Southernsun 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	$7.79M	Buy	23,866 +2,642	+12%	+$863K	1.09%	27
2025 Q1	$6.06M	Buy	21,224 +36	+0.2%	+$10.3K	0.88%	27
2024 Q4	$6.5M	Buy	21,188 +242	+1%	+$74.2K	0.81%	26
2024 Q3	$6.07M	Buy	20,946 +1,954	+10%	+$567K	0.72%	24
2024 Q2	$5.21M	Buy	+18,992	New	+$5.21M	0.63%	23