TwinBeech Capital’s Simpson Manufacturing SSD Stock Holding History

TwinBeech 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
2025 Q4	–	Sell	-25,128	Closed	-$4.21M	–	838
2025 Q3	$4.21M	Buy	+25,128	New	+$4.5M	0.17%	160
2025 Q2	–	Sell	-31,541	Closed	-$4.95M	–	960
2025 Q1	$4.95M	Buy	+31,541	New	+$5.18M	0.09%	249
2024 Q2	–	Sell	-11,655	Closed	-$2.39M	–	771
2024 Q1	$2.39M	Buy	+11,655	New	+$2.26M	0.05%	316
2023 Q4	–	Sell	-14,037	Closed	-$2.1M	–	892
2023 Q3	$2.1M	Buy	+14,037	New	+$2.13M	0.04%	404
2022 Q4	–	Sell	-32,210	Closed	-$2.52M	–	927
2022 Q3	$2.52M	Buy	+32,210	New	+$3.12M	0.07%	300
2021 Q2	–	Sell	-2,135	Closed	-$221K	–	640
2021 Q1	$221K	Sell	2,135 -4,701	-69%	-$471K	0.03%	417
2020 Q4	$639K	Buy	+6,836	New	+$635K	0.1%	244

Other funds holding SSD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

TwinBeech Capital's SSD Position: Q4 2025 in Review

TwinBeech Capital sold out of Simpson Manufacturing (SSD) in Q4 2025, closing a stake of 25,128 shares — an estimated $4.21M sold.

TwinBeech Capital first reported a position in SSD in Q4 2020 and held it in 7 quarters. The position peaked at $4.95M in Q1 2025. 437 funds tracked by Wall St. Rank hold SSD as of Q4 2025.

TwinBeech Capital reported no remaining Simpson Manufacturing position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 25,128 Simpson Manufacturing shares in Q4 2025, an estimated $4.21M.
TwinBeech Capital first reported a position in Simpson Manufacturing in Q4 2020 and held it in 7 quarters.
TwinBeech Capital's Simpson Manufacturing position peaked at $4.95M in Q1 2025.
437 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.