Institutional Manager · CIK 0001515721
Robert B. Daugherty Foundation
OMAHA, NE · File #028-25952
Latest AUM
$100.6M
Positions
1
Top-10 Concentration
100.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | VALMONT INDS INC | 920253101 | +250,000 | +$100.6M | $0 |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $100.6M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VALMONT INDS INC | 920253101 | 250,000 | $100.6M | 100.00% |