Fred Martin's Disciplined Growth Investors sold its entire Stoneridge Inc (SRI) position in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The prior filing listed 197K shares worth about $951.9K, 0.02% of the portfolio; the 2026 Q2 filing lists none. SRI had been in the portfolio for about 6 years, since the quarter ended March 31, 2020.
What did the 2026 Q2 filing report for SRI?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 197K | 0 |
| Reported value | $951.9K | $0 |
| Portfolio weight | 0.02% | 0% |
| Held since | 2020 Q1 | sold out in 2026 Q2 |
| Quarters held | 25 |
What did Fred Martin sell?
Fred Martin sold 197K shares of SRI between the quarter ended March 31, 2026 and June 30, 2026. The SRI exit was the 44th largest of the quarter's 63 position changes by percent change to portfolio.
Where does SRI sit in the Fred Martin portfolio?
Before the sale, SRI carried 0.02% of the Fred Martin portfolio, below 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.
How long has Fred Martin held SRI?
Fred Martin held SRI for about 6 years, from the quarter ended March 31, 2020 to March 31, 2026. The weight peaked at 0.22% in 2021 Q2. Last quarter the fund had trimmed the position by 3%. Every reported trade is on the Fred Martin SRI trade history page.
FAQ
How many SRI shares did Fred Martin sell?
Fred Martin sold all 197K shares of SRI it reported a quarter earlier, worth about $951.9K.
When did Fred Martin first buy SRI?
Fred Martin first reported SRI in the quarter ended March 31, 2020.
How much of the Fred Martin portfolio was SRI?
SRI was 0.02% of the Fred Martin portfolio at the prior quarter-end, and 0% after the sale.