VMI
VALMONT INDUSTRIES INC
+1.19 (+0.25%)476.54USD44.2K成交股數9.2B市值18.6本益比(近四季)2.2股價營收比+6.5%營收年增(近四季)2026-10-20下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 1 · 101K · 1 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 1 · 396K · 1 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 101K · 9.4M |
| 近 180 天 淨額 | −9.3M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-08 | 09-09 | Hickey Toni | CLO and Corporate Secretary | A 獲配股票 | 310 | – | – | 310 | SEC |
| 2026-08-17 | 08-19 | Campbell Renee L | SVP, Capital Markets & Risk | M 選擇權執行 | 838 | 252.89 | 212K | 5.7K | SEC |
| 2026-08-17 | 08-19 | Campbell Renee L | SVP, Capital Markets & Risk | F 繳稅扣股 | 601 | 501.85 | 302K | 5.1K | SEC |
| 2026-07-31 | 08-03 | Applbaum Avner M | President and CEO | F 繳稅扣股 | 162 | 481.70 | 78K | 26.0K | SEC |
| 2026-07-31 | 08-03 | Applbaum Avner M | President and CEO | F 繳稅扣股 | 162 | 481.70 | 78K | 26.0K | SEC |
| 2026-07-29 | 07-30 | Schwietz John L | Executive VP and CFO | F 繳稅扣股 | 24 | 456.29 | 11K | 3.0K | SEC |
| 2026-07-27 | 07-29 | Freye Theodor Werner | Director | S 公開市場賣出 | 800 | 495.00 | 396K | 2.8K | SEC |
| 2026-07-23 | 07-24 | Schwietz John L | Executive VP and CFO | P 公開市場買進 | 208 | 486.15 | 101K | 3.0K | SEC |
| 2026-05-06 | 05-07 | Campbell Renee L | SVP, Capital Markets & Risk | S 公開市場賣出 | 412 | 522.45 | 215K | 390 | SEC |
| 2026-05-06 | 05-07 | Campbell Renee L | SVP, Capital Markets & Risk | S 公開市場賣出 | 412 | 522.45 | 215K | 390 | SEC |
| 2026-04-27 | 04-28 | Freye Theodor Werner | Director | A 獲配股票 | 341 | – | – | 3.6K | SEC |
| 2026-04-27 | 04-28 | Robinson-Berry Joan | Director | A 獲配股票 | 341 | – | – | 2.8K | SEC |
| 2026-04-27 | 04-28 | Caplan Deborah H | Director | A 獲配股票 | 341 | – | – | 920 | SEC |
| 2026-04-27 | 04-28 | Milliken James B. | Director | A 獲配股票 | 341 | – | – | 8.9K | SEC |
| 2026-04-27 | 04-28 | PAGLIA CATHERINE JAMES | Director | A 獲配股票 | 341 | – | – | 10.8K | SEC |
| 2026-04-27 | 04-28 | BAY MOGENS C | Director | A 獲配股票 | 341 | – | – | 113K | SEC |
| 2026-04-27 | 04-28 | Maass Paul T | Director | A 獲配股票 | 341 | – | – | 341 | SEC |
| 2026-04-27 | 04-28 | Neary Daniel P | Director | A 獲配股票 | 341 | – | – | 17.6K | SEC |
| 2026-04-27 | 04-28 | Lanoha Richard Andrew | Director | A 獲配股票 | 341 | – | – | 3.7K | SEC |
| 2026-04-27 | 04-28 | Favre Ritu | Director | A 獲配股票 | 341 | – | – | 3.0K | SEC |
| 2026-04-24 | 04-28 | BAY MOGENS C | Director | S 公開市場賣出 | 2.0K | 490.00 | 980K | 115K | SEC |
| 2026-04-24 | 04-28 | BAY MOGENS C | Director | S 公開市場賣出 | 7.5K | 491.48 | 3.7M | 117K | SEC |
| 2026-04-24 | 04-28 | BAY MOGENS C | Director | S 公開市場賣出 | 1.4K | 493.97 | 716K | 112K | SEC |
| 2026-04-24 | 04-28 | BAY MOGENS C | Director | S 公開市場賣出 | 5.0K | 494.07 | 2.5M | 125K | SEC |
| 2026-04-24 | 04-28 | BAY MOGENS C | Director | S 公開市場賣出 | 1.5K | 492.45 | 739K | 114K | SEC |
| 2026-02-23 | 02-25 | Campbell Renee L | SVP, Capital Markets & Risk | A 獲配股票 | 421 | – | – | 5.0K | SEC |
