Valmont Industries, Inc.
US ˙ NYSE ˙ US9202531011

SecurityVMI / Valmont Industries, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership954,651 shares
Ownership 4.80%
Neuberger Berman Group LLC ownership in VMI / Valmont Industries, Inc.

2025-04-04 - Neuberger Berman Group LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 954,651 shares of Valmont Industries, Inc. (US:VMI). This represents 4.8 percent ownership of the company. In their previous filing dated 2024-02-12 , Neuberger Berman Group LLC had reported owning 1,066,359 shares, indicating a decrease of -10.48 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2025-04-04 2025-04-04 13G/A 1,066,359 954,651 -10.48 4.80 -5.88
2024-02-12 2024-02-12 13G/A 1,104,757 1,066,359 -3.48 5.10 -1.54
2023-02-10 2023-02-10 13G 1,067,261 1,104,757 3.51 5.18 4.44
2020-02-12 2020-02-12 13G/A 1,231,821 1,067,261 -13.36 4.96 -11.11
2019-02-14 2019-02-14 13G/A 1,316,700 1,231,821 -6.45 5.58 -4.12
2018-02-15 2018-02-15 13G/A 1,316,700 1,316,700 0.00 5.82 0.00
2018-02-14 2018-02-14 13G/A 1,354,346 1,316,700 -2.78 5.82 -3.32
2017-02-14 2017-02-14 13G/A 1,673,578 1,354,346 -19.07 6.02 -17.08
2016-02-09 2016-02-09 13G/A 1,673,578 7.26
2015-02-12 2015-02-12 13G/A 1,715,779 6.97
2014-02-12 2014-02-12 13G/A 1,613,120 6.02
2013-02-14 2013-02-14 13G/A 1,459,582 5.48
2012-02-14 2012-02-14 13G/A 1,687,982 6.38

