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Disclosery

Janus Henderson: VMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Janus Henderson on VMI, newest first. How the timeline and the estimate are built.

Janus Henderson held 130,279 VMI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,279 shares
    Share basis changed not comparable

    Membership change: Jupiter Topco LLC joined the group. 0.03% of the 13F portfolio, value $75,307,839.

    13F-HR 0001085146-26-000611 filed by Jupiter Topco LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 125,830 shares
    Change vs previous 13F +30,359 shares

    0.02% of the 13F portfolio, value $50,308,639.

    13F-HR/A 0001085146-26-000420 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,471 shares
    Change vs previous 13F +38,557 shares

    0.02% of the 13F portfolio, value $38,399,881.

    13F-HR 0001085146-26-000226 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 56,914 shares
    Change vs previous 13F +48,216 shares

    0.01% of the 13F portfolio, value $22,080,071.

    13F-HR 0001085146-25-005993 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,698 shares
    Change vs previous 13F -9,450 shares

    <0.01% of the 13F portfolio, value $2,837,766.

    13F-HR 0001085146-25-005104 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,148 shares
    Change vs previous 13F +8,650 shares

    <0.01% of the 13F portfolio, value $5,256,457.

    13F-HR 0001085146-25-003208 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,498 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,911,327.

    13F-HR 0001085146-25-001531 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,498 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,755,180.

    13F-HR 0001085146-24-005765 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).