Fred Martin Holdings Activity

Disciplined Growth Investors Portfolio 13F

Disciplined Growth Investors has disclosed a total of 66 changes to the portfolio in the latest (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 is Fred Martin buying now?

In the recent quarter Fred Martin has bought 33 securities out of which top 5 purchases (by % change to portfolio) are (SSD) SIMPSON MANUFACTURING CO INC (new buy), (TREX) TREX COMPANY INC (added shares +188.57%), (COG) CABOT OIL & GAS CORP (added shares +23.76%), (MCHP) MICROCHIP TECHNOLOGY INC (added shares +41.62%) and (SMCI) SUPER MICRO COMPUTER INC (added shares +12.97%).

What does Fred Martin invest in?

Fred Martin's top 5 holdings (by % of portfolio) are (GRMN) GARMIN LTD (6.36%), (CHK) CHESAPEAKE ENERGY CORP (6.17%), (SMCI) SUPER MICRO COMPUTER INC (5.92%), (PSTG) PURE STORAGE INC - CLASS A (5.03%) and (IDCC) INTERDIGITAL INC (4.64%).

In the latest report(s) the following changes have been made to the top investments: (GRMN) GARMIN LTD (reduced shares -0.41%), (CHK) CHESAPEAKE ENERGY CORP (reduced shares -2.1%), (SMCI) SUPER MICRO COMPUTER INC (added shares +12.97%), (PSTG) PURE STORAGE INC - CLASS A (reduced shares -2.56%) and (IDCC) INTERDIGITAL INC (reduced shares -2.75%).

