Investment Manager Bets Big on Valmont Industries Stock With $13.3 Million Buy, According to Latest SEC Filing

4 months ago 52

Jake Lerch, The Motley Fool

Thu, February 26, 2026 astatine 9:01 AM CST 4 min read

Pennant Select, LLC initiated a caller presumption successful Valmont Industries (NYSE:VMI) during the 4th quarter, acquiring 33,000 shares successful a commercialized estimated astatine $13.28 cardinal based connected quarterly mean pricing, according to an SEC filing dated February 17, 2026.

According to a filing with the Securities and Exchange Commission dated February 17, 2026, Pennant Select, LLC initiated a caller presumption successful Valmont Industries by purchasing 33,000 shares. The estimated transaction worth was $13.28 million, calculated utilizing the mean closing terms for the quarter. The quarter-end worth of the caller involvement besides totaled $13.28 million, reflecting some trading enactment and stock terms question during the period.

This was a caller presumption for Pennant Select, LLC, representing 7.0% of its $188,975,808 successful 13F reportable assets arsenic of December 31, 2025.

Top holdings aft the filing:

NASDAQ: SATS: $59.79 cardinal (31.6% of AUM)
NASDAQ: MSFT: $25.44 cardinal (13.5% of AUM)
NASDAQ: PRM: $15.69 cardinal (8.3% of AUM)
NYSE: AMZN: $14.38 cardinal (7.6% of AUM)
NASDAQ: VMI: $13.28 cardinal (7.0% of AUM)

As of February 17, 2026, shares of Valmont Industries were priced astatine $443.96, up 18.7% implicit the past year, outperforming the S&P 500 by 27.6 percent points.

Valmont Industries reported trailing 12 months gross of $4.10 cardinal and nett income of $353.69 cardinal done December 27, 2025.

Dividend output stood astatine 0.59% arsenic of February 18, 2026.

Metric

Value

Price (as of marketplace adjacent 2026-02-17)	$443.96
Market capitalization	$9.02 billion
Revenue (TTM)	$4.10 billion
Net income (TTM)	$353.69 million

Produces engineered metallic and composite structures, irrigation equipment, coatings, and h2o absorption solutions for infrastructure and agriculture markets.
Generates gross done the manufacture and merchantability of fabricated products and exertion solutions, with operations divided betwixt Infrastructure and Agriculture segments.
Serves municipalities, utilities, telecommunications firms, contractors, manufacturers, and large-scale cultivation producers globally.

Valmont Industries is simply a diversified concern institution with a planetary footprint and a absorption connected captious infrastructure and cultivation productivity. Its strategy leverages engineering expertise and manufacturing standard to code the needs of some developed and emerging markets. The company's competitory borderline lies successful its wide merchandise portfolio, exertion integration, and established relationships crossed aggregate extremity markets.

Pennant Select, a New Jersey-based concern manager, precocious acquired 33,000 shares of Valmont Industries, an concern stock, valued astatine much than $13 million. Here’s what investors request to know.

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