Robert B. Daugherty Foundation

Concentrated strategySector-focusedLong-term holder

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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Personality snowflake

Concentration: 100
Portfolio Stability: 0.6
Momentum/Contrarian: 50
Sector conviction: 100
Diversification: 2
Sizing Uniformity: —

Recent moves

Unchanged VMI
0.0%　-$597.5K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	VMI	Valmont Industries	Stock-Industrials	100.00%	—	—

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	1	$100.0M	1	1VMI Top holdings2026-03-31 1.VMI
2025-12-31	1	$100.6M	0	1VMI Top holdings2025-12-31 1.VMI

Holding changes this quarter

Position changes disclosed by Robert B. Daugherty Foundation for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VMI	Valmont Industries	—	—	Unchanged

FAQ

What is Robert B. Daugherty Foundation and what type of investor is it?

Robert B. Daugherty Foundation is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $100.0M, spread across 1 disclosed positions.

What are Robert B. Daugherty Foundation's largest equity positions?

Based on the latest 13F filing, Robert B. Daugherty Foundation's top holdings by market value are: 1. Valmont Industries (VMI) — $100.0M (100.0%)

What changes did Robert B. Daugherty Foundation make in its most recent portfolio filing?

No notable portfolio changes were recorded for Robert B. Daugherty Foundation in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Robert B. Daugherty Foundation focus on?

Robert B. Daugherty Foundation is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 100.0%