| 2026-02-23 | 02-25 | Campbell Renee L | SVP, Capital Markets & Risk | D 處分 | 194 | 457.35 | 89K | 4.8K | SEC |
| 2026-02-23 | 02-25 | Applbaum Avner M | President and CEO | F 繳稅扣股 | 1.6K | 457.35 | 729K | 26.2K | SEC |
| 2026-02-23 | 02-25 | Paisley Jennifer | Chief People Officer | F 繳稅扣股 | 93 | 457.35 | 43K | 3.0K | SEC |
| 2026-02-23 | 02-25 | Liguori Thomas | EVP, CFO | F 繳稅扣股 | 311 | 457.35 | 142K | 2.4K | SEC |
| 2026-02-23 | 02-25 | Applbaum Avner M | President and CEO | A 獲配股票 | 3.7K | – | – | 27.8K | SEC |
| 2026-02-23 | 02-25 | MASSEY R ANDREW | VP, Legal and Corp. Secretary | F 繳稅扣股 | 331 | 457.35 | 151K | 10.8K | SEC |
| 2026-02-23 | 02-25 | MASSEY R ANDREW | VP, Legal and Corp. Secretary | A 獲配股票 | 746 | – | – | 11.2K | SEC |
| 2026-02-23 | 02-25 | MATTHEWS DARRYL R | Group Pres. Global Agriculture | A 獲配股票 | 541 | – | – | 1.6K | SEC |
| 2026-02-23 | 02-25 | Colwell James Christopher | President, Infrastructure | F 繳稅扣股 | 399 | 457.35 | 182K | 7.9K | SEC |
| 2026-02-23 | 02-25 | Turi Gregory Richard | President, Infrastructure | F 繳稅扣股 | 134 | 457.35 | 61K | 5.1K | SEC |
| 2026-02-23 | 02-25 | Turi Gregory Richard | President, Infrastructure | A 獲配股票 | 289 | – | – | 5.2K | SEC |
| 2026-02-23 | 02-25 | Colwell James Christopher | President, Infrastructure | A 獲配股票 | 913 | – | – | 8.3K | SEC |
| 2026-02-23 | 02-25 | MATTHEWS DARRYL R | Group Pres. Global Agriculture | F 繳稅扣股 | 241 | 457.35 | 110K | 1.4K | SEC |
| 2026-02-23 | 02-25 | Liguori Thomas | EVP, CFO | A 獲配股票 | 714 | – | – | 2.7K | SEC |
| 2026-02-23 | 02-25 | Paisley Jennifer | Chief People Officer | A 獲配股票 | 192 | – | – | 3.1K | SEC |
| 2025-12-16 | 12-17 | Turi Gregory Richard | President, Infrastructure | F 繳稅扣股 | 80 | 410.66 | 33K | 4.9K | SEC |
| 2025-12-16 | 12-17 | Paisley Jennifer | SVP, Human Resources | F 繳稅扣股 | 55 | 410.66 | 23K | 2.9K | SEC |
| 2025-12-16 | 12-17 | MATTHEWS DARRYL R | Group Pres. Global Agriculture | F 繳稅扣股 | 97 | 410.66 | 40K | 1.1K | SEC |
| 2025-12-16 | 12-17 | MASSEY R ANDREW | VP, Legal and Corp. Secretary | F 繳稅扣股 | 58 | 410.66 | 24K | 10.4K | SEC |
| 2025-12-16 | 12-17 | Liguori Thomas | EVP, CFO | F 繳稅扣股 | 135 | 410.66 | 55K | 2.0K | SEC |
| 2025-12-16 | 12-17 | Dasher ELlen S | VP, Global Taxation | F 繳稅扣股 | 31 | 410.66 | 13K | 6.5K | SEC |
| 2025-12-16 | 12-17 | Colwell James Christopher | President, Infrastructure | F 繳稅扣股 | 156 | 410.66 | 64K | 7.4K | SEC |
| 2025-12-16 | 12-17 | Campbell Renee L | SVP, Investor Relations, Treas | F 繳稅扣股 | 33 | 410.66 | 14K | 4.6K | SEC |
| 2025-12-16 | 12-17 | Applbaum Avner M | President and CEO | F 繳稅扣股 | 558 | 410.66 | 229K | 24.6K | SEC |
| 2025-12-15 | 12-17 | Dasher ELlen S | VP, Global Taxation | A 獲配股票 | 173 | – | – | 6.6K | SEC |
| 2025-12-15 | 12-17 | Applbaum Avner M | President and CEO | A 獲配股票 | 3.6K | – | – | 25.2K | SEC |
| 2025-12-15 | 12-17 | Turi Gregory Richard | President, Infrastructure | A 獲配股票 | 391 | – | – | 5.0K | SEC |
| 2025-12-15 | 12-17 | MATTHEWS DARRYL R | Group Pres. Global Agriculture | A 獲配股票 | 546 | – | – | 1.2K | SEC |
