Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Valmont Industries, Inc. (VMI)
← All VMI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 69,318 0.08 Add 8.36% <0.01 $379.28–513.58 · VW $466.97i $27,697,393 SEC
2025   Q4 63,969 0.09 Reduce 7.82% <0.01 $378.02–453.07 · VW $425.55i $25,736,008 SEC
2025   Q3 69,392 0.12 Reduce 2.65% <0.01 $353.41–427.81 · VW $398.22i $26,905,360 SEC
2025   Q2 71,278 0.14 Reduce 3.84% <0.01 $290.53–367.25 · VW $340.58i $23,277,256 SEC
2025   Q1 74,125 0.18 Add 57.05% 0.06 $250.07–379.22 · VW $307.50i $21,153,051 SEC
2024   Q4 47,197 0.14 Add 10.86% 0.01 $299.57–354.13 · VW $328.49i $14,473,904 SEC
2024   Q3 42,575 0.13 Add 37.89% 0.04 $263.65–330.97 · VW $302.10i $12,344,621 SEC
2024   Q2 30,876 0.11 Reduce 2.61% <0.01 $202.01–307.67 · VW $269.35i $8,473,918 SEC
2024   Q1 31,703 0.11 Add 107.51% 0.06 $204.40–241.69 · VW $216.96i $7,237,161 SEC
2023   Q4 15,278 0.07 Add 7.00% <0.01 $192.46–236.84 · VW $218.34i $3,567,566 SEC
2023   Q3 14,279 0.07 Reduce 42.69% 0.07 $188.63–266.28 · VW $217.27i $3,429,959 SEC
2023   Q2 24,914 0.16 Add 66.32% 0.06 $255.81–303.57 · VW $274.71i $7,251,220 SEC
2023   Q1 14,980 0.12 Add 120.75% 0.06 $288.05–335.60 · VW $304.74i $4,782,814 SEC
2022   Q4 6,786 0.06 Add 87.56% 0.03 $307.58–353.36 · VW $330.22i $2,243,927 SEC
2022   Q3 3,618 0.03 Add 134.02% 0.02 $254.92–320.93 · VW $298.36i $972,000 SEC
2022   Q2 1,546 0.01 Add 37.30% <0.01 $213.27–275.46 · VW $253.40i $347,000 SEC
2022   Q1 1,126 <0.01 Add 37.65% <0.01 $205.67–277.00 · VW $243.83i $269,000 SEC
2021   Q4 818 <0.01 Buy <0.01 $203.31–263.39 · VW $227.98i $205,000 SEC
2021   Q3 0 0.00 Sell 100.00% 0.01 $224.24–251.83 · VW $238.34i SEC
2021   Q2 1,331 0.01 Reduce 59.36% 0.02 $216.50–265.09 · VW $239.51i $314,000 SEC
2021   Q1 3,275 0.03 Reduce 29.27% <0.01 $192.40–251.63 · VW $230.29i $778,000 SEC
2020   Q4 4,630 0.03 Reduce 39.71% 0.01 $145.41–217.33 · VW $185.22i $810,000 SEC
2020   Q3 7,680 0.03 Reduce 45.40% 0.02 $117.36–149.26 · VW $136.19i $954,000 SEC
2020   Q2 14,065 0.05 Buy 0.05 $98.00–130.72 · VW $116.64i $1,598,000 SEC
2020   Q1 0 0.00 Sell 100.00% 0.04 $82.60–154.86 · VW $118.23i SEC
2019   Q4 15,126 0.04 Buy 0.04 $138.46–153.67 · VW $144.73i $2,266,000 SEC
2019   Q3 0 0.00 Sell 100.00% <0.01 $123.80–146.47 · VW $135.82i SEC
2019   Q2 4,176 <0.01 Reduce 27.20% <0.01 $112.94–139.50 · VW $130.01i $530,000 SEC
2019   Q1 5,736 0.01 Reduce 56.42% 0.01 $126.96–139.50 · VW $133.77i $746,000 SEC
2018   Q4 13,163 0.02 Reduce 61.49% 0.04 $103.01–136.89 · VW $122.97i $1,460,000 SEC
2018   Q3 34,182 0.07 Buy 0.07 $111.83–144.00 · VW $126.71i $4,734,000 SEC
2018   Q1 0 0.00 Sell 100.00% <0.01 $137.90–165.96 · VW $148.65i SEC
2017   Q4 2,334 <0.01 Reduce 43.06% <0.01 $153.65–176.35 · VW $164.53i $387,000 SEC
2017   Q3 4,099 <0.01 Buy <0.01 $140.90–162.00 · VW $153.93i $648,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.03 $120.65–135.96 · VW $128.19i SEC
2016   Q2 19,247 0.03 Reduce 46.72% 0.02 $126.63–140.95 · VW $132.84i $2,604,000 SEC
2016   Q1 36,126 0.05 Reduce 33.66% 0.02 $100.14–145.94 · VW $128.82i $4,474,000 SEC
2015   Q4 54,459 0.06 Reduce 59.83% 0.08 $96.50–118.75 · VW $107.28i $5,774,000 SEC
2015   Q3 135,588 0.13 Reduce 57.22% 0.19 $92.33–113.98 · VW $104.92i $12,866,000 SEC
2015   Q2 316,975 0.33 Buy 0.33 $110.68–127.50 · VW $116.47i $37,679,000 SEC
2015   Q1 0 0.00 Sell 100.00% 0.08 $116.36–128.67 · VW $123.68i SEC
2014   Q4 71,592 0.08 Reduce 66.09% 0.20 $116.71–139.31 · VW $125.38i $9,092,000 SEC
2014   Q3 211,106 0.30 Add 67.87% 0.12 $126.80–146.74 · VW $136.57i $28,485,000 SEC
2014   Q2 125,757 0.25 Reduce 53.03% 0.34 $145.13–163.23 · VW $151.33i $19,109,000 SEC
2014   Q1 267,726 0.64 Add 107.46% 0.33 $141.74–155.64 · VW $148.76i $39,848,000 SEC
2013   Q4 129,052 0.49 Add 15.83% 0.07 $138.81–153.99 · VW $146.39i $19,244,000 SEC
2013   Q3 111,416 0.53 Add 122.90% 0.29 $129.00–149.34 · VW $139.61i $15,477,000 SEC
2013   Q2 49,984 0.32 Add 623.25% 0.28 $132.16–157.99 · VW $143.26i $7,152,000 SEC
2013   Q1 6,911 0.06 Reduce 75.24% 0.18 $137.93–164.93 · VW $149.53i $1,087,000 SEC
2012   Q4 27,913 0.24 Add 456.15% 0.20 $129.00–148.26 · VW $140.99i $3,812,000 SEC
2012   Q3 5,019 0.05 Add 10.28% <0.01 $119.23–136.98 · VW $130.44i $660,000 SEC
2012   Q2 4,551 0.04 Reduce 31.27% 0.02 $106.52–135.68 · VW $122.03i $551,000 SEC
2012   Q1 6,622 0.07 Add 38.25% 0.02 $104.43–128.40 · VW $118.92i $777,000 SEC
2011   Q4 4,790 0.06 Buy 0.06 $76.57–107.36 · VW $96.28i $435,000 SEC
Price snapshot:
Current price$539.79
Avg. buy price$286.68
+/- since buy88.29%
52-week low$324.03
52-week high$584.94