Fred Martin Holdings Activity

Disciplined Growth Investors Portfolio 13F

Disciplined Growth Investors has disclosed a total of 68 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 25, bought 2 totally new, decreased the number of shares of 35 and completely sold out 6 position(s).

What stocks is Fred Martin buying now?

In the recent quarter Fred Martin has bought 27 securities out of which top 5 purchases (by % change to portfolio) are (CHK) CHESAPEAKE ENERGY CORP (new buy), (ANET) ARISTA NETWORKS INC (new buy), (SMCI) SUPER MICRO COMPUTER INC (added shares +608.29%), (SFIX) STITCH FIX INC-CLASS A (added shares +20.2%) and (AKAM) AKAMAI TECHNOLOGIES INC (added shares +7.35%).

What does Fred Martin invest in?

Fred Martin's top 5 holdings (by % of portfolio) are (PSTG) PURE STORAGE INC - CLASS A (6.58%), (GRMN) GARMIN LTD (5.57%), (CHK) CHESAPEAKE ENERGY CORP (5.18%), (ANET) ARISTA NETWORKS INC (5.06%) and (PLXS) PLEXUS CORP (4.99%).

In the latest report(s) the following changes have been made to the top investments: (PSTG) PURE STORAGE INC - CLASS A (reduced shares -0.96%), (GRMN) GARMIN LTD (added shares +1.36%), (CHK) CHESAPEAKE ENERGY CORP (new buy), (ANET) ARISTA NETWORKS INC (new buy) and (PLXS) PLEXUS CORP (reduced shares -22.66%).

2017 Q4 (42 results)
IWP
buy
+3,605
+0.01%
$120.67
10.77% $133.66
0.00%
MIXT
+557.25%
+694,278
+0.17%
$12.76
14.03% $14.55
0.21%
JWN
+60.58%
+539,040
+0.50%
$47.38
48.14% $24.57
1.33%
DLTH
+39.59%
+122,434
+0.04%
$17.85
89.80% $1.82
0.15%
MDSO
+14.89%
+107,701
+0.13%
$63.37
-
1.04%
LL
+3.63%
+9,022
+0.01%
$31.39
97.32% $0.84
0.16%
PHX1EUR
+3.61%
+12,454
+0.01%
$20.55
-
0.14%
KRNT
+3.25%
+5,732
+0.00%
$16.15
19.19% $19.25
0.06%
NLS
+3.22%
+31,777
+0.01%
$13.35
93.86% $0.82
0.27%
IRBT
+3.06%
+11,202
+0.02%
$76.70
96.36% $2.79
0.57%
MDXG
+2.93%
+20,311
+0.01%
$12.61
43.14% $7.17
0.18%
TRIP
+2.75%
+13,101
+0.01%
$34.46
54.53% $15.67
0.33%
SPSC
+2.41%
+6,862
+0.00%
$24.29
528.41% $152.67
0.14%
THRM
+1.76%
+32,428
+0.02%
$31.75
10.80% $28.32
1.17%
VSAT
+1.54%
+17,358
+0.03%
$74.85
86.09% $10.41
1.69%
CARA
+1.42%
+12,069
+0.00%
$12.24
56.53% $5.32
0.21%
SYNA
+1.40%
+14,010
+0.01%
$39.94
65.00% $65.90
0.80%
INFO
+1.11%
+9,348
+0.01%
$45.15
54.20% $20.68
0.76%
GNTX
+1.03%
+44,383
+0.02%
$20.95
10.50% $23.15
1.79%
RCL
+0.98%
+10,349
+0.02%
$119.28
107.73% $247.78
2.52%
AKAM
+0.83%
+13,472
+0.02%
$65.04
21.37% $78.94
2.11%
LSTR
+0.81%
+7,589
+0.02%
$104.10
34.69% $140.21
1.94%
SMCI
+0.77%
+17,913
+0.01%
$20.93
85.85% $38.89
0.97%
SWN
+0.75%
+51,514
+0.01%
$5.58
27.42% $7.11
0.76%
GEOS
+0.74%
+3,605
+0.00%
$12.97
52.43% $6.17
0.13%
MCHP
+0.73%
+3,437
+0.01%
$175.76
64.55% $62.30
1.65%
GRMN
+0.58%
+9,409
+0.01%
$59.57
236.48% $200.44
1.91%
URBN
+0.58%
+5,350
+0.00%
$35.06
69.23% $59.33
0.64%
EW
+0.55%
+35,025
+0.03%
$37.57
100.96% $75.50
4.70%
POWI
+0.47%
+11,350
+0.01%
$36.77
50.51% $55.35
1.76%
PLXS
+0.45%
+13,472
+0.02%
$60.72
119.61% $133.35
3.58%
MANH
+0.44%
+4,046
+0.00%
$49.54
294.71% $195.54
0.91%
9745633D
+0.38%
+6,917
+0.00%
$20.50
-
0.74%
CLB
+0.33%
+1,137
+0.00%
$109.55
88.63% $12.46
0.74%
ECOM
+0.29%
+2,050
+0.00%
$9.00
156.57% $23.09
0.13%
LB
+0.29%
+5,669
+0.01%
$60.22
31.10% $78.95
2.34%
RL
+0.27%
+1,068
+0.00%
$103.69
160.19% $269.79
0.83%
OMED
+0.22%
+690
+0.00%
$4.10
-
0.03%
STX
+0.19%
+4,595
+0.00%
$41.84
152.08% $105.47
2.01%
FDS
+0.13%
+832
+0.00%
$192.76
134.19% $451.43
2.37%
MIDD
+0.13%
+2,066
+0.01%
$134.95
11.09% $149.91
4.34%
ADSK
+0.10%
+1,419
+0.00%
$104.83
183.33% $297.01
3.01%
42 of 1,586

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.