Tom Bancroft - Makaira Partners
Holding/activity history for Valmont Industries, Inc. (VMI)
← All VMI superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2018 Q2 | 0 | 0.00 | Sell 100.00% | 3.66 | $135.40–157.15 · VW $144.07i | SEC | |
| 2018 Q1 | 179,680 | 3.66 | Reduce 43.07% | 3.34 | $137.90–165.96 · VW $148.65i | $26,287,000 | SEC |
| 2017 Q4 | 315,610 | 7.75 | Add 6.04% | 0.44 | $153.65–176.35 · VW $164.53i | $52,344,000 | SEC |
| 2017 Q3 | 297,620 | 7.92 | Reduce 0.64% | 0.05 | $140.90–162.00 · VW $153.93i | $47,054,000 | SEC |
| 2017 Q2 | 299,525 | 7.71 | Add 5.40% | 0.40 | $144.65–160.35 · VW $152.57i | $44,809,000 | SEC |
| 2017 Q1 | 284,169 | 8.43 | Reduce 57.10% | 9.36 | $140.10–165.20 · VW $152.55i | $44,188,000 | SEC |
| 2016 Q4 | 662,445 | 16.40 | $140.90 | $93,339,000 | SEC | ||
| 2016 Q3 | 662,445 | 16.38 | Reduce 0.73% | 0.11 | $120.65–135.96 · VW $128.19i | $89,145,000 | SEC |
| 2016 Q2 | 667,334 | 14.89 | Reduce 1.35% | 0.21 | $126.63–140.95 · VW $132.84i | $90,270,000 | SEC |
| 2016 Q1 | 676,447 | 15.69 | Reduce 21.00% | 3.61 | $100.14–145.94 · VW $128.82i | $83,771,000 | SEC |
| 2015 Q4 | 856,219 | 17.17 | Add 3.01% | 0.50 | $96.50–118.75 · VW $107.28i | $90,776,000 | SEC |
| 2015 Q3 | 831,219 | 14.59 | Add 67.21% | 5.86 | $92.33–113.98 · VW $104.92i | $78,874,000 | SEC |
| 2015 Q2 | 497,100 | 10.35 | Add 148.55% | 6.19 | $110.68–127.50 · VW $116.47i | $59,090,000 | SEC |
| 2015 Q1 | 200,000 | 5.35 | Add 58.09% | 1.97 | $116.36–128.67 · VW $123.68i | $24,576,000 | SEC |
| 2014 Q4 | 126,513 | 3.45 | Add 27.25% | 0.74 | $116.71–139.31 · VW $125.38i | $16,067,000 | SEC |
| 2014 Q3 | 99,421 | 2.73 | $134.93 | $13,415,000 | SEC | ||
| 2014 Q2 | 99,421 | 2.91 | Reduce 0.58% | 0.02 | $145.13–163.23 · VW $151.33i | $15,107,000 | SEC |
| 2014 Q1 | 100,000 | 3.14 | Buy | 3.14 | $141.74–155.64 · VW $148.76i | $14,884,000 | SEC |
Price snapshot:
Current price$539.79
52-week low$324.03
52-week high$584.94