SEC 13F Intelligence

Nitorum Capital, L.P. / VMI

Nitorum Capital, L.P.’s Valmont Inds Inc Position

Does Nitorum Capital, L.P. own Valmont Inds Inc (VMI)? Yes16.3K shares worth $7M (+5.72% of its 13F portfolio) as of Q1 2026, down from 53.9K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
16.3K
% of Portfolio
+5.72%
Quarters Held
30
currently held

Position History VMI

Reported value by quarter
Q4 ’18: $22MQ4 ’18Q1 ’19: $29MQ2 ’19: $35MQ3 ’19: $38MQ4 ’19: $42MQ4 ’19Q1 ’20: $30MQ2 ’20: $32MQ3 ’20: $38MQ4 ’20: $54MQ4 ’20Q1 ’21: $45MQ2 ’21: $45MQ3 ’21: $47MQ4 ’21: $49MQ4 ’21Q1 ’22: $43MQ2 ’22: $41MQ3 ’22: $49MQ4 ’22: $55MQ4 ’22Q1 ’23: $49MQ2 ’23: $53MQ3 ’23: $55MQ4 ’23: $22MQ4 ’23Q1 ’24: $16MQ2 ’24: $19MQ3 ’24: $20MQ4 ’24: $17MQ4 ’24Q1 ’25: $16MQ2 ’25: $16MQ3 ’25: $19MQ4 ’25: $22MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.3K$7M+5.72%
Q4 202553.9K$22M+4.80%
Q3 202549.5K$19M+3.37%
Q2 202550.1K$16M+2.43%
Q1 202555.6K$16M+2.23%
Q4 202454.5K$17M+1.92%
Q3 202468.0K$20M+1.99%
Q2 202470.3K$19M+2.10%
Q1 202471.1K$16M+1.65%
Q4 202393.9K$22M+2.35%
Q3 2023229.2K$55M+6.02%
Q2 2023181.2K$53M+5.33%
Q1 2023154.7K$49M+5.23%
Q4 2022166.2K$55M+5.18%
Q3 2022182.2K$49M+4.26%
Q2 2022182.2K$41M+3.01%
Q1 2022181.4K$43M+2.87%
Q4 2021196.8K$49M+2.31%
Q3 2021199.4K$47M+2.23%
Q2 2021189.2K$45M+2.03%
Q1 2021189.2K$45M+2.22%
Q4 2020306.4K$54M+2.08%
Q3 2020305.1K$38M+1.68%
Q2 2020280.2K$32M+1.64%
Q1 2020279.1K$30M+2.29%
Q4 2019279.3K$42M+2.34%
Q3 2019277.9K$38M+2.24%
Q2 2019276.4K$35M+1.99%
Q1 2019226.6K$29M+1.95%
Q4 2018195.0K$22M+2.21%

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