VH
SSD icon

ValueAct Holdings’s Simpson Manufacturing SSD Stock Holding History

ValueAct Holdings’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 		$240M Sell
1,398,042
-74,100
-5% -$13.7M 4.2% 12
2025
Q4 		$238M Buy
1,472,142
+264,200
+22% +$44.7M 3.38% 12
2025
Q3 		$202M Sell
1,207,942
-198,163
-14% -$35.5M 3.41% 11
2025
Q2 		$218M Buy
+1,406,105
New +$218M 3.9% 9

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

ValueAct Holdings's SSD Position: Q1 2026 in Review

ValueAct Holdings reduced its Simpson Manufacturing (SSD) stake by 5% in Q1 2026, selling an estimated $13.7M and leaving 1,398,042 shares worth $240M. The position accounts for 4.2% of the portfolio, ranked #12.

ValueAct Holdings first reported a position in SSD in Q2 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • ValueAct Holdings held 1,398,042 shares of Simpson Manufacturing worth $240M as of Q1 2026.
  • ValueAct Holdings sold 74,100 Simpson Manufacturing shares in Q1 2026, an estimated $13.7M.
  • Simpson Manufacturing made up 4.2% of ValueAct Holdings's portfolio in Q1 2026, its #12 holding.
  • ValueAct Holdings first reported a position in Simpson Manufacturing in Q2 2025 and has held it in 4 quarters since.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on ValueAct Holdings's 13F filing for Q1 2026, filed 15 May 2026.