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
Q2 		$174M Sell
830,642
-567,400
-41% -$106M 3.09% 11
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 $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

ValueAct Holdings's SSD Position: Q2 2026 in Review

ValueAct Holdings reduced its Simpson Manufacturing (SSD) stake by 41% in Q2 2026, selling an estimated $106M and leaving 830,642 shares worth $174M. The position accounts for 3.09% of the portfolio, ranked #11.

ValueAct Holdings first reported a position in SSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $240M in Q1 2026. 485 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • ValueAct Holdings held 830,642 shares of Simpson Manufacturing worth $174M as of Q2 2026.
  • ValueAct Holdings sold 567,400 Simpson Manufacturing shares in Q2 2026, an estimated $106M.
  • Simpson Manufacturing made up 3.09% of ValueAct Holdings's portfolio in Q2 2026, its #11 holding.
  • ValueAct Holdings first reported a position in Simpson Manufacturing in Q2 2025 and has held it in 5 quarters since.
  • ValueAct Holdings's Simpson Manufacturing position peaked at $240M in Q1 2026.
  • 485 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.