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%).

2018 Q4 (88 results)
IWP
buy
+10,438
+0.02%
$113.72
23.81% $140.80
0.00%
SFIX
buy
+326,241
+0.11%
$17.09
77.47% $3.85
0.11%
IPGP
buy
+362,678
+0.85%
$113.29
1.20% $114.65
0.85%
RDHL
+3,318.06%
+27,739
+0.13%
$222.01
-
0.13%
MSM
+654.49%
+480,384
+0.76%
$76.92
51.70% $116.69
0.88%
DESTQ
+110.17%
+666,210
+0.04%
$2.84
-
0.07%
STMP
+103.57%
+292,957
+0.94%
$155.64
-
1.85%
ATTU
+100.53%
+289,562
+0.12%
$19.68
-
0.23%
AMBR
+67.92%
+439,470
+0.07%
$8.23
83.35% $1.37
0.18%
GEOS
+65.50%
+353,944
+0.08%
$10.31
29.59% $7.26
0.19%
MDSO
+18.59%
+175,426
+0.24%
$67.42
-
1.55%
RP
+17.21%
+309,082
+0.31%
$48.19
-
2.09%
UPLCQ
+8.12%
+1,242,825
+0.02%
$0.76
-
0.26%
MIXT
+5.46%
+56,411
+0.02%
$15.65
-
0.35%
POWI
+2.95%
+101,554
+0.06%
$30.49
157.07% $78.38
2.22%
ALGN
+1.97%
+18,459
+0.08%
$209.43
16.52% $174.84
4.13%
SYNA
+1.44%
+14,606
+0.01%
$37.21
272.06% $138.44
0.79%
NLS
+1.10%
+10,982
+0.00%
$10.90
-
0.23%
URBN
+0.91%
+8,517
+0.01%
$33.20
131.93% $77.00
0.64%
IRBT
+0.00%
+5
+0.00%
$83.74
-
0.64%
MCHP
-0.02%
-101
-0.00%
$143.84
33.79% $95.24
1.43%
LL
-0.14%
-349
-0.00%
$9.52
-
0.05%
PHX1EUR
-0.21%
-751
-0.00%
$15.50
-
0.11%
SSYS
-0.22%
-321
-0.00%
$18.01
50.48% $8.92
0.05%
EPAY
-0.24%
-490
-0.00%
$48.00
-
0.21%
CARA
-0.27%
-2,299
-0.00%
$13.00
-
0.23%
ECOM
-0.37%
-2,594
-0.00%
$11.35
-
0.16%
DLTH
-0.39%
-1,646
-0.00%
$25.23
81.45% $4.68
0.22%
OSPN
-0.41%
-1,415
-0.00%
$12.95
10.64% $14.33
0.09%
FTK
-0.44%
-6,801
-0.00%
$1.09
2K+% $24.64
0.03%
JBLU
-0.46%
-22,585
-0.01%
$16.06
68.80% $5.01
1.61%
CASA
-0.47%
-2,805
-0.00%
$13.13
-
0.16%
ZUMZ
-0.54%
-1,283
-0.00%
$19.17
4.06% $18.39
0.09%
CEVA
-0.60%
-3,468
-0.00%
$22.09
108.38% $46.03
0.26%
SPSC
-0.63%
-1,790
-0.00%
$41.19
34.11% $55.24
0.24%
POLY
-0.68%
-12,892
-0.01%
$33.10
-
1.29%
AKAM
-0.68%
-11,236
-0.01%
$61.08
118.57% $133.50
2.07%
CRRTQ
-0.69%
-1,653
-0.00%
$3.48
-
0.02%
CSGP
-0.97%
-2,060
-0.00%
$33.74
2.66% $32.84
0.15%
SRDX
-1.03%
-1,783
-0.00%
$47.26
-
0.17%
STRA
-1.03%
-1,222
-0.00%
$113.42
31.75% $77.41
0.27%
ULTI
-1.07%
-641
-0.00%
$244.87
94.71% $12.95
0.30%
PLXS
-1.07%
-31,747
-0.03%
$51.08
477.56% $295.02
3.10%
ACIA
-1.08%
-1,618
-0.00%
$38.00
-
0.12%
THRM
-1.15%
-21,600
-0.02%
$39.98
9.05% $36.36
1.52%
CGNX
-1.16%
-9,563
