Robert B. Daugherty Foundation
•CIK: 1515721•Filing: Q4 2025
**Robert B. Daugherty Foundation** manages $101M with a highly concentrated portfolio approach. The fund's current holdings are dominated by a single position in VMI, representing $100.6M of its total assets. This structure indicates a significant, concentrated conviction in the selected issuer. Investors should note the extreme single-stock concentration within the current mandate.
Total AUM
$100.6M
QoQ Performance
N/A
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VMI
VMI100.0%
📈 Biggest Buys
VMI
VALMONT INDS INC
NEW
100.0% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%