Top 1 Robert B. Daugherty Foundation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VMI | Valmont Industries, Inc. | 100% | 250.0K | $144.4M | +0.00%(+0) | $395.03(+26.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +43.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.57% |
Robert B. Daugherty Foundation reports $144.40M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is VMI (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +43.57% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Robert B. Daugherty Foundation’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1515721). View Robert B. Daugherty Foundation’s 13F filings on SEC