| 2025-12-15 | 12-17 | MASSEY R ANDREW | VP, Legal and Corp. Secretary | A 獲配股票 | 324 | – | – | 10.5K | SEC |
| 2025-12-15 | 12-17 | Liguori Thomas | EVP, CFO | A 獲配股票 | 771 | – | – | 2.2K | SEC |
| 2025-12-15 | 12-17 | Johnson William Eric | Chief Accounting Officer | A 獲配股票 | 293 | – | – | 806 | SEC |
| 2025-12-15 | 12-17 | Colwell James Christopher | President, Infrastructure | A 獲配股票 | 582 | – | – | 7.6K | SEC |
| 2025-12-15 | 12-17 | Campbell Renee L | SVP, Investor Relations, Treas | A 獲配股票 | 209 | – | – | 4.7K | SEC |
| 2025-12-15 | 12-17 | Paisley Jennifer | SVP, Human Resources | A 獲配股票 | 375 | – | – | 3.0K | SEC |
| 2025-12-12 | 12-15 | Colwell James Christopher | President, Infrastructure | F 繳稅扣股 | 66 | 417.54 | 28K | 7.0K | SEC |
| 2025-12-12 | 12-15 | Dasher ELlen S | VP, Global Taxation | F 繳稅扣股 | 42 | 417.54 | 18K | 6.4K | SEC |
| 2025-12-12 | 12-15 | MASSEY R ANDREW | VP, Legal and Corp. Secretary | F 繳稅扣股 | 54 | 417.54 | 23K | 10.1K | SEC |
| 2025-12-12 | 12-15 | Turi Gregory Richard | President, Infrastructure | F 繳稅扣股 | 67 | 417.54 | 28K | 4.6K | SEC |
| 2025-12-12 | 12-15 | Campbell Renee L | SVP, Investor Relations, Treas | F 繳稅扣股 | 47 | 417.54 | 20K | 4.4K | SEC |
| 2025-12-12 | 12-15 | Applbaum Avner M | President and CEO | F 繳稅扣股 | 134 | 417.54 | 56K | 21.6K | SEC |
| 2025-12-12 | 12-15 | Paisley Jennifer | SVP, Human Resources | F 繳稅扣股 | 51 | 417.54 | 21K | 2.6K | SEC |
| 2025-12-11 | 12-15 | Turi Gregory Richard | President, Infrastructure | F 繳稅扣股 | 119 | 427.27 | 51K | 4.7K | SEC |
| 2025-12-11 | 12-15 | Colwell James Christopher | President, Infrastructure | F 繳稅扣股 | 231 | 427.27 | 99K | 7.1K | SEC |
| 2025-12-11 | 12-15 | Campbell Renee L | SVP, Investor Relations, Treas | F 繳稅扣股 | 47 | 427.27 | 20K | 4.5K | SEC |
| 2025-12-11 | 12-15 | Applbaum Avner M | President and CEO | F 繳稅扣股 | 699 | 427.27 | 299K | 21.7K | SEC |
| 2025-12-11 | 12-15 | Dasher ELlen S | VP, Global Taxation | F 繳稅扣股 | 45 | 427.27 | 19K | 6.4K | SEC |
| 2025-12-11 | 12-15 | MASSEY R ANDREW | VP, Legal and Corp. Secretary | F 繳稅扣股 | 83 | 427.27 | 35K | 10.2K | SEC |
| 2025-12-11 | 12-15 | Paisley Jennifer | SVP, Human Resources | F 繳稅扣股 | 67 | 427.27 | 29K | 2.6K | SEC |
| 2025-11-04 | 11-06 | BAY MOGENS C | Director | G 贈與 | 2.5K | – | – | 130K | SEC |
| 2025-10-30 | 11-03 | Robinson-Berry Joan | Director | G 贈與 | 241 | – | – | 2.5K | SEC |
| 2025-10-23 | 10-24 | Colwell James Christopher | Pres.-Global TDS, Svc&Coating | S 公開市場賣出 | 375 | 410.68 | 154K | 7.3K | SEC |
| 2025-10-20 | 10-22 | Johnson William Eric | Chief Accounting Officer | A 獲配股票 | 513 | – | – | 513 | SEC |
| 2025-08-25 | 08-26 | Campbell Renee L | SVP, Investor Relations, Treas | S 公開市場賣出 | 670 | 374.90 | 251K | 4.5K | SEC |
| 2025-08-22 | 08-26 | Liguori Thomas | EVP, CFO | F 繳稅扣股 | 84 | 375.35 | 32K | 1.4K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 2.0M | 1.1B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 854K | 493M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 844K | 487M | 新進 | 新進 |
