Valmont Industries, Inc.
US ˙ NYSE ˙ US9202531011

SecurityVMI / Valmont Industries, Inc.
InstitutionFirst Horizon Advisors, Inc.
Latest Disclosed Ownership220 shares
Latest Disclosed Value $ 71,845
First Horizon Advisors, Inc. reports 43.88% decrease in ownership of VMI / Valmont Industries, Inc.

On August 6, 2025 - First Horizon Advisors, Inc. filed a 13F-HR form disclosing ownership of 220 shares of Valmont Industries, Inc. (US:VMI) valued at $71,845 USD as of June 30, 2025. The entity filed a previous 13F-HR on April 28, 2025 disclosing 392 shares of Valmont Industries, Inc.. This represents a change in shares of -43.88% during the quarter. The current value of the position is $119,874 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)
2025-08-06 2025-06-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 220 -172 -43.88 72 -36.04 0.0019
2025-04-28 2025-03-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 392 63 19.15 112 11.00 0.0032
2025-02-03 2024-12-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 329 50 17.92 101 25.00 0.0028
2024-11-08 2024-09-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 279 31 12.50 81 17.65 0.0022
2024-07-19 2024-06-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 248 91 57.96 68 94.29 0.0021
2024-04-26 2024-03-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 157 0 0.00 36 -2.78 0.0011
2024-02-06 2023-12-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 157 19 13.77 37 9.09 0.0012
2023-10-27 2023-09-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 138 108 360.00 33 312.50 0.0012
2023-08-03 2023-06-30 13F VALMONT INDS INC COM COMMON STOCK 920253101 30 0 0.00 9 -11.11 0.0003
2023-05-15 2023-03-31 13F VALMONT INDS INC COM COMMON STOCK 920253101 30 -4 -11.76 10 -18.18 0.0003
2023-02-10 2022-12-31 13F VALMONT INDS INC COM COMMON STOCK 920253101 34 10 41.67 11 83.33 0.0004
2022-11-09 2022-09-30 13F VALMONT INDS INC COM COMMON STOCK 920253101 24 0 0.00 6 20.00 0.0002
2022-08-02 2022-06-30 13F VALMONT INDS INC COM COMMON STOCK 920253101 24 0 0.00 5 -16.67 0.0002
2022-05-10 2022-03-31 13F VALMONT INDS INC COM COMMON STOCK 920253101 24 0 0.00 6 0.00 0.0003
2022-02-09 2021-12-31 13F VALMONT INDS INC COM COMMON STOCK 920253101 24 0 0.00 6 0.00 0.0002
2021-11-15 2021-09-30 13F/A-1 VALMONT INDS INC COM COMMON STOCK 920253101 24 24 6 0.0002
2021-11-09 2021-09-30 13F VALMONT INDS INC COM COMMON STOCK 920253101 24 24 6 0.0002
2016-05-09 2016-03-31 13F VALMONT INDS COMMON STOCK 920253101 0 0 0 0.0000
2016-02-08 2015-12-31 13F VALMONT INDS COMMON STOCK 920253101 0 -101 -100.00 0 -100.00
2015-11-06 2015-09-30 13F VALMONT INDS COMMON STOCK 920253101 101 -406 -80.08 9 -85.00 0.0014
2015-08-03 2015-06-30 13F/A-1 VALMONT INDS COMMON STOCK 920253101 507 0 0.00 60 -3.23 0.0087
2015-07-31 2015-06-30 13F VALMONT INDS COMMON STOCK 920253101 9 60
2015-05-04 2015-03-31 13F VALMONT INDS COMMON STOCK 920253101 507 507 0.00 62 0.0090
2015-02-05 2014-12-31 13F VALMONT INDS COMMON STOCK 920253101 0 -645 -100.00 0 -100.00
2014-11-13 2014-09-30 13F/A-1 VALMONT INDS COMMON STOCK 920253101 645 -78 -10.79 87 -17.14 0.0136
2014-11-13 2014-09-30 13F VALMONT INDS COMMON STOCK 920253101 645 -78 87 0.0089
2014-08-07 2014-06-30 13F VALMONT INDS INC COM COMMON STOCK 920253101 723 200 38.24 105 32.91 0.0152
2014-05-02 2014-03-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 523 0 0.00 79 6.76 0.0111
2014-02-07 2013-12-31 13F VALMONT INDUSTRIES COMMON STOCK 920253101 523 287 121.61 74 124.24 0.0111
2013-11-15 2013-09-30 13F VALMONT INDUSTRIES COMMON STOCK 920253101 236 -16 -6.35 33 -8.33 0.0053
2014-02-25 2013-06-30 13F VALMONT INDS Common Stock 920253101 252 0 0.00 36 -10.00 0.0184
2014-02-25 2013-03-31 13F VALMONT INDS Common Stock 920253101 252 134 113.56 40 150.00 0.0225
2014-02-25 2012-12-31 13F VALMONT INDS Common Stock 920253101 118 0 0.00 16 0.00 0.0114
2014-02-25 2012-09-30 13F VALMONT INDS COMMON STOCK 920253101 118 -236 -66.67 16 -66.67 0.0129
2014-02-25 2012-06-30 13F VALMONT INDS COMMON STOCK 920253101 354 118 50.00 48 41.18 0.0379
2014-02-25 2012-03-31 13F VALMONT INDS COMMON STOCK 920253101 236 236 34 0.0281
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.