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-14 2026-03-31 13F VALMONT INDUSTRIES Common 920253101 655,802 -18,797 -2.79 262,039 -3.45 0.1019
2026-02-13 2025-12-31 13F VALMONT INDUSTRIES Common 920253101 674,599 -37,979 -5.33 271,405 -1.77 0.2020
2025-11-12 2025-09-30 13F VALMONT INDUSTRIES Common 920253101 712,578 -212,991 -23.01 276,288 -8.59 0.2019
2025-08-25 2025-06-30 13F/A-1 VALMONT INDUSTRIES Common 920253101 925,569 -29,082 -3.05 302,263 10.95 0.2326
2025-08-13 2025-06-30 13F VALMONT INDUSTRIES Common 920253101 925,569 -29,082 302,263 0.1203
2025-05-13 2025-03-31 13F VALMONT INDUSTRIES Common 920253101 954,651 -85,410 -8.21 272,429 -14.59 0.2282
2025-02-13 2024-12-31 13F VALMONT INDUSTRIES Common 920253101 1,040,061 15,618 1.52 318,956 7.38 0.2532
2024-11-14 2024-09-30 13F VALMONT INDUSTRIES Common 920253101 1,024,443 -26,143 -2.49 297,033 3.02 0.2318
2024-11-14 2024-06-30 13F/A-1 VALMONT INDUSTRIES Common 920253101 1,050,586 -9,208 -0.87 288,333 19.18 0.2367
2024-08-13 2024-06-30 13F VALMONT INDUSTRIES Common 920253101 1,050,586 -9,208 288,333 0.2366
2024-11-14 2024-03-31 13F/A-1 VALMONT INDUSTRIES Common 920253101 1,059,794 -6,565 -0.62 241,930 -2.84 0.2000
2024-05-13 2024-03-31 13F VALMONT INDUSTRIES Common 920253101 1,059,794 -6,565 241,930 0.1999
2024-11-14 2023-12-31 13F/A-2 VALMONT INDUSTRIES Common 920253101 1,066,359 46,495 4.56 249,006 1.64 0.2171
2024-02-09 2023-12-31 13F VALMONT INDUSTRIES Common 920253101 1,066,359 46,495 249,006 0.2171
2023-11-14 2023-09-30 13F VALMONT INDUSTRIES Common 920253101 1,019,864 -39,519 -3.73 244,988 -20.54 0.2232
2023-08-11 2023-06-30 13F VALMONT INDUSTRIES Common 920253101 1,059,383 -46,114 -4.17 308,328 -12.64 0.2757
2023-05-12 2023-03-31 13F VALMONT INDUSTRIES Common 920253101 1,105,497 740 0.07 352,929 -3.39 0.3273
2023-02-13 2022-12-31 13F VALMONT INDUSTRIES Common 920253101 1,104,757 -6,842 -0.62 365,323 22.34 0.3581
2022-11-15 2022-09-30 13F VALMONT INDUSTRIES Common 920253101 1,111,599 7,519 0.68 298,608 20.41 0.3118
2022-08-15 2022-06-30 13F VALMONT INDUSTRIES Common 920253101 1,104,080 91,784 9.07 247,987 2.67 0.2492
2022-05-23 2022-03-31 13F/A-1 VALMONT INDUSTRIES Common 920253101 1,012,296 34,890 3.57 241,529 -0.97 0.2046
2022-05-13 2022-03-31 13F VALMONT INDUSTRIES Common 920253101 1,012,296 34,890 240,145 0.1071
2022-02-11 2021-12-31 13F VALMONT INDUSTRIES Common 920253101 977,406 -28,343 -2.82 243,891 3.54 0.1913
2021-11-12 2021-09-30 13F VALMONT INDUSTRIES Common 920253101 1,005,749 -15,819 -1.55 235,558 -2.04 0.2059
2021-08-13 2021-06-30 13F VALMONT INDUSTRIES Common 920253101 1,021,568 -31,359 -2.98 240,458 -3.66 0.2099
2021-05-13 2021-03-31 13F VALMONT INDUSTRIES Common 920253101 1,052,927 149,318 16.52 249,599 58.30 0.2384
2021-02-10 2020-12-31 13F VALMONT INDUSTRIES Common 920253101 903,609 45,744 5.33 157,677 48.33 0.1635
2020-11-12 2020-09-30 13F VALMONT INDUSTRIES Common 920253101 857,865 -114,864 -11.81 106,303 -3.71 0.1261
2020-08-13 2020-06-30 13F VALMONT INDUSTRIES Common 920253101 972,729 -67,643 -6.50 110,396 0.14 0.1373
2020-05-14 2020-03-31 13F VALMONT INDUSTRIES Common 920253101 1,040,372 -26,889 -2.52 110,241 -31.04 0.1680
2020-02-12 2019-12-31 13F VALMONT INDUSTRIES Common 920253101 1,067,261 -75,035 -6.57 159,856 1.09 0.1866
2019-11-13 2019-09-30 13F VALMONT INDUSTRIES Common 920253101 1,142,296 -7,928 -0.69 158,139 8.42 0.1931
2019-08-13 2019-06-30 13F VALMONT INDUSTRIES Common 920253101 1,150,224 38,291 3.44 145,854 0.82 0.1744
2019-05-13 2019-03-31 13F VALMONT INDUSTRIES Common 920253101 1,111,933 -119,888 -9.73 144,662 5.85 0.1773
2019-02-12 2018-12-31 13F VALMONT INDUSTRIES Common 920253101 1,231,821 -111,412 -8.29 136,668 -26.54 0.1905
2018-11-16 2018-09-30 13F/A-1 VALMONT INDUSTRIES Common 920253101 1,343,233 -59,675 -4.25 186,034 -12.04 0.2108
2018-11-13 2018-09-30 13F VALMONT INDUSTRIES Common 920253101 1,343,233 -59,675 186,034
2018-08-13 2018-06-30 13F VALMONT INDUSTRIES Common 920253101 1,402,908 -41,403 -2.87 211,488 0.09 0.2335
2018-05-08 2018-03-31 13F VALMONT INDUSTRIES Common 920253101 1,444,311 127,234 9.66 211,299 -3.27 0.2415
2018-02-14 2017-12-31 13F VALMONT INDUSTRIES Common 920253101 1,317,077 -5,103 -0.39 218,438 4.50 0.2511
2017-11-15 2017-09-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,322,180 -20,558 -1.53 209,037 4.06 0.2615
2017-08-08 2017-06-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,342,738 -34,764 -2.52 200,874 -6.22 0.2580
2017-05-10 2017-03-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,377,502 23,156 1.71 214,201 12.25 0.2764
2017-02-06 2016-12-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,354,346 25,957 1.95 190,827 6.75 0.2563
2016-11-02 2016-09-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,328,389 -44,648 -3.25 178,761 -3.75 0.2425
2016-08-05 2016-06-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,373,037 -197,751 -12.59 185,730 -4.52 0.2559
2016-05-06 2016-03-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,570,788 -102,362 -6.12 194,526 9.66 0.2674
2016-01-28 2015-12-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,673,150 -209,331 -11.12 177,387 -0.70 0.2322
2015-11-10 2015-09-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,882,481 93,098 5.20 178,629 -16.02 0.2302
2015-07-31 2015-06-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,789,383 48,003 2.76 212,704 -0.60 0.2365
2015-05-06 2015-03-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,741,380 1,741,380 0.00 213,981 0.2285
2015-02-05 2014-12-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 0 -1,470,752 -100.00 0 -100.00
2014-11-04 2014-09-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,470,752 -85,800 -5.51 198,448 -16.10 0.2036
2014-08-05 2014-06-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,556,552 13,742 0.89 236,518 3.00 0.2309
2014-05-05 2014-03-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,542,810 -70,225 -4.35 229,631 -4.53 0.2335
2014-02-11 2013-12-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,613,035 144,546 9.84 240,536 17.92 0.2472
2013-10-29 2013-09-30 13F/A-1 VALMONT INDUSTRIES COMMON STOCK 920253101 1,468,489 -35,094 -2.33 203,988 -5.19 0.2265
2013-10-29 2013-09-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,679,056 197,138
2013-08-13 2013-06-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 1,503,583 1,503,583 215,148 0.2558
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.