-0.01%
$38.67
64.49% $63.61
0.65%
MYGN
-1.27%
-17,218
-0.01%
$29.07
85.11% $4.33
0.80%
SNBR
-1.30%
-47,409
-0.03%
$31.73
98.77% $0.39
2.36%
GRMN
-1.31%
-21,352
-0.03%
$63.32
276.03% $238.10
2.10%
LSTR
-1.31%
-12,385
-0.02%
$95.67
134.42% $224.27
1.84%
RCL
-1.32%
-14,193
-0.03%
$97.79
201.03% $294.38
2.14%
CAKE
-1.33%
-13,365
-0.01%
$43.51
73.02% $75.28
0.89%
INFO
-1.36%
-11,603
-0.01%
$47.97
44.09% $26.82
0.83%
JWN
-1.47%
-21,198
-0.02%
$46.61
-
1.36%
MANH
-1.51%
-14,025
-0.01%
$42.37
237.31% $142.92
0.80%
GGG
-1.52%
-21,369
-0.02%
$41.85
78.26% $74.60
1.19%
DLB
-1.56%
-23,303
-0.03%
$61.84
15.07% $52.52
1.88%
SMCI
-1.60%
-60,528
-0.02%
$13.80
120.72% $30.46
1.06%
TJX
-1.61%
-78,851
-0.07%
$44.74
276.42% $168.41
4.43%
PRO
-1.66%
-5,022
-0.00%
$31.40
-
0.19%
NUVA
-1.72%
-1,062
-0.00%
$49.57
-
0.06%
MIDD
-1.78%
-28,758
-0.06%
$102.73
54.29% $158.50
3.36%
VSAT
-1.82%
-19,922
-0.02%
$58.95
19.03% $70.17
1.31%
GNTX
-1.88%
-81,915
-0.03%
$20.21
27.96% $25.86
1.78%
PRLB
-1.88%
-17,669
-0.04%
$112.79
30.01% $78.94
2.14%
TRIP
-1.97%
-9,919
-0.01%
$53.94
76.99% $12.41
0.55%
9745633D
-1.97%
-35,935
-0.01%
$19.49
-
0.72%
3UB
-2.00%
-31,746
-0.07%
$99.41
-
3.19%
LB
-2.00%
-40,115
-0.02%
$25.67
169.93% $69.29
1.04%
UAA
-2.01%
-46,818
-0.02%
$17.67
65.76% $6.05
0.83%
MTLS
-2.09%
-18,288
-0.01%
$20.03
-
0.35%
PAYX
-2.10%
-12,953
-0.02%
$65.15
54.46% $100.63
0.81%
CLB
-2.13%
-7,390
-0.01%
$59.66
77.94% $13.16
0.42%
RL
-2.14%
-8,698
-0.02%
$103.46
290.47% $403.98
0.85%
SWN
-2.17%
-281,374
-0.02%
$3.41
-
0.89%
VAR
-2.34%
-18,044
-0.04%
$113.31
-
1.76%
FDS
-2.34%
-14,605
-0.06%
$200.13
20.50% $241.16
2.51%
ADSK
-3.03%
-40,860
-0.11%
$128.61
54.29% $198.43
3.46%
OTEX
-3.55%
-195,413
-0.13%
$32.60
31.81% $22.23
3.56%
ISRG
-4.02%
-5,162
-0.15%
$1,436.76
71.39% $411.06
3.65%
KRNT
-4.73%
-7,980
-0.00%
$18.72
15.76% $15.77
0.06%
EW
-7.20%
-445,779
-0.47%
$51.06
66.68% $85.10
6.05%
TREX
-7.58%
-108,632
-0.07%
$29.68
53.74% $45.63
0.81%
INTU
-11.58%
-134,341
-0.55%
$196.85
40.58% $276.73
4.16%
STX
-14.47%
-349,517
-0.28%
$38.59
2K+% $931.04
1.64%
MDXG
-31.54%
-222,973
-0.01%
$1.79
101.15% $3.60
0.02%
AABA
-61.41%
-113,364
-0.14%
$57.94
-
0.09%
ETD
-100.00%
-1,906,783
-0.82%
$20.75
3.95% $21.57
0.00%
88 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.