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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Port Capital's SSD Position: Q1 2026 in Review

Port Capital reduced its Simpson Manufacturing (SSD) stake by 0.16% in Q1 2026, selling an estimated $117K and leaving 408,069 shares worth $70M. The position accounts for 3.11% of the portfolio, ranked #13.

Port Capital first reported a position in SSD in Q2 2019 and has held it in 28 quarters since. The position peaked at $75.3M in Q1 2024. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • Port Capital held 408,069 shares of Simpson Manufacturing worth $70M as of Q1 2026.
  • Port Capital sold 636 Simpson Manufacturing shares in Q1 2026, an estimated $117K.
  • Simpson Manufacturing made up 3.11% of Port Capital's portfolio in Q1 2026, its #13 holding.
  • Port Capital first reported a position in Simpson Manufacturing in Q2 2019 and has held it in 28 quarters since.
  • Port Capital's Simpson Manufacturing position peaked at $75.3M in Q1 2024.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Port Capital's 13F filing for Q1 2026, filed 15 May 2026.