Fred Martin
Disciplined Growth Investors
Disciplined Growth Investors Portfolio 13F
Fred Martin Holdings Activity
- Portfolio value:
- $3.84B≈ (+$411M≈)
- Previous value:
- $3.43B≈
- # of changes:
- 87
- New positions:
- 1
- Reported for:
- 31 Dec 2013 (Q4)
- Latest filing date:
- 12 Feb 2014
Disciplined Growth Investors has disclosed a total of 87 changes to the portfolio in the (2013 Q4) SEC report(s): increased the number of shares of 46, bought 1 totally new, decreased the number of shares of 39 and completely sold out 1 position(s).
What stocks did Fred Martin buy in 2013 Q4?
During 2013 Q4 Fred Martin has bought 47 securities out of which top 5 purchases (by % change to portfolio) were (TJX) The TJX Companies Inc (added shares +0.66%), (OTEX) Open Text Corp (added shares +1.06%), (INTU) Intuit Inc (added shares +0.93%), (MIDD) Middleby Corp (added shares +1.72%) and (STX) SEAGATE TECHNOLOGY ULC (added shares +0.74%).
In the 2013 Q4 report(s) the following changes have been made to the top investments: (TJX) The TJX Companies Inc (added shares +0.66%), (OTEX) Open Text Corp (added shares +1.06%), (INTU) Intuit Inc (added shares +0.93%), (MIDD) Middleby Corp (added shares +1.72%) and (STX) SEAGATE TECHNOLOGY ULC (added shares +0.74%).
87 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
iShares Russell Mid-Cap Growth ETF
|
new
|
$84.38
|
+69.17%($142.75)
|
0.04%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
Medidata Solutions Inc
|
+42.61%
|
$60.50
|
|
0.54%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
ULTRA PETROLEUM CORP
|
+8.07%
|
$21.65
|
|
0.68%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Brady Corp
|
+6.50%
|
$30.93
|
+216.78%($97.98)
|
0.55%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Akamai Technologies Inc
|
+6.01%
|
$47.18
|
+162.67%($123.93)
|
2.06%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Edwards Lifesciences Corp
|
+5.62%
|
$10.96
|
+708.67%($88.63)
|
2.37%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Varian Medical Systems Inc
|
+5.31%
|
$77.69
|
|
1.63%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
NOBLE CORP ORD SHS (CHE)
|
+5.29%
|
$37.47
|
|
1.30%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Intuitive Surgical Inc
|
+5.13%
|
$384.08
|
-2.45%($374.68)
|
1.64%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Plantronics Inc
|
+4.82%
|
$46.45
|
|
2.15%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
* 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.
* 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.