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Simpson Manufacturing Co., Inc.

SSD Materials
$178.25 +$0.29 (0.16%)
Market Cap: $7.38 B
Gurus Holding
7
Popularity Rank
#961
% of Shares Held
5.01%
Net Activity (Q4 2025)
+$42.41 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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $369.89 M.

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

Institutional sentiment is currently Bullish. This is evidenced by a $42.41 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 415.0%. Conversely, Paul Tudor Jones reduced exposure by 78.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$76.32 M
Total Buy Value
New Buys 1
Additions 4
-$33.9 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
5

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

Major holders include ValueAct Capital (Mason Morfit) ($237.71 M), Chuck Royce ($47 M), Cliff Asness ($25.56 M). According to the latest reported data, 7 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 $42.41 M, with 5 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 $33.9 M.

Yes, 1 managers opened new positions in SSD, and 4 increased their existing holdings. The total reported buy value was $76.32 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.38% Add 21.9% 1,472,142 $237.71 M Q4 2025
0.48% Add 11.7% 291,046 $47 M Q4 2025
0.01% Add 384.1% 158,280 $25.56 M Q4 2025
0.16% Reduce -1.6% 91,389 $14.76 M Q4 2025
0.02% Add 415.0% 39,002 $6.3 M Q4 2025
0.01% New Buy 21,000 $3.39 M Q4 2025
0.00% Reduce -78.1% 2,271 $366,698 Q4 2025
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