- Portfolio
- Activity
Fred Martin Holdings Activity
Disciplined Growth Investors Portfolio 13F
Disciplined Growth Investors has disclosed a total of 64 changes to the portfolio in the latest (2023 Q2) SEC report(s): increased the number of shares of 24, decreased the number of shares of 37 and completely sold out 3 position(s).
What stocks is Fred Martin buying now?
In the recent quarter Fred Martin has bought 24 securities out of which top 5 purchases (by % change to portfolio) are (FND) FLOOR & DECOR HOLDINGS INC-A (added shares +46.79%), (VSAT) VIASAT INC (added shares +0.69%), (KRNT) KORNIT DIGITAL LTD (added shares +7.87%), (VZIO) VIZIO HOLDING CORP-A (added shares +4.46%) and (CEVA) CEVA INC (added shares +4.62%).
What does Fred Martin invest in?
Fred Martin's top 5 holdings (by % of portfolio) are (SMCI) SUPER MICRO COMPUTER INC (16.63%), (PSTG) PURE STORAGE INC - CLASS A (4.81%), (PLXS) PLEXUS CORP (4.58%), (POWI) POWER INTEGRATIONS INC (4.49%) and (SWN) SOUTHWESTERN ENERGY CO (3.95%).
In the latest report(s) the following changes have been made to the top investments: (SMCI) SUPER MICRO COMPUTER INC (reduced shares -25.5%), (PSTG) PURE STORAGE INC - CLASS A (reduced shares -1.17%), (PLXS) PLEXUS CORP (reduced shares -1.02%), (POWI) POWER INTEGRATIONS INC (reduced shares -3.3%) and (SWN) SOUTHWESTERN ENERGY CO (added shares +0.18%).
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.