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Yousif Capital Management’s Valmont Industries VMI Stock Holding History

Yousif 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 		$3.15M Sell
5,449
-423
-7% -$213K 0.04% 475
2026
Q1 		$2.35M Sell
5,872
-304
-5% -$133K 0.03% 592
2025
Q4 		$2.68M Sell
6,176
-64
-1% -$26K 0.03% 577
2025
Q3 		$2.42M Sell
6,240
-558
-8% -$203K 0.03% 616
2025
Q2 		$2.22M Sell
6,798
-110
-2% -$33.7K 0.02% 685
2025
Q1 		$1.97M Sell
6,908
-198
-3% -$64.6K 0.02% 729
2024
Q4 		$2.18M Sell
7,106
-337
-5% -$109K 0.02% 707
2024
Q3 		$2.16M Sell
7,443
-1,041
-12% -$292K 0.02% 725
2024
Q2 		$2.33M Sell
8,484
-1,062
-11% -$259K 0.03% 680
2024
Q1 		$2.18M Sell
9,546
-215
-2% -$48.1K 0.02% 769
2023
Q4 		$2.28M Sell
9,761
-220
-2% -$48.4K 0.03% 732
2023
Q3 		$2.4M Sell
9,981
-595
-6% -$153K 0.03% 631
2023
Q2 		$3.08M Sell
10,576
-473
-4% -$137K 0.04% 536
2023
Q1 		$3.53M Sell
11,049
-65
-0.6% -$20.7K 0.05% 446
2022
Q4 		$3.68M Buy
11,114
+81
+0.7% +$25.7K 0.05% 431
2022
Q3 		$2.96M Sell
11,033
-1,048
-9% -$277K 0.04% 483
2022
Q2 		$2.71M Buy
12,081
+625
+5% +$153K 0.04% 592
2022
Q1 		$2.73M Buy
11,456
+226
+2% +$51.4K 0.03% 716
2021
Q4 		$2.81M Buy
+11,230
New +$2.75M 0.03% 729

Other funds holding VMI

RBDF
Robert B. Daugherty Foundation Omaha, Nebraska $144M AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
FVCM
F&V Capital Management Boca Raton, Florida $542M AUM 46.38% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

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

Yousif Capital Management reduced its Valmont Industries (VMI) stake by 7.2% in Q2 2026, selling an estimated $213K and leaving 5,449 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #475.

Yousif Capital Management first reported a position in VMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.68M in Q4 2022. 106 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • Yousif Capital Management held 5,449 shares of Valmont Industries worth $3.15M as of Q2 2026.
  • Yousif Capital Management sold 423 Valmont Industries shares in Q2 2026, an estimated $213K.
  • Valmont Industries made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #475 holding.
  • Yousif Capital Management first reported a position in Valmont Industries in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Valmont Industries position peaked at $3.68M in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.