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13F Insights
2026 Q2
Fred Martin's Disciplined Growth Investors...

Fred Martin's Disciplined Growth Investors exited its entire CTRA position, 4.6% of the portfolio, held for ~7 years.

Sold out of a position that was 6,395,098 shares worth $224.72M as of the previous filing.
Published August 14, 2026 · Based on SEC filings

High impact

Position exited

2026 Q2

Coterra Energy Inc (CTRA) is gone from Fred Martin's Disciplined Growth Investors portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. A quarter earlier the position was 6.4M shares worth about $224.7M, or 4.6% of the reported book. CTRA had been in the portfolio for about 7 years, since the quarter ended September 30, 2019.

What did the 2026 Q2 filing report for CTRA?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

	Before	After
Shares	6.4M	0
Reported value	$224.7M	$0
Portfolio weight	4.6%	0%
Held since	2019 Q3	sold out in 2026 Q2
Quarters held	27

What did Fred Martin sell?

Fred Martin sold 6.4M shares of CTRA between the quarter ended March 31, 2026 and June 30, 2026. The CTRA exit was the largest of the quarter's 63 position changes by percent change to portfolio.

Where does CTRA sit in the Fred Martin portfolio?

Before the sale, CTRA carried 4.6% of the Fred Martin portfolio, above the fund's average stock position of 2%. The largest stock position is PLXS at 7.34%. Next come VSAT at 7.21% and P at 6.2%. The three largest stocks together are 20.74% of the book. Across the 2026 Q2 portfolio, Fred Martin reported 58 stock positions, with 3 opened and 6 closed. The total portfolio value is about $5.9B, up 21% from the prior quarter.

Fred Martin buys and sells in the 2026 Q2 filing, the quarter's biggest moves by share count. Every move is on the buys and sells page.

How long has Fred Martin held CTRA?

Fred Martin held CTRA for about 7 years, from the quarter ended September 30, 2019 to March 31, 2026. The weight peaked at 4.6% in 2026 Q1. Last quarter the fund had trimmed the position by 6%. Every reported trade is on the Fred Martin CTRA trade history page.

Fred Martin shares of CTRA held by quarter, with every reported trade. The full history is on the trade history page.

FAQ

How many CTRA shares did Fred Martin sell?

Fred Martin sold all 6.4M shares of CTRA it reported a quarter earlier, worth about $224.7M.

When did Fred Martin first buy CTRA?

Fred Martin first reported CTRA in the quarter ended September 30, 2019.

How much of the Fred Martin portfolio was CTRA?

CTRA was 4.6% of the Fred Martin portfolio at the prior quarter-end, and 0% after the sale.

Source: based on original SEC filings

Disciplined Growth Investors, 13F-HR filed August 14, 2026

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.

Stocks mentioned

CTRA