Southpoint Capital Advisors’s Valmont Industries VMI Stock Holding History

Southpoint Capital Advisors’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	$86.6M	Buy	+150,000	New	+$75.4M	1.97%	18

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

Southpoint Capital Advisors's VMI Position: Q2 2026 in Review

Southpoint Capital Advisors opened a new position in Valmont Industries (VMI) in Q2 2026: 150,000 shares worth $86.6M. The stake represents 1.97% of the portfolio and ranks #18 among its holdings.

650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

Southpoint Capital Advisors held 150,000 shares of Valmont Industries worth $86.6M as of Q2 2026.
Valmont Industries was a new Southpoint Capital Advisors position in Q2 2026.
Valmont Industries made up 1.97% of Southpoint Capital Advisors's portfolio in Q2 2026, its #18 holding.
650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

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