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Free · no sign-up · Q2 2026

Which funds own SSD

Simpson MFG Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $177m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
2
at least, of 91 current
Combined value
$177m
as reported
Opened
0
new this quarter
Added to
1
already held
Trimmed or sold out
2
1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
ValueAct Holdings LP
Activist · $5.6bn book
$174m3.1%830,642-$66m-567,400Trimmed
Quantbot Technologies LP
Quantitative · $2.5bn book
$3.5m0.1%16,928+$1.3m+3,586Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Ownership through time

At least 8 of the 95 managers whose filings are on file listed SSD in Q2 2026, against 2 in Q4 2015. 4 managers more than in Q1 2026: 1 started a position; 4 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
048Q4 2015: 2Q1 2016: 116Q4 2016: 1Q1 2017: 617Q2 2017: 3Q3 2017: 1Q4 2017: 2Q1 2018: 118Q2 2018: 1Q3 2018: 3Q4 2018: 4Q1 2019: 219Q2 2019: 4Q3 2019: 2Q4 2019: 6Q1 2020: 620Q2 2020: 6Q3 2020: 6Q4 2020: 6Q1 2021: 521Q2 2021: 6Q3 2021: 3Q4 2021: 5Q1 2022: 322Q2 2022: 3Q3 2022: 2Q4 2022: 2Q1 2023: 123Q2 2023: 2Q3 2023: 2Q4 2023: 2Q1 2024: 224Q2 2024: 3Q3 2024: 3Q4 2024: 4Q1 2025: 125Q2 2025: 5Q3 2025: 3Q4 2025: 3Q1 2026: 426Q2 2026: 8
  • Q4 2015: 2
  • Q1 2016: 1
  • Q4 2016: 1
  • Q1 2017: 6
  • Q2 2017: 3
  • Q3 2017: 1
  • Q4 2017: 2
  • Q1 2018: 1
  • Q2 2018: 1
  • Q3 2018: 3
  • Q4 2018: 4
  • Q1 2019: 2
  • Q2 2019: 4
  • Q3 2019: 2
  • Q4 2019: 6
  • Q1 2020: 6
  • Q2 2020: 6
  • Q3 2020: 6
  • Q4 2020: 6
  • Q1 2021: 5
  • Q2 2021: 6
  • Q3 2021: 3
  • Q4 2021: 5
  • Q1 2022: 3
  • Q2 2022: 3
  • Q3 2022: 2
  • Q4 2022: 2
  • Q1 2023: 1
  • Q2 2023: 2
  • Q3 2023: 2
  • Q4 2023: 2
  • Q1 2024: 2
  • Q2 2024: 3
  • Q3 2024: 3
  • Q4 2024: 4
  • Q1 2025: 1
  • Q2 2025: 5
  • Q3 2025: 3
  • Q4 2025: 3
  • Q1 2026: 4
  • Q2 2026: 8
Their combined reported value
$0$629m$1bnQ4 2015: $9.9mQ1 2016: $4.8m16Q4 2016: $1.6mQ1 2017: $14m17Q2 2017: $75mQ3 2017: $95mQ4 2017: $84mQ1 2018: $1.4m18Q2 2018: $6.6mQ3 2018: $21mQ4 2018: $6.6mQ1 2019: $1.4m19Q2 2019: $38mQ3 2019: $37mQ4 2019: $72mQ1 2020: $35m20Q2 2020: $105mQ3 2020: $136mQ4 2020: $135mQ1 2021: $141m21Q2 2021: $150mQ3 2021: $163mQ4 2021: $188mQ1 2022: $127m22Q2 2022: $97mQ3 2022: $1.3mQ4 2022: $5.5mQ1 2023: $6.9m23Q2 2023: $10mQ3 2023: $6.1mQ4 2023: $6.6mQ1 2024: $17m24Q2 2024: $59mQ3 2024: $123mQ4 2024: $132mQ1 2025: $113m25Q2 2025: $378mQ3 2025: $369mQ4 2025: $386mQ1 2026: $382m26Q2 2026: $1.3bn
  • Q4 2015: $9.9m
  • Q1 2016: $4.8m
  • Q4 2016: $1.6m
  • Q1 2017: $14m
  • Q2 2017: $75m
  • Q3 2017: $95m
  • Q4 2017: $84m
  • Q1 2018: $1.4m
  • Q2 2018: $6.6m
  • Q3 2018: $21m
  • Q4 2018: $6.6m
  • Q1 2019: $1.4m
  • Q2 2019: $38m
  • Q3 2019: $37m
  • Q4 2019: $72m
  • Q1 2020: $35m
  • Q2 2020: $105m
  • Q3 2020: $136m
  • Q4 2020: $135m
  • Q1 2021: $141m
  • Q2 2021: $150m
  • Q3 2021: $163m
  • Q4 2021: $188m
  • Q1 2022: $127m
  • Q2 2022: $97m
  • Q3 2022: $1.3m
  • Q4 2022: $5.5m
  • Q1 2023: $6.9m
  • Q2 2023: $10m
  • Q3 2023: $6.1m
  • Q4 2023: $6.6m
  • Q1 2024: $17m
  • Q2 2024: $59m
  • Q3 2024: $123m
  • Q4 2024: $132m
  • Q1 2025: $113m
  • Q2 2025: $378m
  • Q3 2025: $369m
  • Q4 2025: $386m
  • Q1 2026: $382m
  • Q2 2026: $1.3bn

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Largest decreases, by shares

Left it

No manager on file is shown leaving it.

ManagerValue over timeFirst listedLargestQ2 2026
Fidelity (FMR LLC)Q2 2026$768m$768m
ValueAct Holdings LPQ2 2025$240m$174m
Neuberger Berman Group LLCQ2 2024$138m$127m
MFS Investment ManagementQ2 2026$116m$116m
Capital World InvestorsQ2 2025$56m$56m
Bridgewater Associates LPQ2 2023$16m$8.1m
ExodusPoint Capital Management LPQ2 2019$5.6m$5.6m
Quantbot Technologies LPQ4 2015$3.5m$3.5m
AllianceBernstein LPQ2 2020$181mlast listed Q2 2022
Janus Henderson Group LtdQ2 2017$95mlast listed Q4 2017
Arrowstreet Capital LPQ1 2017$55mlast listed Q4 2020
Point72 Asset Management LPQ2 2025$33mlast listed Q2 2025
AQR Capital Management LLCQ3 2021$20mlast listed Q3 2021
Winton Group LtdQ4 2017$13mlast listed Q1 2024
Marshall Wace LLPQ4 2015$9.7mlast listed Q1 2017
Verition Fund Management LLCQ1 2026$9.4mlast listed Q1 2026
Tudor Investment CorpQ4 2016$7.4mlast listed Q2 2023
Voloridge Investment Management LLCQ4 2019$6.5mlast listed Q1 2021

What SSD is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

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How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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