Tom Bancroft - Makaira Partners
Holding/activity history for Valmont Industries Inc (VMI)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2018 Q2 | 0 | 0.00 | Sell 100.00% | 3.66 | SEC | ||
| 2018 Q1 | 179,680 | 3.66 | Reduce 43.07% | 3.34 | $146.30 | $26,287,000 | SEC |
| 2017 Q4 | 315,610 | 7.75 | Add 6.04% | 0.44 | $165.85 | $52,344,000 | SEC |
| 2017 Q3 | 297,620 | 7.92 | Reduce 0.64% | 0.05 | $158.10 | $47,054,000 | SEC |
| 2017 Q2 | 299,525 | 7.71 | Add 5.40% | 0.40 | $149.60 | $44,809,000 | SEC |
| 2017 Q1 | 284,169 | 8.43 | Reduce 57.10% | 9.36 | $155.50 | $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 | $134.57 | $89,145,000 | SEC |
| 2016 Q2 | 667,334 | 14.89 | Reduce 1.35% | 0.21 | $135.27 | $90,270,000 | SEC |
| 2016 Q1 | 676,447 | 15.69 | Reduce 21.00% | 3.61 | $123.84 | $83,771,000 | SEC |
| 2015 Q4 | 856,219 | 17.17 | Add 3.01% | 0.50 | $106.02 | $90,776,000 | SEC |
| 2015 Q3 | 831,219 | 14.59 | Add 67.21% | 5.86 | $94.89 | $78,874,000 | SEC |
| 2015 Q2 | 497,100 | 10.35 | Add 148.55% | 6.19 | $118.87 | $59,090,000 | SEC |
| 2015 Q1 | 200,000 | 5.35 | Add 58.09% | 1.97 | $122.88 | $24,576,000 | SEC |
| 2014 Q4 | 126,513 | 3.45 | Add 27.25% | 0.74 | $127.00 | $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 | $151.95 | $15,107,000 | SEC |
| 2014 Q1 | 100,000 | 3.14 | Buy | 3.14 | $148.84 | $14,884,000 | SEC |