Filed: 1/22/2026ACC: 0000900440-26-000004
📋 What this filing means
ROBERT B. DAUGHERTY FOUNDATION filed this quarterly 13F‑HR report disclosing 1 equity positions with a total reported market value of $100.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1
Positions
$100.58M
Total AUM (reported)
250K
Total Shares
Allocation by class
COM$100.58M100.0%
Portfolio Concentration
Top 3$100.58M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 250K
Sole
Full voting authority
250K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole1
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1
Rows:
VALMONT INDS INC
SOLEShares250K
TypeSH
Market value$100.58M
100.00%
Sole
250K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VALMONT INDS INCSOLE | COM | 250K | SH | $100.58M 100.00% | 250K | 0.00 | 0.00 |