River Road Asset 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	$17.8M	Buy	48,774 +29,410	+152%	+$10.7M	0.23%	105
2025 Q1	$5.53M	Buy	19,364 +8,741	+82%	+$2.49M	0.08%	153
2024 Q4	$3.26M	Sell	10,623 -464	-4%	-$142K	0.04%	165
2024 Q3	$3.21M	Sell	11,087 -12,689	-53%	-$3.68M	0.04%	168
2024 Q2	$6.53M	Buy	+23,776	New	+$6.53M	0.09%	142