Fred Martin Holdings Activity

Disciplined Growth Investors Portfolio 13F

Disciplined Growth Investors has disclosed a total of 63 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 6, bought 2 totally new, decreased the number of shares of 53 and completely sold out 2 position(s).

What stocks is Fred Martin buying now?

In the recent quarter Fred Martin has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (DT) DYNATRACE INC (new buy), (MNDY) MONDAYCOM LTD (added shares +453.66%), (GTLB) GITLAB INC-CL A (new buy), (ZETA) ZETA GLOBAL HOLDINGS CORP-A (added shares +11.87%) and (YETI) YETI HOLDINGS INC (added shares +121.44%).

What does Fred Martin invest in?

Fred Martin's top 5 holdings (by % of portfolio) are (GRMN) GARMIN LTD (6.32%), (PLXS) PLEXUS CORP (6.19%), (PSTG) PURE STORAGE INC - CLASS A (5.64%), (CHK) CHESAPEAKE ENERGY CORP (5.33%) and (VSAT) VIASAT INC (5.31%).

In the latest report(s) the following changes have been made to the top investments: (GRMN) GARMIN LTD (reduced shares -4.86%), (PLXS) PLEXUS CORP (reduced shares -6.05%), (PSTG) PURE STORAGE INC - CLASS A (reduced shares -4.71%), (CHK) CHESAPEAKE ENERGY CORP (reduced shares -6.92%) and (VSAT) VIASAT INC (reduced shares -4.47%).

