4.27M.
  • Valmont Industries made up 0.2% of Ninety One (UK)'s portfolio in Q3 2026, its #87 holding.
  • Ninety One (UK) first reported a position in Valmont Industries in Q4 2025 and has held it in 4 quarters since.
  • Ninety One (UK)'s Valmont Industries position peaked at $110M in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Ninety One (UK)'s 13F filing for Q3 2026, filed 15 Oct 2026.