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Oliver Luxxe Assets’s Valmont Industries VMI Stock Holding History

Oliver Luxxe Assets’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 		$2.79M Sell
4,832
-3,026
-39% -$1.52M 0.41% 79
2026
Q1 		$3.14M Sell
7,858
-241
-3% -$105K 0.47% 76
2025
Q4 		$3.26M Sell
8,099
-4
-0% -$1.63K 0.5% 66
2025
Q3 		$3.14M Buy
8,103
+2,856
+54% +$1.04M 0.5% 67
2025
Q2 		$1.71M Buy
+5,247
New +$1.61M 0.31% 109

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets's VMI Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Valmont Industries (VMI) stake by 39% in Q2 2026, selling an estimated $1.52M and leaving 4,832 shares worth $2.79M. The position accounts for 0.41% of the portfolio, ranked #79.

Oliver Luxxe Assets first reported a position in VMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.26M in Q4 2025. 72 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Oliver Luxxe Assets held 4,832 shares of Valmont Industries worth $2.79M as of Q2 2026.
  • Oliver Luxxe Assets sold 3,026 Valmont Industries shares in Q2 2026, an estimated $1.52M.
  • Valmont Industries made up 0.41% of Oliver Luxxe Assets's portfolio in Q2 2026, its #79 holding.
  • Oliver Luxxe Assets first reported a position in Valmont Industries in Q2 2025 and has held it in 5 quarters since.
  • Oliver Luxxe Assets's Valmont Industries position peaked at $3.26M in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.