| STATE STREET CORP | 660K | 382M | 新進 | 新進 |
| NEUBERGER BERMAN GROUP LLC | 498K | 287M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 424K | 245M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 390K | 225M | 新進 | 新進 |
| EARNEST PARTNERS LLC | 382K | 220M | 新進 | 新進 |
| Invesco Ltd. | 367K | 212M | 新進 | 新進 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 338K | 195M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 304K | 175M | 新進 | 新進 |
| SEI INVESTMENTS CO | 280K | 162M | 新進 | 新進 |
| FRANKLIN RESOURCES INC | 259K | 150M | 新進 | 新進 |
| Robert B. Daugherty Foundation | 250K | 144M | 新進 | 新進 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 247K | 143M | 新進 | 新進 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 246K | 142M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 244K | 141M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 244K | 141M | 新進 | 新進 |
| Pictet Asset Management Holding SA | 239K | 138M | 新進 | 新進 |
| Impax Asset Management Group plc | 226K | 131M | 新進 | 新進 |
| SEGALL BRYANT & HAMILL, LLC | 206K | 119M | 新進 | 新進 |
| Quantinno Capital Management LP | 198K | 115M | 新進 | 新進 |
| Ninety One UK Ltd | 190K | 110M | 新進 | 新進 |
| NORTHERN TRUST CORP | 180K | 104M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 178K | 102M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 653 +46 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 653 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 18.4M · 95.1% |
| 合計季末市值 | 10.0B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 460K |
|---|---|
| 與上期比 | +10.3% |
| 佔流通股數 | 2.38% |
| 日均成交量 | 168K |
| 回補天數 | 2.7 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 460K | +10.3% | 2.38% | 168K | 2.7 |
| 2026-08-14 | 417K | -9.4% | 2.16% | 149K | 2.8 |
| 2026-07-31 | 461K | +7.7% | 2.39% | 276K | 1.7 |
| 2026-07-15 | 428K | -10.4% | 2.22% | 179K | 2.4 |
| 2026-06-30 | 477K | -21.7% | 2.47% | 279K | 1.7 |
| 2026-06-15 | 610K | +53.5% | 3.16% | 262K | 2.3 |
| 2026-05-29 | 397K | +4.4% | 2.06% | 194K | 2.1 |
| 2026-05-15 | 380K | +0.6% | 1.97% | 211K | 1.8 |
| 2026-04-30 | 378K | -3.9% | 1.96% | 268K | 1.4 |
| 2026-04-15 | 394K | -8.2% | 2.04% | 191K | 2.1 |
| 2026-03-31 | 429K | +11.3% | 2.22% | 219K | 2.0 |
| 2026-03-13 | 385K | +11.1% | 1.99% | 158K | 2.4 |
| 2026-02-27 | 347K | +5.0% | 1.79% | 195K | 1.8 |
| 2026-02-13 | 330K | +8.5% | 1.71% | 131K | 2.5 |
| 2026-01-30 | 304K | +3.8% | 1.58% | 107K | 2.9 |
| 2026-01-15 | 293K | +3.5% | 1.52% | 162K | 1.8 |
| 2025-12-31 | 283K | -7.2% | 1.47% | 137K | 2.1 |
| 2025-12-15 | 305K | +8.2% | 1.58% | 136K | 2.3 |
| 2025-11-28 | 282K | +1.8% | 1.46% | 178K | 1.6 |
| 2025-11-14 | 277K | +0.2% | 1.43% | 170K | 1.6 |
| 2025-10-31 | 276K | -7.9% | 1.43% | 163K | 1.7 |
| 2025-10-15 | 300K | +3.3% | 1.55% | 134K | 2.3 |
| 2025-09-30 | 290K | -11.4% | 1.50% | 171K | 1.7 |
| 2025-09-15 | 328K | +8.7% | 1.70% | 228K | 1.4 |
| 2025-08-29 | 302K | +0.3% | 1.56% | 223K | 1.4 |
| 2025-08-15 | 301K | +4.5% | 1.56% | 177K | 1.7 |