Fred Martin Holdings Activity

Disciplined Growth Investors Portfolio 13F

Disciplined Growth Investors has disclosed a total of 63 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 6, bought 2 totally new, decreased the number of shares of 53 and completely sold out 2 position(s).

What stocks is Fred Martin buying now?

In the recent quarter Fred Martin has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (DT) DYNATRACE INC (new buy), (MNDY) MONDAYCOM LTD (added shares +453.66%), (GTLB) GITLAB INC-CL A (new buy), (ZETA) ZETA GLOBAL HOLDINGS CORP-A (added shares +11.87%) and (YETI) YETI HOLDINGS INC (added shares +121.44%).

What does Fred Martin invest in?

Fred Martin's top 5 holdings (by % of portfolio) are (GRMN) GARMIN LTD (6.32%), (PLXS) PLEXUS CORP (6.19%), (PSTG) PURE STORAGE INC - CLASS A (5.64%), (CHK) CHESAPEAKE ENERGY CORP (5.33%) and (VSAT) VIASAT INC (5.31%).

In the latest report(s) the following changes have been made to the top investments: (GRMN) GARMIN LTD (reduced shares -4.86%), (PLXS) PLEXUS CORP (reduced shares -6.05%), (PSTG) PURE STORAGE INC - CLASS A (reduced shares -4.71%), (CHK) CHESAPEAKE ENERGY CORP (reduced shares -6.92%) and (VSAT) VIASAT INC (reduced shares -4.47%).

