Valmont Industries, Inc.
DE ˙ DB ˙ US9202531011
468,00 € ↑4,00 (0,86%)
2026-06-04
DEL PRIS
SecurityDE:VI1 / Valmont Industries, Inc.
InstitutionNitorum Capital, L.P.
Latest Disclosed Ownership16,305 shares
Latest Disclosed Value $ 6,514,989
Nitorum Capital, L.P. reports 69.77% decrease in ownership of VI1 / Valmont Industries, Inc.

On May 15, 2026 - Nitorum Capital, L.P. filed a 13F-HR form disclosing ownership of 16,305 shares of Valmont Industries, Inc. (DE:VI1) valued at $5,543,700 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 53,937 shares of Valmont Industries, Inc.. This represents a change in shares of -69.77% during the quarter. The current value of the position is $7,630,740 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 INDS COM 920253101 16,305 -37,632 -69.77 6,515 -69.98 5.7192
2026-02-17 2025-12-31 13F VALMONT INDS COM 920253101 53,937 4,447 8.99 21,700 13.09 4.7971
2025-11-14 2025-09-30 13F VALMONT INDS COM 920253101 49,490 -647 -1.29 19,189 17.19 3.3707
2025-08-14 2025-06-30 13F VALMONT INDS COM 920253101 50,137 -5,439 -9.79 16,373 3.24 2.4280
2025-05-15 2025-03-31 13F VALMONT INDS COM 920253101 55,576 1,066 1.96 15,860 -5.13 2.2284
2025-02-14 2024-12-31 13F VALMONT INDS COM 920253101 54,510 -13,526 -19.88 16,717 -15.26 1.9224
2024-11-14 2024-09-30 13F VALMONT INDS COM 920253101 68,036 -2,244 -3.19 19,727 2.28 1.9856
2024-08-14 2024-06-30 13F VALMONT INDS COM 920253101 70,280 -781 -1.10 19,288 18.91 2.1028
2024-05-15 2024-03-31 13F VALMONT INDS COM 920253101 71,061 -22,868 -24.35 16,222 -26.04 1.6516
2024-02-14 2023-12-31 13F VALMONT INDS COM 920253101 93,929 -135,225 -59.01 21,933 -60.15 2.3462
2023-11-14 2023-09-30 13F VALMONT INDS COM 920253101 229,154 47,964 26.47 55,045 4.38 6.0187
2023-08-14 2023-06-30 13F VALMONT INDS COM 920253101 181,190 26,478 17.11 52,735 6.76 5.3326
2023-05-15 2023-03-31 13F VALMONT INDS COM 920253101 154,712 -11,499 -6.92 49,396 -10.12 5.2335
2023-02-14 2022-12-31 13F VALMONT INDS COM 920253101 166,211 -16,000 -8.78 54,961 12.29 5.1816
2022-11-14 2022-09-30 13F VALMONT INDS COM 920253101 182,211 0 0.00 48,946 19.58 4.2596
2022-08-15 2022-06-30 13F VALMONT INDS COM 920253101 182,211 792 0.44 40,930 -5.45 3.0142
2022-05-16 2022-03-31 13F VALMONT INDS COM 920253101 181,419 -15,400 -7.82 43,287 -12.20 2.8697
2022-02-14 2021-12-31 13F VALMONT INDS COM 920253101 196,819 -2,606 -1.31 49,303 5.15 2.3122
2021-11-15 2021-09-30 13F VALMONT INDS COM 920253101 199,425 10,200 5.39 46,889 4.97 2.2304
2021-08-16 2021-06-30 13F VALMONT INDS COM 920253101 189,225 0 0.00 44,667 -0.68 2.0340
2021-05-17 2021-03-31 13F VALMONT INDS COM 920253101 189,225 -117,202 -38.25 44,973 -16.10 2.2989
2021-02-16 2020-12-31 13F VALMONT INDS COM 920253101 306,427 1,333 0.44 53,603 41.48 2.0756
2020-11-16 2020-09-30 13F VALMONT INDS COM 920253101 305,094 24,900 8.89 37,887 19.01 1.6771
2020-08-14 2020-06-30 13F VALMONT INDS COM 920253101 280,194 1,112 0.40 31,836 7.64 1.6389
2020-05-15 2020-03-31 13F VALMONT INDS COM 920253101 279,082 -215 -0.08 29,577 -29.30 2.2903
2020-02-14 2019-12-31 13F VALMONT INDS COM 920253101 279,297 1,389 0.50 41,833 8.73 2.3410
2019-11-14 2019-09-30 13F VALMONT INDS COM 920253101 277,908 1,466 0.53 38,474 9.75 2.2383
2019-08-14 2019-06-30 13F VALMONT INDS COM 920253101 276,442 49,888 22.02 35,056 18.93 1.9938
2019-05-15 2019-03-31 13F VALMONT INDS COM 920253101 226,554 31,518 16.16 29,475 36.21 1.9509
2019-02-14 2018-12-31 13F VALMONT INDS COM 920253101 195,036 6,322 3.35 21,639 -17.21 2.2128
2018-11-14 2018-09-30 13F VALMONT INDS COM 920253101 188,714 -1,003 -0.53 26,137 -8.61 2.9231
2018-08-14 2018-06-30 13F VALMONT INDS COM 920253101 189,717 0 0.00 28,600 3.04 3.2016
2018-05-15 2018-03-31 13F VALMONT INDS COM 920253101 189,717 73,993 63.94 27,756 44.62 3.0504
2018-02-14 2017-12-31 13F VALMONT INDS COM 920253101 115,724 22,610 24.28 19,193 30.38 2.2804
2017-11-14 2017-09-30 13F VALMONT INDS COM 920253101 93,114 8,859 10.51 14,721 16.79 2.4365
2017-08-14 2017-06-30 13F VALMONT INDS COM 920253101 84,255 20,613 32.39 12,605 27.37 2.5069
2017-05-15 2017-03-31 13F VALMONT INDS COM 920253101 63,642 6,429 11.24 9,896 22.76 2.5872
2017-02-14 2016-12-31 13F VALMONT INDS COM 920253101 57,213 21,948 62.24 8,061 69.85 2.3200
2016-11-14 2016-09-30 13F VALMONT INDS COM 920253101 35,265 717 2.08 4,746 1.56 1.9101
2016-08-15 2016-06-30 13F VALMONT INDS COM 920253101 34,548 -11,019 -24.18 4,673 -17.19 2.2296
2016-05-16 2016-03-31 13F VALMONT INDS COM 920253101 45,567 2,820 6.60 5,643 24.51 2.9206
2016-02-16 2015-12-31 13F VALMONT INDS COM 920253101 42,747 42,747 4,532 2.5718
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.