- Portfolio
- Activity
Fred Martin Holdings Activity
Disciplined Growth Investors Portfolio 13F
Disciplined Growth Investors has disclosed a total of 69 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 50, bought 6 totally new, decreased the number of shares of 10 and completely sold out 3 position(s).
What stocks is Fred Martin buying now?
In the recent quarter Fred Martin has bought 56 securities out of which top 5 purchases (by % change to portfolio) are (SMCI) SUPER MICRO COMPUTER INC (new buy), (CLB) CORE LABORATORIES INC (added shares +26.74%), (DV) DOUBLEVERIFY HOLDINGS INC (new buy), (MLHR) HERMAN MILLER INC (added shares +157.37%) and (SFIX) STITCH FIX INC-CLASS A (added shares +48.1%).
What does Fred Martin invest in?
Fred Martin's top 5 holdings (by % of portfolio) are (SMCI) SUPER MICRO COMPUTER INC (8.22%), (PLXS) PLEXUS CORP (5.61%), (PSTG) PURE STORAGE INC - CLASS A (5.4%), (GRMN) GARMIN LTD (4.66%) and (ANET) ARISTA NETWORKS INC (4.45%).
In the latest report(s) the following changes have been made to the top investments: (SMCI) SUPER MICRO COMPUTER INC (new buy), (PLXS) PLEXUS CORP (added shares +2.82%), (PSTG) PURE STORAGE INC - CLASS A (added shares +3.22%), (GRMN) GARMIN LTD (added shares +3.6%) and (ANET) ARISTA NETWORKS INC (added shares +1.65%).
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.