CIK: 0001515721
Total reported value
$100.0M
Reporting period: 2026-03-31 · Number of holdings: 1
Robert B. Daugherty Foundation disclosed 1 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $100.0M and a quarterly turnover rate of 0.6%.
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No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Unchanged VMI
0.0% -$597.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VMI | Valmont Industries | Stock-Industrials | 100.00% | — | — |
Performance for Q3 2026
+4.8%
Performance Last 4 Quarters
+16%
Based on 5 months of available history
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VMI | Valmont Industries | — | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-01 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-22 | 13F-HR | View on EDGAR |
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