Top 1 Robert B Daugherty Foundation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VMI | Valmont Industries, Inc. | 100% | 250.0K | $115.7M | +0.00%(+0) | $395.03(+14.49%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.08% |
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.
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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