Valmont Industries, Inc.
DE ˙ DB ˙ US9202531011
468,00 € ↑4,00 (0,86%)
2026-06-04
DEL PRIS
SecurityDE:VI1 / Valmont Industries, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership435,397 shares
Latest Disclosed Value $ 174,006,430
Geode Capital Management, Llc reports 17.97% increase in ownership of VI1 / Valmont Industries, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 435,397 shares of Valmont Industries, Inc. (DE:VI1) valued at $148,034,980 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 369,059 shares of Valmont Industries, Inc.. This represents a change in shares of 17.97% during the quarter. The current value of the position is $203,765,796 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F VALMONT INDUSTRIES COM 920253101 435,397 66,338 17.97 174,006 17.17 0.0058
2026-02-09 2025-12-31 13F VALMONT INDUSTRIES COM 920253101 369,059 12,480 3.50 148,509 7.40 0.0092
2025-11-12 2025-09-30 13F VALMONT INDUSTRIES COM 920253101 356,579 2,338 0.66 138,282 19.51 0.0088
2025-08-08 2025-06-30 13F VALMONT INDUSTRIES COM 920253101 354,241 1,321 0.37 115,704 14.85 0.0081
2025-05-13 2025-03-31 13F VALMONT INDUSTRIES COM 920253101 352,920 17,199 5.12 100,744 -2.18 0.0079
2025-02-12 2024-12-31 13F VALMONT INDUSTRIES COM 920253101 335,721 -205 -0.06 102,988 5.71 0.0080
2024-11-12 2024-09-30 13F VALMONT INDUSTRIES COM 920253101 335,926 4,940 1.49 97,428 7.23 0.0079
2024-08-09 2024-06-30 13F VALMONT INDUSTRIES COM 920253101 330,986 -5,048 -1.50 90,864 18.43 0.0080
2024-05-13 2024-03-31 13F VALMONT INDUSTRIES COM 920253101 336,034 12,924 4.00 76,725 1.68 0.0071
2024-02-13 2023-12-31 13F VALMONT INDUSTRIES COM 920253101 323,110 9,292 2.96 75,462 0.09 0.0079
2023-11-13 2023-09-30 13F VALMONT INDUSTRIES COM 920253101 313,818 5,673 1.84 75,395 -15.93 0.0090
2023-08-11 2023-06-30 13F VALMONT INDUSTRIES COM 920253101 308,145 8,045 2.68 89,686 -6.42 0.0105
2023-05-15 2023-03-31 13F VALMONT INDUSTRIES COM 920253101 300,100 11,709 4.06 95,838 100,782.11 0.0124
2023-02-13 2022-12-31 13F VALMONT INDUSTRIES COM 920253101 288,391 13,988 5.10 95 -99.87 0.0134
2022-11-14 2022-09-30 13F VALMONT INDUSTRIES COM 920253101 274,403 2,168 0.80 73,710 20.54 0.0112
2022-08-12 2022-06-30 13F VALMONT INDUSTRIES COM 920253101 272,235 -2,476 -0.90 61,152 -6.70 0.0090
2022-05-13 2022-03-31 13F VALMONT INDUSTRIES COM 920253101 274,711 11,443 4.35 65,546 -0.61 0.0082
2022-02-11 2021-12-31 13F VALMONT INDUSTRIES COM 920253101 263,268 9,290 3.66 65,948 10.44 0.0079
2021-11-12 2021-09-30 13F VALMONT INDUSTRIES COM 920253101 253,978 -3,082 -1.20 59,715 -1.59 0.0080
2021-08-13 2021-06-30 13F VALMONT INDUSTRIES COM 920253101 257,060 412 0.16 60,679 -0.52 0.0084
2021-05-12 2021-03-31 13F VALMONT INDUSTRIES COM 920253101 256,648 4,180 1.66 60,997 38.11 0.0093
2021-02-12 2020-12-31 13F VALMONT INDUSTRIES COM 920253101 252,468 22,724 9.89 44,164 54.80 0.0074
2020-11-13 2020-09-30 13F VALMONT INDUSTRIES COM 920253101 229,744 -14,185 -5.82 28,529 2.94 0.0056
2020-08-13 2020-06-30 13F VALMONT INDUSTRIES COM 920253101 243,929 -4,939 -1.98 27,714 5.08 0.0059
