Connor Haley's Alta Fox Capital Management reported 36.5K shares of Valmont Industries Inc (VMI) for the first time in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. At quarter-end prices the stake was worth about $21.1M, or 4.24% of the reported portfolio. VMI enters the book as the 10th largest of 15 stock positions.
What did the 2026 Q2 filing report for VMI?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 36.5K |
| Reported value | $21.1M |
| Portfolio weight | 4.24% |
| Rank in portfolio | 10th of 15 |
How big is the new VMI position?
Connor Haley opened 8 stock positions in 2026 Q2; VMI is the 4th largest of them by weight. An average stock position in the Connor Haley portfolio is 7% of the reported value, so the new name starts below the fund's typical size.
Where does VMI sit in the Connor Haley portfolio?
VMI ranks 10th of 15 stock positions in the Connor Haley portfolio at 4.24%, below the fund's average stock position of 7%. The VMI purchase was the 7th largest of the quarter's 15 position changes by percent change to portfolio. The largest stock position is XPEL at 19.85%. Next come BTSG at 13.7% and NATL at 13.63%. The three largest stocks together are 47.18% of the book. Across the 2026 Q2 portfolio, Connor Haley reported 15 stock positions, with 8 opened and 2 closed. The total portfolio value is about $497.2M, up 32% from the prior quarter.
Has Connor Haley held VMI before?
Connor Haley has not reported VMI before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many VMI shares does Connor Haley hold?
Connor Haley holds 36.5K shares of VMI as of June 30, 2026, worth about $21.1M.
What is VMI's weight in the Connor Haley portfolio?
VMI is 4.24% of the Connor Haley portfolio and ranks 10th of 15 stocks by weight.
Has Connor Haley owned VMI before?
No. Connor Haley has not reported VMI before in the filings we track, which start with the quarter ended June 30, 2013.