2017 Q4 (85 results)
IWP
buy
+3,605
+0.01%
$120.67
15.38% $139.23
0.00%
MIXT
+557.25%
+694,278
+0.17%
$12.76
-
0.21%
JWN
+60.58%
+539,040
+0.50%
$47.38
-
1.33%
DLTH
+39.59%
+122,434
+0.04%
$17.85
81.40% $3.32
0.15%
MDSO
+14.89%
+107,701
+0.13%
$63.37
-
1.04%
LL
+3.63%
+9,022
+0.01%
$31.39
-
0.16%
PHX1EUR
+3.61%
+12,454
+0.01%
$20.55
-
0.14%
KRNT
+3.25%
+5,732
+0.00%
$16.15
5.70% $15.23
0.06%
NLS
+3.22%
+31,777
+0.01%
$13.35
-
0.27%
IRBT
+3.06%
+11,202
+0.02%
$76.70
-
0.57%
MDXG
+2.93%
+20,311
+0.01%
$12.61
70.34% $3.74
0.18%
TRIP
+2.75%
+13,101
+0.01%
$34.46
65.58% $11.86
0.33%
SPSC
+2.41%
+6,862
+0.00%
$24.29
128.32% $55.47
0.14%
THRM
+1.76%
+32,428
+0.02%
$31.75
14.17% $36.25
1.17%
VSAT
+1.54%
+17,358
+0.03%
$74.85
10.25% $67.18
1.69%
CARA
+1.42%
+12,069
+0.00%
$12.24
-
0.21%
SYNA
+1.40%
+14,010
+0.01%
$39.94
207.41% $122.78
0.80%
INFO
+1.11%
+9,348
+0.01%
$45.15
40.82% $26.72
0.76%
GNTX
+1.03%
+44,383
+0.02%
$20.95
17.57% $24.63
1.79%
RCL
+0.98%
+10,349
+0.02%
$119.28
134.74% $280.00
2.52%
AKAM
+0.83%
+13,472
+0.02%
$65.04
129.58% $149.32
2.11%
LSTR
+0.81%
+7,589
+0.02%
$104.10
109.47% $218.06
1.94%
SMCI
+0.77%
+17,913
+0.01%
$20.93
98.99% $41.64
0.97%
SWN
+0.75%
+51,514
+0.01%
$5.58
-
0.76%
GEOS
+0.74%
+3,605
+0.00%
$12.97
40.63% $7.70
0.13%
MCHP
+0.73%
+3,437
+0.01%
$175.76
49.74% $88.34
1.65%
GRMN
+0.58%
+9,409
+0.01%
$59.57
297.13% $236.57
1.91%
URBN
+0.58%
+5,350
+0.00%
$35.06
103.37% $71.30
0.64%
EW
+0.55%
+35,025
+0.03%
$37.57
128.80% $85.96
4.70%
POWI
+0.47%
+11,350
+0.01%
$36.77
109.44% $77.02
1.76%
PLXS
+0.45%
+13,472
+0.02%
$60.72
349.62% $273.01
3.58%
MANH
+0.44%
+4,046
+0.00%
$49.54
198.02% $147.64
0.91%
9745633D
+0.38%
+6,917
+0.00%
$20.50
-
0.74%
CLB
+0.33%
+1,137
+0.00%
$109.55
88.18% $12.95
0.74%
LB
+0.29%
+5,669
+0.01%
$60.22
16.41% $70.10
2.34%
ECOM
+0.29%
+2,050
+0.00%
$9.00
-
0.13%
RL
+0.27%
+1,068
+0.00%
$103.69
253.50% $366.55
0.83%
OMED
+0.22%
+690
+0.00%
$4.10
-
0.03%
STX
+0.19%
+4,595
+0.00%
$41.84
1K+% $847.47
2.01%
MIDD
+0.13%
+2,066
+0.01%
$134.95
14.81% $154.93
4.34%
FDS
+0.13%
+832
+0.00%
$192.76
32.61% $255.62
2.37%
ADSK
+0.10%
+1,419
+0.00%
$104.83
119.36% $229.96
3.01%
SNBR
-0.00%
-132
-0.00%
$37.59
98.72% $0.48
2.72%
MYGN
-0.02%
-279
-0.00%
$34.34
86.69% $4.57
0.91%
MTLS
-0.03%
-270
-0.00%
$12.71
-
0.23%
3UB
-0.09%
-1,366
-0.00%
$71.02
-
2.25%
ETD
-0.09%
-1,920
-0.00%
$28.60
27.73% $20.67
1.26%
VAR
-0.13%
-1,022
-0.00%
$111.15
-
1.69%
JBLU
-0.14%
-6,834
-0.00%
$22.34
78.29% $4.85
2.14%
TJX
-0.21%
-10,522
-0.01%
$38.23
320.38% $160.71
3.70%
PRLB
-0.24%
-2,298
-0.00%
$103.00
29.48% $72.64
1.93%
VREX
-0.27%
-860
-0.00%
$40.17
74.88% $10.09
0.00%
PRO
-0.32%
-994
-0.00%
$26.45
-
0.16%
EPAY
-0.32%
-694
-0.00%
$34.68
-
0.15%
CAKE
-0.34%
-3,434
-0.00%
$48.18
37.26% $66.13
0.95%
ISRG
-0.45%
-627
-0.01%
$1,094.82
61.45% $422.06
3.02%
POLY
-0.45%
-8,662
-0.01%
$50.38
-
1.89%
STMP
-0.54%
-1,793
-0.01%
$188.00
-
1.22%
GGG
-0.61%
-8,488
-0.01%
$45.22
64.40% $74.34
1.24%
RP
-0.68%
-12,596
-0.01%
$44.30
-
1.61%
PAYX
-0.72%
-4,476
-0.01%
$68.08
47.66% $100.53
0.83%
INTU
-0.74%
-9,404
-0.03%
$157.78
88.08% $296.76
3.94%
ULTI
-0.76%
-472
-0.00%
$218.24
93.73% $13.68
0.27%
DLB
-0.86%
-6,398
-0.01%
$62.00
13.26% $53.78
0.90%
OTEX
-0.92%
-52,599
-0.04%
$35.67
35.18% $23.12
4.00%
DESTQ
-0.96%
-5,980
-0.00%
$2.97
-
0.04%
CRRTQ
-0.97%
-2,372
-0.00%
$10.18
-
0.05%
AMBR
-1.02%
-3,529
-0.00%
$7.34
80.11% $1.46
0.05%
VDSI
-1.04%
-3,748
-0.00%
$13.90
-
0.10%
ZUMZ
-1.07%
-2,642
-0.00%
$20.82
16.49% $17.39
0.10%
CGNX
-1.12%
-9,491
-0.01%
$61.16
0.56% $60.82
1.01%
CPLA
-1.15%
-1,609
-0.00%
$77.40
-
0.21%
CEVA
-1.18%
-7,178
-0.01%
$46.15
5.57% $43.58
0.54%
SRDX
-1.22%
-2,201
-0.00%
$28.00
-
0.10%
SSYS
-1.25%
-1,871
-0.00%
$19.96
55.66% $8.85
0.06%
CSGP
-1.34%
-5,400
-0.00%
$29.70
14.13% $33.89
0.23%
TREX
-1.41%
-21,112
-0.01%
$27.10
46.32% $39.65
0.79%
KTEC
-1.54%
-3,433
-0.00%
$18.43
27.46% $13.37
0.00%
SCOR
-1.57%
-2,995
-0.00%
$28.50
72.11% $7.95
0.11%
NUVA
-1.98%
-1,306
-0.00%
$58.48
-
0.07%
UAA
-4.95%
-119,943
-0.03%
$14.43
61.47% $5.56
0.66%
ALGN
-8.79%
-95,751
-0.42%
$222.19
24.51% $167.74
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%
-1,322,115
-1.10%
$42.15
-
0.00%
85 of 4,226

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.