Sandler Capital Management’s Valmont Industries VMI Stock Holding History

Sandler Capital Management’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	–	Sell	-2,144	Closed	-$857K	–	170
2026 Q1	$857K	Sell	2,144 -1,903	-47%	-$831K	0.44%	85
2025 Q4	$1.63M	Sell	4,047 -4,889	-55%	-$1.99M	0.53%	71
2025 Q3	$3.46M	Sell	8,936 -12,010	-57%	-$4.37M	1.02%	22
2025 Q2	$6.84M	Sell	20,946 -1,153	-5%	-$354K	1.85%	8
2025 Q1	$6.31M	Buy	22,099 +4,466	+25%	+$1.46M	1.58%	16
2024 Q4	$5.41M	Sell	17,633 -367	-2%	-$118K	0.56%	75
2024 Q3	$5.22M	Buy	+18,000	New	+$5.04M	0.69%	56
2017 Q3	–	Sell	-39,550	Closed	-$5.92M	–	159
2017 Q2	$5.92M	Buy	+39,550	New	+$5.94M	0.64%	57

Other funds holding VMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Sandler Capital Management's VMI Position: Q2 2026 in Review

Sandler Capital Management sold out of Valmont Industries (VMI) in Q2 2026, closing a stake of 2,144 shares — an estimated $857K sold.

Sandler Capital Management first reported a position in VMI in Q2 2017 and held it in 8 quarters. The position peaked at $6.84M in Q2 2025. 652 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

Sandler Capital Management reported no remaining Valmont Industries position as of Q2 2026 after selling out during the quarter.
Sandler Capital Management sold 2,144 Valmont Industries shares in Q2 2026, an estimated $857K.
Sandler Capital Management first reported a position in Valmont Industries in Q2 2017 and held it in 8 quarters.
Sandler Capital Management's Valmont Industries position peaked at $6.84M in Q2 2025.
652 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.