Fred Martin Holdings Activity
Disciplined Growth Investors Portfolio 13F
Disciplined Growth Investors has disclosed a total of 69 changes to the portfolio in the latest (2022 Q4) SEC report(s): increased the number of shares of 36, decreased the number of shares of 30 and completely sold out 3 position(s).
What stocks is Fred Martin buying now?
In the recent quarter Fred Martin has bought 36 securities out of which top 5 purchases (by % change to portfolio) are (GNRC) GENERAC HOLDINGS INC (added shares +142.9%), (PRO) PROS HOLDINGS INC (added shares +237.36%), (PRLB) PROTO LABS INC (added shares +9.51%), (IPGP) IPG PHOTONICS CORP (added shares +23.05%) and (SFIX) STITCH FIX INC-CLASS A (added shares +41.15%).
What does Fred Martin invest in?
Fred Martin's top 5 holdings (by % of portfolio) are (SMCI) SUPER MICRO COMPUTER INC (9.49%), (PLXS) PLEXUS CORP (6.1%), (SWN) SOUTHWESTERN ENERGY CO (4.65%), (POWI) POWER INTEGRATIONS INC (4.41%) and (MCHP) MICROCHIP TECHNOLOGY INC (3.72%).
In the latest report(s) the following changes have been made to the top investments: (SMCI) SUPER MICRO COMPUTER INC (reduced shares -0.83%), (PLXS) PLEXUS CORP (added shares +0.98%), (SWN) SOUTHWESTERN ENERGY CO (added shares +0.05%), (POWI) POWER INTEGRATIONS INC (reduced shares -0.07%) and (MCHP) MICROCHIP TECHNOLOGY INC (reduced shares -0.47%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.