2017 Q4 (85 results)
IWP
buy
+2,884
+0.01%
$120.67
14.93% $138.68
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
47.95% $24.66
1.33%
DLTH
+39.59%
+122,434
+0.04%
$17.85
88.24% $2.10
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%
+8,655
+0.01%
$20.55
-
0.14%
KRNT
+3.25%
+5,732
+0.00%
$16.15
23.28% $19.91
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
95.92% $3.13
0.57%
MDXG
+2.93%
+20,311
+0.01%
$12.61
51.55% $6.11
0.18%
TRIP
+2.75%
+13,101
+0.01%
$34.46
62.13% $13.05
0.33%
SPSC
+2.41%
+6,862
+0.00%
$24.29
460.17% $136.09
0.14%
THRM
+1.76%
+32,428
+0.02%
$31.75
10.90% $28.29
1.17%
VSAT
+1.54%
+17,358
+0.03%
$74.85
80.49% $14.60
1.69%
CARA
+1.42%
+12,069
+0.00%
$12.24
56.53% $5.32
0.21%
SYNA
+1.40%
+8,476
+0.01%
$39.94
62.29% $64.82
0.80%
INFO
+1.11%
+9,348
+0.01%
$45.15
51.56% $21.87
0.76%
GNTX
+1.03%
+44,383
+0.02%
$20.95
4.96% $21.99
1.79%
RCL
+0.98%
+6,726
+0.02%
$119.28
162.53% $313.14
2.52%
AKAM
+0.83%
+13,000
+0.02%
$65.04
22.63% $79.76
2.11%
LSTR
+0.81%
+5,843
+0.02%
$104.10
33.54% $139.02
1.94%
SMCI
+0.77%
+17,913
+0.01%
$20.93
134.22% $49.01
0.97%
SWN
+0.75%
+32,711
+0.01%
$5.58
27.42% $7.11
0.76%
GEOS
+0.74%
+2,992
+0.00%
$12.97
9.94% $14.26
0.13%
MCHP
+0.73%
+3,437
+0.01%
$175.76
59.96% $70.37
1.65%
URBN
+0.58%
+2,996
+0.00%
$35.06
106.90% $72.54
0.64%
GRMN
+0.58%
+7,950
+0.01%
$59.57
250.38% $208.72
1.91%
EW
+0.55%
+35,025
+0.03%
$37.57
108.17% $78.21
4.70%
POWI
+0.47%
+11,350
+0.01%
$36.77
52.01% $55.90
1.76%
PLXS
+0.45%
+9,160
+0.02%
$60.72
122.84% $135.31
3.58%
MANH
+0.44%
+4,046
+0.00%
$49.54
298.61% $197.47
0.91%
9745633D
+0.38%
+6,917
+0.00%
$20.50
-
0.74%
CLB
+0.33%
+1,011
+0.00%
$109.55
89.48% $11.52
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
12.22% $67.58
2.34%
RL
+0.27%
+1,068
+0.00%
$103.69
164.52% $274.28
0.83%
OMED
+0.22%
+690
+0.00%
$4.10
-
0.03%
STX
+0.19%
+4,595
+0.00%
$41.84
244.96% $144.33
2.01%
MIDD
+0.13%
+1,528
+0.01%
$134.95
6.71% $144.00
4.34%
FDS
+0.13%
+832
+0.00%
$192.76
132.04% $447.28
2.37%
ADSK
+0.10%
+1,419
+0.00%
$104.83
195.31% $309.57
3.01%
SNBR
-0.00%
-132
-0.00%
$37.59
82.02% $6.76
2.72%
MYGN
-0.02%
-202
-0.00%
$34.34
84.54% $5.31
0.91%
MTLS
-0.03%
-203
-0.00%
$12.71
55.55% $5.65
0.23%
3UB
-0.09%
-1,366
-0.00%
$71.02
-
2.25%
ETD
-0.09%
-1,920
-0.00%
$28.60
2.62% $27.85
1.26%
VAR
-0.13%
-1,022
-0.00%
$111.15
-
1.69%
JBLU
-0.14%
-6,834
-0.00%
$22.34
81.07% $4.23
2.14%
TJX
-0.21%
-10,522
-0.01%
$38.23
223.02% $123.49
3.70%
PRLB
-0.24%
-1,528
-0.00%
$103.00
61.13% $40.04
1.93%
VREX
-0.27%
-860
-0.00%
$40.17
78.42% $8.67
0.00%
PRO
-0.32%
-994
-0.00%
$26.45
40.80% $15.66
0.16%
EPAY
-0.32%
-694
-0.00%
$34.68
64.33% $56.99
0.15%
CAKE
-0.34%
-3,434
-0.00%
$48.18
30.05% $62.66
0.95%
POLY
-0.45%
-8,662
-0.01%
$50.38
20.96% $39.82
1.89%
ISRG
-0.45%
-627
-0.01%
$1,094.82
50.37% $543.41
3.02%
STMP
-0.54%
-1,793
-0.01%
$188.00
-
1.22%
GGG
-0.61%
-8,488
-0.01%
$45.22
90.12% $85.97
1.24%
RP
-0.68%
-12,596
-0.01%
$44.30
-
1.61%
PAYX
-0.72%
-4,476
-0.01%
$68.08
113.66% $145.46
0.83%
INTU
-0.74%
-7,664
-0.03%
$157.78
399.19% $787.63
3.94%
ULTI
-0.76%
-271
-0.00%
$218.24
-
0.27%
DLB
-0.86%
-5,598
-0.01%
$62.00
19.77% $74.26
0.90%
OTEX
-0.92%
-52,599
-0.04%
$35.67
18.14% $29.20
4.00%
DESTQ
-0.96%
-5,980
-0.00%
$2.97
100.00% $0.00
0.04%
CRRTQ
-0.97%
-2,372
-0.00%
$10.18
-
0.05%
AMBR
-1.02%
-3,352
-0.00%
$7.34
50.27% $11.03
0.05%
VDSI
-1.04%
-2,042
-0.00%
$13.90
-
0.10%
ZUMZ
-1.07%
-2,642
-0.00%
$20.82
36.32% $13.26
0.10%
CGNX
-1.12%
-9,491
-0.01%
$61.16
48.14% $31.72
1.01%
CPLA
-1.15%
-1,504
-0.00%
$77.40
34.36% $104.00
0.21%
CEVA
-1.18%
-6,603
-0.01%
$46.15
52.37% $21.98
0.54%
SRDX
-1.22%
-2,201
-0.00%
$28.00
6.11% $29.71
0.10%
SSYS
-1.25%
-1,160
-0.00%
$19.96
42.54% $11.47
0.06%
CSGP
-1.34%
-5,400
-0.00%
$29.70
170.75% $80.40
0.23%
TREX
-1.41%
-12,456
-0.01%
$27.10
100.68% $54.38
0.79%
KTEC
-1.54%
-2,694
-0.00%
$18.43
12.75% $16.08
0.00%
SCOR
-1.57%
-2,995
-0.00%
$28.50
83.09% $4.82
0.11%
NUVA
-1.98%
-927
-0.00%
$58.48
32.03% $39.75
0.07%
UAA
-4.95%
-119,943
-0.03%
$14.43
52.67% $6.83
0.66%
ALGN
-8.79%
-95,751
-0.42%
$222.19
14.79% $189.33
4.35%
AABA
-47.40%
-742,148
-1.02%
$69.85
-
1.13%
UPLCQ
-89.04%
-8,734,646
-15.46%
$89.83
-
1.90%
GIMO
-100.00%
-1,011,417
-1.10%
$42.15
8.66% $38.50
0.00%
85 of 3,964

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.