2017 Q4 (85 results)
IWP
buy
+3,605
+0.01%
$120.67
18.70% $143.23
0.00%
MIXT
+557.25%
+694,278
+0.17%
$12.76
-
0.21%
JWN
+60.58%
+539,040
+0.50%
$47.38
-
1.33%
DLTH
+39.59%
+122,434
+0.04%
$17.85
73.78% $4.68
0.15%
MDSO
+14.89%
+107,701
+0.13%
$63.37
-
1.04%
LL
+3.63%
+9,022
+0.01%
$31.39
-
0.16%
PHX1EUR
+3.61%
+12,454
+0.01%
$20.55
-
0.14%
KRNT
+3.25%
+5,732
+0.00%
$16.15
1.30% $15.94
0.06%
NLS
+3.22%
+31,777
+0.01%
$13.35
-
0.27%
IRBT
+3.06%
+11,202
+0.02%
$76.70
-
0.57%
MDXG
+2.93%
+20,311
+0.01%
$12.61
70.58% $3.71
0.18%
TRIP
+2.75%
+13,101
+0.01%
$34.46
62.19% $13.03
0.33%
SPSC
+2.41%
+6,862
+0.00%
$24.29
132.19% $56.41
0.14%
THRM
+1.76%
+32,428
+0.02%
$31.75
14.52% $36.36
1.17%
VSAT
+1.54%
+17,358
+0.03%
$74.85
10.60% $66.92
1.69%
CARA
+1.42%
+12,069
+0.00%
$12.24
-
0.21%
SYNA
+1.40%
+14,010
+0.01%
$39.94
254.36% $141.53
0.80%
INFO
+1.11%
+9,348
+0.01%
$45.15
39.67% $27.24
0.76%
GNTX
+1.03%
+44,383
+0.02%
$20.95
25.30% $26.25
1.79%
RCL
+0.98%
+10,349
+0.02%
$119.28
161.88% $312.37
2.52%
AKAM
+0.83%
+13,472
+0.02%
$65.04
107.32% $134.84
2.11%
LSTR
+0.81%
+7,589
+0.02%
$104.10
110.24% $218.86
1.94%
SMCI
+0.77%
+17,913
+0.01%
$20.93
50.06% $31.40
0.97%
SWN
+0.75%
+51,514
+0.01%
$5.58
-
0.76%
GEOS
+0.74%
+3,605
+0.00%
$12.97
43.79% $7.29
0.13%
MCHP
+0.73%
+3,437
+0.01%
$175.76
43.22% $99.79
1.65%
URBN
+0.58%
+5,350
+0.00%
$35.06
123.48% $78.35
0.64%
GRMN
+0.58%
+9,409
+0.01%
$59.57
306.09% $241.91
1.91%
EW
+0.55%
+35,025
+0.03%
$37.57
126.51% $85.10
4.70%
POWI
+0.47%
+11,350
+0.01%
$36.77
122.14% $81.69
1.76%
PLXS
+0.45%
+13,472
+0.02%
$60.72
383.46% $293.56
3.58%
MANH
+0.44%
+4,046
+0.00%
$49.54
192.11% $144.71
0.91%
9745633D
+0.38%
+6,917
+0.00%
$20.50
-
0.74%
CLB
+0.33%
+1,137
+0.00%
$109.55
88.36% $12.75
0.74%
LB
+0.29%
+5,669
+0.01%
$60.22
13.60% $68.41
2.34%
ECOM
+0.29%
+2,050
+0.00%
$9.00
-
0.13%
RL
+0.27%
+1,068
+0.00%
$103.69
303.53% $418.42
0.83%
OMED
+0.22%
+690
+0.00%
$4.10
-
0.03%
STX
+0.19%
+4,595
+0.00%
$41.84
2K+% $1,002.00
2.01%
FDS
+0.13%
+832
+0.00%
$192.76
26.55% $243.93
2.37%
MIDD
+0.13%
+2,066
+0.01%
$134.95
20.05% $162.01
4.34%
ADSK
+0.10%
+1,419
+0.00%
$104.83
89.59% $198.75
3.01%
SNBR
-0.00%
-132
-0.00%
$37.59
98.96% $0.39
2.72%
MYGN
-0.02%
-279
-0.00%
$34.34
87.51% $4.29
0.91%
MTLS
-0.03%
-270
-0.00%
$12.71
-
0.23%
3UB
-0.09%
-1,366
-0.00%
$71.02
-
2.25%
ETD
-0.09%
-1,920
-0.00%
$28.60
24.37% $21.63
1.26%
VAR
-0.13%
-1,022
-0.00%
$111.15
-
1.69%
JBLU
-0.14%
-6,834
-0.00%
$22.34
75.74% $5.42
2.14%
TJX
-0.21%
-10,522
-0.01%
$38.23
334.97% $166.29
3.70%
PRLB
-0.24%
-2,298
-0.00%
$103.00
22.69% $79.63
1.93%
VREX
-0.27%
-860
-0.00%
$40.17
73.14% $10.79
0.00%
PRO
-0.32%
-994
-0.00%
$26.45
-
0.16%
EPAY
-0.32%
-694
-0.00%
$34.68
-
0.15%
CAKE
-0.34%
-3,434
-0.00%
$48.18
52.08% $73.27
0.95%
POLY
-0.45%
-8,662
-0.01%
$50.38
-
1.89%
ISRG
-0.45%
-627
-0.01%
$1,094.82
61.93% $416.79
3.02%
STMP
-0.54%
-1,793
-0.01%
$188.00
-
1.22%
GGG
-0.61%
-8,488
-0.01%
$45.22
66.59% $75.33
1.24%
RP
-0.68%
-12,596
-0.01%
$44.30
-
1.61%
PAYX
-0.72%
-4,476
-0.01%
$68.08
49.56% $101.82
0.83%
INTU
-0.74%
-9,404
-0.03%
$157.78
81.12% $285.77
3.94%
ULTI
-0.76%
-472
-0.00%
$218.24
94.10% $12.88
0.27%
DLB
-0.86%
-6,398
-0.01%
$62.00
13.58% $53.58
0.90%
OTEX
-0.92%
-52,599
-0.04%
$35.67
36.56% $22.63
4.00%
DESTQ
-0.96%
-5,980
-0.00%
$2.97
-
0.04%
CRRTQ
-0.97%
-2,372
-0.00%
$10.18
-
0.05%
AMBR
-1.02%
-3,529
-0.00%
$7.34
80.24% $1.45
0.05%
VDSI
-1.04%
-3,748
-0.00%
$13.90
-
0.10%
ZUMZ
-1.07%
-2,642
-0.00%
$20.82
9.91% $18.76
0.10%
CGNX
-1.12%
-9,491
-0.01%
$61.16
7.98% $66.04
1.01%
CPLA
-1.15%
-1,609
-0.00%
$77.40
-
0.21%
CEVA
-1.18%
-7,178
-0.01%
$46.15
3.88% $47.94
0.54%
SRDX
-1.22%
-2,201
-0.00%
$28.00
-
0.10%
SSYS
-1.25%
-1,871
-0.00%
$19.96
54.26% $9.13
0.06%
CSGP
-1.34%
-5,400
-0.00%
$29.70
11.80% $33.20
0.23%
TREX
-1.41%
-21,112
-0.01%
$27.10
73.78% $47.09
0.79%
KTEC
-1.54%
-3,433
-0.00%
$18.43
27.67% $13.33
0.00%
SCOR
-1.57%
-2,995
-0.00%
$28.50
73.58% $7.53
0.11%
NUVA
-1.98%
-1,306
-0.00%
$58.48
-
0.07%
UAA
-4.95%
-119,943
-0.03%
$14.43
58.07% $6.05
0.66%
ALGN
-8.79%
-95,751
-0.42%
$222.19
19.72% $178.38
4.35%
AABA
-47.40%
-742,148
-1.02%
$69.85
-
1.13%
UPLCQ
-89.04%
-8,734,646
-15.46%
$89.83
-
1.90%
GIMO
-100.00%
-1,322,115
-1.10%
$42.15
-
0.00%
85 of 4,226

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.