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Nitorum Capital, L.P.
> VMI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | VALMONT INDUSTRIES INC | VMI | 181,190 | 26,478 | 52,735,350,000 | 3,338,903,000 | $291,050.00 |
| 03/31/2023 | VALMONT INDUSTRIES INC | VMI | 154,712 | -11,499 | 49,396,447,000 | -5,564,544,000 | $319,280.00 |
| 12/31/2022 | VALMONT INDUSTRIES INC | VMI | 166,211 | -16,000 | 54,960,991,000 | 54,912,045,000 | $330,670.00 |
| 09/30/2022 | VALMONT INDUSTRIES INC | VMI | 182,211 | 0 | 48,946,000 | 8,016,000 | $268.62 |
| 06/30/2022 | VALMONT INDUSTRIES INC | VMI | 182,211 | 792 | 40,930,000 | -2,357,000 | $224.63 |
| 03/31/2022 | VALMONT INDUSTRIES INC | VMI | 181,419 | -15,400 | 43,287,000 | -6,016,000 | $238.60 |
| 12/31/2021 | VALMONT INDUSTRIES INC | VMI | 196,819 | -2,606 | 49,303,000 | 2,414,000 | $250.50 |
| 09/30/2021 | VALMONT INDUSTRIES INC | VMI | 199,425 | 10,200 | 46,889,000 | 2,222,000 | $235.12 |
| 06/30/2021 | VALMONT INDUSTRIES INC | VMI | 189,225 | 189,225 | 44,667,000 | 44,667,000 | $236.05 |
| 03/31/2021 | VALMONT INDUSTRIES INC | VMI | 0 | -306,427 | 0 | -53,603,000 | |
| 12/31/2020 | VALMONT INDUSTRIES INC | VMI | 306,427 | 1,333 | 53,603,000 | 15,716,000 | $174.93 |
| 09/30/2020 | VALMONT INDUSTRIES INC | VMI | 305,094 | 24,900 | 37,887,000 | 6,051,000 | $124.18 |
| 06/30/2020 | VALMONT INDUSTRIES INC | VMI | 280,194 | 1,112 | 31,836,000 | 2,259,000 | $113.62 |
| 03/31/2020 | VALMONT INDUSTRIES INC | VMI | 279,082 | -215 | 29,577,000 | -12,256,000 | $105.98 |
| 12/31/2019 | VALMONT INDUSTRIES INC | VMI | 279,297 | 1,389 | 41,833,000 | 3,359,000 | $149.78 |
| 09/30/2019 | VALMONT INDUSTRIES INC | VMI | 277,908 | 1,466 | 38,474,000 | 3,418,000 | $138.44 |
| 06/30/2019 | VALMONT INDUSTRIES INC | VMI | 276,442 | 49,888 | 35,056,000 | 5,581,000 | $126.81 |
| 03/31/2019 | VALMONT INDUSTRIES INC | VMI | 226,554 | 31,518 | 29,475,000 | 7,836,000 | $130.10 |
| 12/31/2018 | VALMONT INDUSTRIES INC | VMI | 195,036 | 6,322 | 21,639,000 | -4,498,000 | $110.95 |
| 09/30/2018 | VALMONT INDUSTRIES INC | VMI | 188,714 | -1,003 | 26,137,000 | -2,463,000 | $138.50 |
| 06/30/2018 | VALMONT INDUSTRIES INC | VMI | 189,717 | 0 | 28,600,000 | 844,000 | $150.75 |
| 03/31/2018 | VALMONT INDUSTRIES INC | VMI | 189,717 | 73,993 | 27,756,000 | 8,563,000 | $146.30 |
| 12/31/2017 | VALMONT INDUSTRIES INC | VMI | 115,724 | 22,610 | 19,193,000 | 4,472,000 | $165.85 |
| 09/30/2017 | VALMONT INDUSTRIES INC | VMI | 93,114 | 8,859 | 14,721,000 | 2,116,000 | $158.10 |
| 06/30/2017 | VALMONT INDUSTRIES INC | VMI | 84,255 | 20,613 | 12,605,000 | 2,709,000 | $149.61 |
| 03/31/2017 | VALMONT INDUSTRIES INC | VMI | 63,642 | 6,429 | 9,896,000 | 1,835,000 | $155.49 |
| 12/31/2016 | VALMONT INDUSTRIES INC | VMI | 57,213 | 21,948 | 8,061,000 | 3,315,000 | $140.89 |
| 09/30/2016 | VALMONT INDUSTRIES INC | VMI | 35,265 | 717 | 4,746,000 | 73,000 | $134.58 |
| 06/30/2016 | VALMONT INDUSTRIES INC | VMI | 34,548 | -8,199 | 4,673,000 | 141,000 | $135.26 |
| 03/31/2016 | VALMONT INDUSTRIES INC | VMI | 45,567 | 2,820 | 5,643,000 | 1,111,000 | $123.84 |
| 12/31/2015 | VALMONT INDUSTRIES INC | VMI | 42,747 | 42,747 | 4,532,000 | 4,532,000 | $106.02 |
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