Polymer Capital Management’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	$428K	Sell	1,310 -251	-16%	-$82K	0.05%	257
2025 Q1	$445K	Buy	1,561 +803	+106%	+$229K	0.11%	207
2024 Q4	$232K	Buy	+758	New	+$232K	0.06%	215