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Robert B Daugherty Foundation 13F Portfolio

Portfolio Manager
Robert B Daugherty Foundation
Performance
-19.84% (2026 Q3)
AUM (13F)
$115.75M
# of Holdings
1
Performance Rank
N/A
Allocation (Top 20)
100%
Latest filing
Q3 2026

Robert B Daugherty Foundation Holdings Map

Top 1 Robert B Daugherty Foundation Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VMI
Valmont Industries, Inc.
100%250.0K$115.7M
+0.00%(+0)
2025-Q3: 0 shares2025-Q4: 250.0K shares2026-Q1: 250.0K shares2026-Q2: 250.0K shares2026-Q3: 250.0K shares
$395.03(+14.49%)
2026-09-30

About Robert B Daugherty Foundation’s portfolio

Robert B Daugherty Foundation reports $115.75M 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 +15.08% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

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Source filings

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

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