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Robert B. Daugherty Foundation 13F Portfolio

Portfolio Manager
Robert B. Daugherty Foundation
Performance
+44.56% (2026 Q2)
AUM (13F)
$144.40M
# of Holdings
1
Performance Rank
N/A
Allocation (Top 20)
100%
Latest filing
Q2 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$144.4M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 250.0K shares2026-Q1: 250.0K shares2026-Q2: 250.0K shares
$395.03(+26.45%)
2026-06-30

About Robert B. Daugherty Foundation’s portfolio

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.

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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