Leeward Investments, LLC - Ma / VMI
Leeward Investments, LLC - Ma’s Valmont Inds Inc Position
Does Leeward Investments, LLC - Ma own Valmont Inds Inc (VMI)? Yes — 57.4K shares worth $23M (+1.13% of its 13F portfolio) as of Q1 2026, down from 58.4K shares the prior filed quarter.
Position Value
$23M
Q1 2026
Shares
57.4K
% of Portfolio
+1.13%
Quarters Held
16
currently held
Position History VMI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 57.4K | $23M | +1.13% |
| Q4 2025 | 58.4K | $24M | +1.19% |
| Q3 2025 | 59.3K | $23M | +1.17% |
| Q2 2025 | 60.6K | $20M | +1.05% |
| Q1 2025 | 54.7K | $16M | +0.83% |
| Q4 2024 | 57.1K | $18M | +0.87% |
| Q3 2024 | 61.3K | $18M | +0.82% |
| Q2 2024 | 54.1K | $15M | +0.68% |
| Q1 2024 | 51.2K | $12M | +0.52% |
| Q4 2023 | 53.4K | $12M | +0.59% |
| Q3 2023 | 53.9K | $13M | +0.66% |
| Q2 2023 | 63.0K | $18M | +0.86% |
| Q1 2023 | 64.7K | $21M | +0.94% |
| Q4 2022 | 66.3K | $22M | +0.97% |
| Q3 2022 | 68.3K | $18M | +0.87% |
| Q2 2022 | 54.3K | $12M | +0.56% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Leeward Investments, LLC - Ma’s full portfolio or all institutional holders of VMI.