Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Fred Martin

Disciplined Growth Investors

Disciplined Growth Investors Portfolio 13F

Fred Martin Holdings Activity

Portfolio value:
$3.09B≈
# of changes:
88
New positions:
88
Reported for:
30 Jun 2013 (Q2)
Latest filing date:
15 Aug 2013
Disciplined Growth Investors has disclosed a total of 88 changes to the portfolio in the (2013 Q2) SEC report(s): bought 88 totally new position(s).

What stocks did Fred Martin buy in 2013 Q2?

During 2013 Q2 Fred Martin has bought 88 securities out of which top 5 purchases (by % change to portfolio) were (TJX) The TJX Companies Inc (new buy), (CAB) CABELA'S INC (new buy), (INTU) Intuit Inc (new buy), (OTEX) Open Text Corp (new buy) and (STX) SEAGATE TECHNOLOGY ULC (new buy).

What did Fred Martin invest in during 2013 Q2?

Fred Martin's top 5 holdings (by % of portfolio) were (TJX) The TJX Companies Inc (4.67%), (CAB) CABELA'S INC (4.07%), (INTU) Intuit Inc (4.04%), (OTEX) Open Text Corp (3.89%) and (STX) SEAGATE TECHNOLOGY ULC (3.78%).
In the 2013 Q2 report(s) the following changes have been made to the top investments: (TJX) The TJX Companies Inc (new buy), (CAB) CABELA'S INC (new buy), (INTU) Intuit Inc (new buy), (OTEX) Open Text Corp (new buy) and (STX) SEAGATE TECHNOLOGY ULC (new buy).
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* 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.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.