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Fred Martin

Disciplined Growth Investors

Fred Martin Simpson Manufacturing Company Inc stake

total: 241

Disciplined Growth Investors SSD trades

Total transactions:
6
New positions:
1
Added:
1
Reduced:
4
Held since:
2025 Q1
Held for:
6 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Fred Martin holds 240,664 Simpson Manufacturing Company Inc (SSD) shares with a market value of roughly $50.38M accounting for 0.85% of the overall portfolio. To date, the estimated cost basis is nearly $157.15 for "buy" trades and estimated average "sell" price is $170.72. Disciplined Growth Investors first purchased SSD in 2025 Q1, initially acquiring 266,935 shares. Since the initial investment in Simpson Manufacturing Company Inc (SSD), Disciplined Growth Investors has made 5 more transactions.

How many SSD shares does Fred Martin currently hold?

According to 2026 Q2 report, Fred Martin holds 240,664 shares of Simpson Manufacturing Company Inc (SSD), valued at around $50.38M.

When did Fred Martin buy Simpson Manufacturing Company Inc (SSD)?

Fred Martin first invested in Simpson Manufacturing Company Inc (SSD) in 2025 Q1 at the reported quarter-end price of $157.08 per share.

What's the cost basis of Disciplined Growth Investors's SSD stake?

The estimated cost basis for Simpson Manufacturing Company Inc (SSD) stake is around $157.15 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$157.15
Weighted AVG sell price:
$170.72

Fred Martin's historical trades in Simpson Manufacturing Company Inc

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.85%
240,664
$209.35
$50,383,113
-0.37% (-901)
-0%
2026 Q1
0.85%
241,565
$171.62
$41,457,385
-7.17% (-18,665)
-0.06%
2025 Q4
0.80%
260,230
$161.47
$42,019,338
+1.64% (+4,193)
+0.01%
2025 Q3
0.78%
256,037
$167.46
$42,875,956
-3.60% (-9,567)
-0.03%
2025 Q2
0.79%
265,604
$155.31
$41,250,957
-0.50% (-1,331)
-0%
2025 Q1
0.87%
266,935
$157.08
$41,930,150
new
+0.87%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.