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$VMI:NYSE · VALMONT INDS INC

Sector: energygrid

52-week range: 361.50585.71

Valmont Industries makes infrastructure products such as utility poles, lighting and traffic structures, and communication towers, plus mechanized irrigation equipment for agriculture.

2 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 30-JUN-2026

Aggregate 13FScore 58 — mean of 2 scored holder(s) · buyers (new/add) avg 76. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Steve Cohen / Point7276Added +149%118,065$68,194,3440.1%
Ancora40Trimmed -92%23$13,2850.0%

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Watching · 1 mention(s), 0 personal-position post(s) · first 2026-04-22 · last 2026-04-22

“Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electronics $PLPC - advanced conductors $ATKR - transmission components $VMI - grid components Power Electronics $AEIS - power control electronics $VICR - power delivery Capacitor Bank…” post →

All 1 tweet(s) mentioning this ticker
DateTweet
2026-04-22Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electronics $PLPC - advanced conductors $ATKR - transmission components $VMI - grid co… → · 1649 likes · 956,752 views

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.