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Port Capital’s Simpson Manufacturing SSD Stock Holding History

Port Capital’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.6M Sell
394,379
-13,690
-3% -$2.56M 3.37% 10
2026
Q1 		$70M Sell
408,069
-636
-0.2% -$117K 3.11% 13
2025
Q4 		$66M Buy
408,705
+2,495
+0.6% +$422K 2.85% 13
2025
Q3 		$68M Buy
406,210
+3,825
+1% +$685K 2.84% 13
2025
Q2 		$62.5M Buy
402,385
+23,620
+6% +$3.66M 2.66% 14
2025
Q1 		$59.5M Buy
378,765
+2,885
+0.8% +$474K 2.7% 16
2024
Q4 		$62.3M Buy
375,880
+6,625
+2% +$1.21M 2.84% 13
2024
Q3 		$70.6M Buy
369,255
+975
+0.3% +$175K 3.17% 12
2024
Q2 		$62.1M Buy
368,280
+1,150
+0.3% +$201K 3.11% 12
2024
Q1 		$75.3M Buy
367,130
+11,005
+3% +$2.13M 3.78% 9
2023
Q4 		$70.5M Buy
356,125
+1,699
+0.5% +$269K 3.93% 7
2023
Q3 		$53.1M Sell
354,426
-32,100
-8% -$4.88M 3.31% 12
2023
Q2 		$53.5M Buy
386,526
+17,275
+5% +$2.12M 3.22% 13
2023
Q1 		$40.5M Buy
369,251
+19,480
+6% +$2.04M 2.63% 16
2022
Q4 		$31M Buy
349,771
+22,683
+7% +$1.98M 2.24% 22
2022
Q3 		$25.6M Buy
327,088
+24,625
+8% +$2.38M 2.08% 23
2022
Q2 		$30.4M Sell
302,463
-7,185
-2% -$746K 2.38% 18
2022
Q1 		$33.8M Sell
309,648
-16,010
-5% -$1.9M 2.33% 17
2021
Q4 		$45.3M Sell
325,658
-249,208
-43% -$30.1M 2.79% 15
2021
Q3 		$61.5M Buy
574,866
+37,734
+7% +$4.18M 3.1% 10
2021
Q2 		$59.3M Buy
537,132
+23,080
+4% +$2.55M 3.09% 11
2021
Q1 		$53.3M Buy
514,052
+144,781
+39% +$14.5M 3.02% 14
2020
Q4 		$34.5M Buy
369,271
+160,598
+77% +$14.9M 2.35% 17
2020
Q3 		$20.3M Hold
208,673
– – 1.75% 25
2020
Q2 		$17.6M Buy
208,673
+102,479
+97% +$7.56M 1.7% 29
2020
Q1 		$6.58M Buy
106,194
+60,619
+133% +$4.73M 0.92% 30
2019
Q4 		$3.66M Buy
45,575
+2,775
+6% +$216K 0.4% 41
2019
Q3 		$2.97M Buy
42,800
+25,120
+142% +$1.63M 0.34% 44
2019
Q2 		$1.18M Buy
+17,680
New +$1.13M 0.14% 60

Other funds holding SSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Port Capital's SSD Position: Q2 2026 in Review

Port Capital reduced its Simpson Manufacturing (SSD) stake by 3.4% in Q2 2026, selling an estimated $2.56M and leaving 394,379 shares worth $82.6M. The position accounts for 3.37% of the portfolio, ranked #10.

Port Capital first reported a position in SSD in Q2 2019 and has held it in 29 quarters since. 486 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Port Capital held 394,379 shares of Simpson Manufacturing worth $82.6M as of Q2 2026.
  • Port Capital sold 13,690 Simpson Manufacturing shares in Q2 2026, an estimated $2.56M.
  • Simpson Manufacturing made up 3.37% of Port Capital's portfolio in Q2 2026, its #10 holding.
  • Port Capital first reported a position in Simpson Manufacturing in Q2 2019 and has held it in 29 quarters since.
  • 486 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Port Capital's 13F filing for Q2 2026, filed 14 Aug 2026.