Murray Stahl's VMI Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 1,351 shares of Valmont Industries, Inc. (VMI) worth $523,823, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Murray Stahl has maintained a long-term strategic position in VMI, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 900 shares. Largest reduction occurred in Q3 2025, reducing 1,025 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's Valmont Industries (VMI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Valmont Industries (VMI) Trades by Murray Stahl
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +3,426 | Add 0.00% | 3,425 | $143.07 |
| Q3 2013 | +4 | Add 0.12% | 3,429 | $138.82 |
| Q4 2013 | +71 | Add 2.07% | 3,500 | $149.14 |
| Q1 2014 | -100 | Reduce 2.86% | 3,400 | $148.82 |
| Q3 2014 | +100 | Add 2.94% | 3,500 | $134.86 |
| Q4 2014 | -50 | Reduce 1.43% | 3,450 | $126.96 |
| Q1 2015 | +100 | Add 2.90% | 3,550 | $122.82 |
| Q2 2015 | -500 | Reduce 14.08% | 3,050 | $119.02 |
| Q3 2015 | +25 | Add 0.82% | 3,075 | $94.96 |
| Q4 2016 | -100 | Reduce 3.25% | 2,975 | $140.84 |
| Q3 2018 | +250 | Add 8.40% | 3,225 | $138.60 |
| Q1 2019 | +3,026 | Add 0.00% | 3,025 | $130.25 |
| Q2 2019 | -600 | Reduce 19.83% | 2,425 | $127.01 |
| Q1 2020 | +125 | Add 5.15% | 2,550 | $105.88 |
| Q3 2020 | -100 | Reduce 3.92% | 2,450 | $124.08 |
| Q1 2021 | -150 | Reduce 6.12% | 2,300 | $237.83 |
| Q2 2022 | -50 | Reduce 2.17% | 2,250 | $224.44 |
| Q4 2022 | -50 | Reduce 2.22% | 2,200 | $330.67 |
| Q1 2023 | -125 | Reduce 5.68% | 2,075 | $319.28 |
| Q2 2023 | -300 | Reduce 14.46% | 1,775 | $291.05 |
| Q4 2023 | +100 | Add 5.63% | 1,875 | $233.51 |
| Q1 2024 | -200 | Reduce 10.67% | 1,675 | $228.28 |
| Q3 2024 | +900 | Add 53.73% | 2,575 | $289.95 |
| Q2 2025 | -199 | Reduce 7.73% | 2,376 | $326.57 |
| Q3 2025 | -1,025 | Reduce 43.14% | 1,351 | $387.73 |
Murray Stahl's Valmont Industries Investment FAQs
Murray Stahl first purchased Valmont Industries, Inc. (VMI) in Q2 2013, acquiring 3,425 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held Valmont Industries, Inc. (VMI) for 50 quarters since Q2 2013.
Murray Stahl's largest addition to Valmont Industries, Inc. (VMI) was in Q2 2013, adding 3,425 shares worth $490,000.
According to the latest 13F filing for Q3 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 1,351 shares of Valmont Industries, Inc. (VMI), valued at approximately $523,823.
As of the Q3 2025 filing, Valmont Industries, Inc. (VMI) represents approximately 0.01% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings.
Murray Stahl's peak holding in Valmont Industries, Inc. (VMI) was 3,550 shares, as reported at the end of Q1 2015.