SEC 13F Intelligence

Axon Capital LP / VMI

Axon Capital LP’s Valmont Inds Inc Position

Does Axon Capital LP own Valmont Inds Inc (VMI)? Yes4.3K shares worth $2M (+2.48% of its 13F portfolio) as of Q1 2026, down from 18.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.3K
% of Portfolio
+2.48%
Quarters Held
2
currently held

Position History VMI

Reported value by quarter
Q4 ’25: $8MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.3K$2M+2.48%
Q4 202518.9K$8M+6.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Axon Capital LP’s full portfolio or all institutional holders of VMI.