ValueAct Capital (Mason Morfit)'s SSD Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 1.21 M 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 (Mason Morfit) has initiated a new position in SSD, representing a fresh investment thesis on this company. Largest reduction occurred in Q3 2025, reducing 198,163 shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'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 (Mason Morfit)
| Report Date | 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 (Mason Morfit)'s Simpson Manufacturing Co Investment FAQs
ValueAct Capital (Mason Morfit) 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 (Mason Morfit) has held Simpson Manufacturing Co., Inc. (SSD) for 2 quarters since Q2 2025.
ValueAct Capital (Mason Morfit)'s largest addition to Simpson Manufacturing Co., Inc. (SSD) was in Q2 2025, adding 1,406,105 shares worth $218.38 M.
According to the latest 13F filing for Q3 2025, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 1,207,942 shares of Simpson Manufacturing Co., Inc. (SSD), valued at approximately $202.28 M.
As of the Q3 2025 filing, Simpson Manufacturing Co., Inc. (SSD) represents approximately 3.41% of ValueAct Capital (Mason Morfit)'s publicly disclosed stock portfolio, making it one of their key holdings.
ValueAct Capital (Mason Morfit)'s peak holding in Simpson Manufacturing Co., Inc. (SSD) was 1,406,105 shares, as reported at the end of Q2 2025.