2020-05-14 2020-03-31 13F VALMONT INDUSTRIES COM 920253101 248,868 -234 -0.09 26,374 -29.31 0.0069
2020-02-20 2019-12-31 13F/A-1 VALMONT INDUSTRIES COM 920253101 249,102 13,339 5.66 37,310 14.31 0.0078
2020-02-13 2019-12-31 13F VALMONT INDUSTRIES COM 920253101 249,102 13,339 37,310 4,754.8324
2019-11-12 2019-09-30 13F VALMONT INDUSTRIES COM 920253101 235,763 -7,741 -3.18 32,639 5.70 0.0076
2019-08-14 2019-06-30 13F VALMONT INDUSTRIES COM 920253101 243,504 15,787 6.93 30,878 4.23 0.0075
2019-05-14 2019-03-31 13F VALMONT INDUSTRIES COM 920253101 227,717 9,021 4.12 29,625 22.09 0.0077
2019-03-06 2018-12-31 13F/A-1 VALMONT INDUSTRIES COM 920253101 218,696 7,541 3.57 24,264 -17.03 0.0075
2019-02-13 2018-12-31 13F VALMONT INDUSTRIES COM 920253101 218,696 7,541 24,264
2018-11-13 2018-09-30 13F VALMONT INDUSTRIES COM 920253101 211,155 3,669 1.77 29,244 -6.50 0.0082
2018-08-14 2018-06-30 13F VALMONT INDUSTRIES COM 920253101 207,486 10,131 5.13 31,278 8.33 0.0096
2018-05-15 2018-03-31 13F VALMONT INDUSTRIES COM 920253101 197,355 4,080 2.11 28,873 -9.92 0.0094
2018-02-13 2017-12-31 13F VALMONT INDUSTRIES COM 920253101 193,275 6,778 3.63 32,054 8.71 0.0109
2017-11-14 2017-09-30 13F VALMONT INDUSTRIES COM 920253101 186,497 5,364 2.96 29,485 8.81 0.0109
2017-08-14 2017-06-30 13F VALMONT INDUSTRIES COM 920253101 181,133 11,439 6.74 27,097 2.69 0.0107
2017-06-21 2017-03-31 13F/A-1 VALMONT INDS INC COM COM 920253101 169,694 14,599 9.41 26,387 20.75 0.0108
2017-05-12 2017-03-31 13F VALMONT INDS INC COM COM 920253101 169,694 26,387
2017-02-14 2016-12-31 13F VALMONT INDS INC COM COM 920253101 155,095 9,345 6.41 21,852 11.42 0.0102
2016-11-10 2016-09-30 13F VALMONT INDS INC COM COM 920253101 145,750 3,736 2.63 19,613 2.10 0.0099
2016-08-12 2016-06-30 13F VALMONT INDS INC COM COM 920253101 142,014 3,256 2.35 19,210 11.80 0.0104
2016-05-13 2016-03-31 13F VALMONT INDS INC COM COM 920253101 138,758 2,430 1.78 17,183 18.89 0.0091
2016-02-12 2015-12-31 13F VALMONT INDS INC COM COM 920253101 136,328 -477 -0.35 14,453 11.34 0.0082
2015-11-13 2015-09-30 13F VALMONT INDS INC COM COM 920253101 136,805 321 0.24 12,981 -19.98 0.0079
2015-08-14 2015-06-30 13F VALMONT INDS INC COM COM 920253101 136,484 4,682 3.55 16,223 0.17 0.0093
2015-05-14 2015-03-31 13F VALMONT INDS INC COM COM 920253101 131,802 4,056 3.18 16,195 -0.17 0.0093
2015-02-12 2014-12-31 13F VALMONT INDS INC COM COM 920253101 127,746 -6,218 -4.64 16,222 -10.25 0.0097
2014-11-14 2014-09-30 13F VALMONT INDS INC COM COM 920253101 133,964 -3,680 -2.67 18,075 -13.58 0.0117
2014-08-13 2014-06-30 13F VALMONT INDS INC COM COM 920253101 137,644 9,707 7.59 20,915 9.84 0.0135
2014-05-14 2014-03-31 13F VALMONT INDS INC COM COM 920253101 127,937 1,539 1.22 19,042 1.03 0.0128
2014-02-14 2013-12-31 13F VALMONT INDS INC COM COM 920253101 126,398 2,061 1.66 18,848 9.12 0.0131
2013-11-14 2013-09-30 13F VALMONT INDS INC COM COM 920253101 124,337 14,343 13.04 17,272 9.74 0.0138
2013-08-14 2013-06-30 13F VALMONT INDS INC COM COM 920253101 109,994 109,994 15,739 0.0138
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.