Fred Martin's Portfolio

Disciplined Growth Investors 13F holdings

What is Fred Martin's portfolio?

Disciplined Growth Investors has disclosed a total of 91 security holdings in their (2015 Q2) SEC 13F filing(s) with portfolio value of $4,140,145,000.

What stocks does Fred Martin own?

In Fred Martin's portfolio as of 30 Jun 2015, the top 5 holdings are (MIDD) MIDDLEBY CORP (4.76%), (INTU) INTUIT INC (4.31%), (EW) EDWARDS LIFESCIENCES CORP (4.22%), (TJX) TJX COMPANIES INC (4.20%) and (LB) L BRANDS INC (3.45%).

To see the historical data of Disciplined Growth Investors's portfolio holdings please click on the "2015 Q2" dropdown menu and select the date.

To see Disciplined Growth Investors's original 13F reports (2015 Q2), please click on the "important" button.

Portfolio value: $4,140M+
Period: 2015 Q2
Number of stock: 91
Update: 17 Aug 2015
TRMB
0.93%
1,622,173
$23.46
208.48% $72.37
$38,056,460
+0.42% (+6,771)
+0.00%
TUMI
0.83%
1,677,086
$20.52
-
$34,414,000
+0.41% (+6,850)
+0.00%
3UB
0.97%
1,253,900
$31.91
-
$40,018,000
buy
+0.97%
ULTI
0.25%
60,672
$164.34
-
$9,970,630
-0.04% (-24)
-0.00%
UPLMQ
0.76%
2,513,454
$12.52
-
$31,468,000
+0.75% (+18,638)
+0.01%
URBN
0.78%
923,650
$35.00
14.68% $40.14
$32,328,000
+0.73% (+6,650)
+0.01%
VAR
1.61%
756,189
$84.33
-
$63,769,170
+0.56% (+4,225)
+0.01%
VDSI
0.26%
354,381
$30.19
-
$10,699,000
-0.23% (-825)
-0.00%
VSAT
0.86%
592,330
$60.26
85.58% $8.69
$35,694,000
+0.59% (+3,500)
+0.01%
YHOO
2.30%
2,278,665
$39.29
-
$89,528,420
+0.85% (+19,105)
+0.02%
ZUMZ
0.09%
143,125
$26.63
15.20% $22.58
$3,811,000
buy
+0.09%
11 of 91

Completely sold out

ARUN
2,266,200
-1.34%
DRQ
3,154
-0.01%
MSFT
4,226
-0.01%
NSRGF
2,403
-0.00%
CEB
852,936
-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.