Guru Ownership Over Time
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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $304.88 M.
Top institutional holders include ValueAct Capital and Chuck Royce.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $49.85 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 378.4%. Conversely, Steven Cohen reduced exposure by 76.8%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 3.41% | Reduce -14.1% | 1,207,942 | $202.28 M | Q3 2025 | |
| 0.44% | Add 28.6% | 260,628 | $43.64 M | Q3 2025 | |
| 0.01% | Add 5.6% | 143,661 | $24.06 M | Q3 2025 | |
| 0.17% | Reduce -14.5% | 92,850 | $15.55 M | Q3 2025 | |
| 0.01% | Reduce -76.8% | 49,583 | $8.3 M | Q3 2025 | |
| 0.00% | Add 378.4% | 32,696 | $5.46 M | Q3 2025 | |
| 0.00% | Reduce -2.1% | 10,356 | $1.73 M | Q3 2025 | |
| 0.01% | Reduce -2.7% | 7,574 | $1.27 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Simpson Manufacturing Co., Inc. (SSD)
Top Guru holders include ValueAct Capital ($202.28 M), Chuck Royce ($43.64 M), Ken Fisher ($24.06 M). Collectively, tracked Gurus hold 1.81 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $49.85 M, with 3 Gurus buying and 6 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 1 Gurus sold out of SSD completely. Total sell value was $65.17 M.
Yes, 0 Gurus opened new positions in SSD, and 3 added to their existing holdings. Total buy value was $15.31 M.