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Simpson Manufacturing Co., Inc.

SSD Materials
$193.78 $-1.49 (-0.76%)
Market Cap: $7.94 B
Gurus Holding
9
Popularity Rank
#618
% of Shares Held
3.96%
Net Activity (Q2 2026)
-$96.64 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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $314.36 M.

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

Institutional sentiment is currently Bearish. This is evidenced by a $96.64 M net outflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, ValueAct Capital (Mason Morfit) reduced exposure by 40.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$24.67 M
Total Buy Value
New Buys 4
Additions 3
-$121.31 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
7

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

Major holders include ValueAct Capital (Mason Morfit) ($173.89 M), Chuck Royce ($58.06 M), Cliff Asness ($45.88 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.62 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $96.64 M, with 7 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited SSD. The total reported sell value was $121.31 M.

Yes, 4 managers opened new positions in SSD, and 3 increased their existing holdings. The total reported buy value was $24.67 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.09% Reduce -40.6% 830,642 $173.89 M Q2 2026
0.47% Reduce -3.0% 277,357 $58.06 M Q2 2026
0.02% Add 22.4% 219,132 $45.88 M Q2 2026
0.06% Add 4.3% 131,126 $27.45 M Q2 2026
0.21% Add 8.5% 99,589 $20.85 M Q2 2026
0.03% New Buy 38,770 $8.12 M Q2 2026
0.01% New Buy 20,511 $4.29 M Q2 2026
0.00% New Buy 5,100 $1.07 M Q2 2026
0.00% New Buy 16 $3,348 Q2 2026
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