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Simpson Manufacturing Co., Inc.

SSD Materials
$199.33 +$6.26 (3.24%)
Market Cap: $8.2 B
Gurus Holding
6
Popularity Rank
#1387
% of Shares Held
5.07%
Net Activity (Q1 2026)
+$1.84 M

Guru Ownership Trend

Guru Analysis for Simpson Manufacturing Co., Inc. (SSD)

Simpson Manufacturing Co., Inc. (SSD), a key player in the Materials sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $415.54 M.

Top institutional holders include ValueAct Capital (Mason Morfit) and Chuck Royce.

Institutional sentiment is currently Bullish. This is evidenced by a $1.84 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 222.3%. Conversely, ValueAct Capital (Mason Morfit) reduced exposure by 5.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$19.21 M
Total Buy Value
New Buys 1
Additions 3
-$17.37 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Simpson Manufacturing Co., Inc. (SSD)

Major holders include ValueAct Capital (Mason Morfit) ($239.93 M), Chuck Royce ($49.05 M), Cliff Asness ($30.41 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.08 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.84 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited SSD. The total reported sell value was $17.37 M.

Yes, 1 managers opened new positions in SSD, and 3 increased their existing holdings. The total reported buy value was $19.21 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.20% Reduce -5.0% 1,398,042 $239.93 M Q1 2026
0.48% Reduce -1.8% 285,807 $49.05 M Q1 2026
0.01% Add 13.1% 178,972 $30.41 M Q1 2026
0.07% Add 222.3% 125,688 $21.57 M Q1 2026
0.18% Add 0.4% 91,750 $15.75 M Q1 2026
0.00% New Buy 4,423 $759,186 Q1 2026
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