Perkins Investment Management’s Valmont Industries VMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-370,842	Closed	-$52.3M	–	271
2016 Q4	$52.3M	Sell	370,842 -93,142	-20%	-$12.9M	0.67%	58
2016 Q3	$62.4M	Buy	463,984 +39,214	+9%	+$5.17M	0.86%	40
2016 Q2	$57.5M	Buy	424,770 +135,160	+47%	+$17.9M	0.87%	35
2016 Q1	$35.9M	Buy	+289,610	New	+$32.1M	0.54%	71
2015 Q4	–	Sell	-424,563	Closed	-$39.1M	–	240
2015 Q3	$39.1M	Sell	424,563 -324,719	-43%	-$35.5M	0.56%	67
2015 Q2	$89.1M	Sell	749,282 -110,377	-13%	-$13.6M	1.02%	22
2015 Q1	$106M	Buy	859,659 +265,259	+45%	+$32.5M	1.06%	25
2014 Q4	$75.5M	Buy	594,400 +541,937	+1,033%	+$72.3M	0.71%	50
2014 Q3	$7.08M	Buy	+52,463	New	+$7.53M	0.06%	191