Fred Martin
Disciplined Growth Investors
Disciplined Growth Investors Portfolio 13F
Fred Martin Holdings Activity
- Portfolio value:
- $4.83B≈ (-$427M≈)
- Previous value:
- $5.26B≈
- # of changes:
- 66
- New positions:
- 2
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 15 May 2025
Disciplined Growth Investors has disclosed a total of 66 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 31, bought 2 totally new, decreased the number of shares of 30 and completely sold out 3 position(s).
What stocks did Fred Martin buy in 2025 Q1?
During 2025 Q1 Fred Martin has bought 33 securities out of which top 5 purchases (by % change to portfolio) were (SMCI) Super Micro Computer Inc (added shares +12.97%), (CTRA) Coterra Energy Inc (added shares +23.76%), (ALRM) Alarm.com Holdings Inc (added shares +15.22%), (AKAM) Akamai Technologies Inc (added shares +14.93%) and (CGNX) Cognex Corp (added shares +24.20%).
In the 2025 Q1 report(s) the following changes have been made to the top investments: (GRMN) GARMIN LTD (reduced shares -0.41%), (EXE) Expand Energy Corp (reduced shares -2.10%), (SMCI) Super Micro Computer Inc (added shares +12.97%), (P) Everpure, Inc (reduced shares -2.56%) and (IDCC) InterDigital Inc (reduced shares -2.75%).
66 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Celsius Holdings Inc
|
new
|
+721,264
|
721,264
|
+0.53%
|
$35.62
|
-18.33%($29.09)
|
0.53%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Simpson Manufacturing Company Inc
|
new
|
+266,935
|
266,935
|
+0.87%
|
$157.08
|
+19.69%($188.00)
|
0.87%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Trex Company Inc
|
+188.57%
|
+715,126
|
1,094,363
|
+0.86%
|
$58.10
|
-24.73%($43.73)
|
1.32%
|
2013 Q2 or earlier
|
≈ 12.00+ years
|
|
|
|
PROS Holdings Inc
|
+117.87%
|
+581,106
|
1,074,105
|
+0.23%
|
$19.03
|
|
0.42%
|
2015 Q2
|
≈ 10.00 years
|
|
|
|
Verint Systems Inc
|
+106.72%
|
+206,700
|
400,386
|
+0.08%
|
$17.85
|
|
0.15%
|
2024 Q3
|
≈ 0.75 years
|
|
|
|
Myriad Genetics Inc
|
+85.16%
|
+2,177,113
|
4,733,692
|
+0.4%
|
$8.87
|
-67.02%($2.92)
|
0.87%
|
2013 Q2 or earlier
|
≈ 12.00+ years
|
|
|
|
DoubleVerify Holdings Inc
|
+72.13%
|
+858,757
|
2,049,356
|
+0.24%
|
$13.37
|
-16.49%($11.16)
|
0.57%
|
2024 Q3
|
≈ 0.75 years
|
|
|
|
Ziprecruiter Inc
|
+60.54%
|
+611,522
|
1,621,606
|
+0.07%
|
$5.89
|
-35.06%($3.82)
|
0.20%
|
2024 Q1
|
≈ 1.25 years
|
|
|
|
Generac Holdings Inc
|
+56.73%
|
+232,970
|
643,667
|
+0.61%
|
$126.65
|
+55.40%($196.82)
|
1.69%
|
2022 Q3
|
≈ 2.75 years
|
|
|
|
MillerKnoll Inc
|
+55.91%
|
+205,047
|
571,822
|
+0.08%
|
$19.14
|
+16.72%($22.34)
|
0.23%
|
2020 Q4
|
≈ 4.50 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.