ValueAct Capital's SSD Position Overview
ValueAct Capital (via Valueact Holdings, L.P.) currently holds 1.2M shares of Simpson Manufacturing Co., Inc. (SSD) worth $202.28 M, representing 3.41% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, ValueAct Capital has initiated a new position in SSD, representing a fresh investment thesis on this company. Largest reduction occurred in Q3 2025, reducing 198.2K shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital's Simpson Manufacturing Co (SSD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Simpson Manufacturing Co (SSD) Trades by ValueAct Capital
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +1.41 M | New Buy | 1.41 M | $155.31 |
| Q3 2025 | -198,163 | Reduce 14.09% | 1.21 M | $167.46 |
ValueAct Capital's Simpson Manufacturing Co Investment FAQs
ValueAct Capital first purchased Simpson Manufacturing Co., Inc. (SSD) in Q2 2025, acquiring 1,406,105 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital has held Simpson Manufacturing Co., Inc. (SSD) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital's largest addition to Simpson Manufacturing Co., Inc. (SSD) was in Q2 2025, adding 1,406,105 shares worth $218.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, ValueAct Capital's firm, Valueact Holdings, L.P., owns 1,207,942 shares of Simpson Manufacturing Co., Inc. (SSD), valued at approximately $202.28 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Simpson Manufacturing Co., Inc. (SSD) represents approximately 3.41% of ValueAct Capital's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital's peak holding in Simpson Manufacturing Co., Inc. (SSD) was 1,406,105 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.