Pennant Investors’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	$11.6M	Sell	35,420 -33,580	-49%	-$11M	3.46%	12
2025 Q1	$19.7M	Hold	69,000	–	–	5.14%	9
2024 Q4	$21.2M	Buy	69,000 +29,000	+73%	+$8.89M	5.97%	7
2024 Q3	$11.6M	Hold	40,000	–	–	3.31%	11
2024 Q2	$11M	Buy	+40,000	New	+$11M	2.87%	10