Oak Thistle LLC’s Valmont Industries VMI Stock Holding History

Oak Thistle LLC’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	$2.29M	Buy	4,956 +8	+0.2%	+$3.95K	0.21%	187
2026 Q2	$2.86M	Sell	4,948 -4,084	-45%	-$2.05M	0.28%	124
2026 Q1	$3.61M	Buy	9,032 +6,554	+264%	+$2.86M	0.35%	83
2025 Q4	$997K	Buy	+2,478	New	+$1.01M	0.14%	316
2025 Q2	–	Sell	-9,939	Closed	-$2.84M	–	609
2025 Q1	$2.84M	Buy	9,939 +8,218	+478%	+$2.68M	0.57%	37
2024 Q4	$528K	Buy	+1,721	New	+$554K	0.16%	235
2023 Q3	–	Sell	-3,729	Closed	-$1.09M	–	623
2023 Q2	$1.09M	Buy	+3,729	New	+$1.08M	0.57%	28
2022 Q3	–	Sell	-1,371	Closed	-$307K	–	234
2022 Q2	$307K	Buy	+1,371	New	+$336K	0.59%	66

Other funds holding VMI

RBDF

Robert B. Daugherty Foundation Omaha, Nebraska $116M AUM 19.41% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Oak Thistle LLC's VMI Position: Q3 2026 in Review

Oak Thistle LLC increased its Valmont Industries (VMI) stake by 0.16% in Q3 2026, buying an estimated $3.95K and bringing the position to 4,956 shares worth $2.29M. The position accounts for 0.21% of the portfolio, ranked #187.

Oak Thistle LLC first reported a position in VMI in Q2 2022 and has held it in 8 quarters since. The position peaked at $3.61M in Q1 2026. 157 funds tracked by Wall St. Rank hold VMI as of Q3 2026.

Oak Thistle LLC held 4,956 shares of Valmont Industries worth $2.29M as of Q3 2026.
Oak Thistle LLC bought 8 Valmont Industries shares in Q3 2026, an estimated $3.95K.
Valmont Industries made up 0.21% of Oak Thistle LLC's portfolio in Q3 2026, its #187 holding.
Oak Thistle LLC first reported a position in Valmont Industries in Q2 2022 and has held it in 8 quarters since.
Oak Thistle LLC's Valmont Industries position peaked at $3.61M in Q1 2026.
157 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.