SEC 13F Intelligence

F&V Capital Management, LLC / VMI

F&V Capital Management, LLC’s Valmont Inds Inc Position

Does F&V Capital Management, LLC own Valmont Inds Inc (VMI)? Yes — 34.9K shares worth $14M (+2.95% of its 13F portfolio) as of Q1 2026, down from 35.8K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
34.9K
% of Portfolio
+2.95%
Quarters Held
29
currently held

Position History VMI

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ1 ’20: $2MQ1 ’20Q2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ1 ’21: $5MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ1 ’22: $4MQ1 ’22Q2 ’22: $4MQ3 ’22: $5MQ4 ’22: $6MQ1 ’23: $6MQ1 ’23Q2 ’23: $6MQ3 ’23: $5MQ4 ’23: $5MQ1 ’24: $4MQ1 ’24Q2 ’24: $6MQ3 ’24: $10MQ4 ’24: $11MQ1 ’25: $10MQ1 ’25Q2 ’25: $12MQ3 ’25: $14MQ4 ’25: $14MQ1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.9K$14M+2.95%
Q4 202535.8K$14M+3.06%
Q3 202535.7K$14M+3.11%
Q2 202535.5K$12M+2.96%
Q1 202535.6K$10M+2.64%
Q4 202436.3K$11M+2.93%
Q3 202436.2K$10M+2.70%
Q2 202420.5K$6M+1.64%
Q1 202419.6K$4M+1.32%
Q4 202319.4K$5M+1.45%
Q3 202319.4K$5M+1.60%
Q2 202319.4K$6M+1.82%
Q1 202319.0K$6M+2.01%
Q4 202218.5K$6M+2.04%
Q3 202218.6K$5M+1.92%
Q2 202218.2K$4M+1.45%
Q1 202218.0K$4M+1.31%
Q4 202117.4K$4M+1.47%
Q3 202116.2K$4M+1.53%
Q2 202116.2K$4M+1.41%
Q1 202122.9K$5M+2.03%
Q4 202022.8K$4M+1.72%
Q3 202022.6K$3M+1.36%
Q2 202023.3K$3M+1.34%
Q1 202016.1K$2M+1.09%
Q4 201916.4K$2M+1.33%
Q3 201916.5K$2M+1.42%
Q2 201916.5K$2M+1.25%
Q1 201916.6K$2M+1.23%

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