SIMPSON MFG INC (SSD) — Hedge Fund Ownership Q4 2025
SSD
- SIMPSON MFG INC (SSD) is held by 2 of 82 tracked hedge funds, with ValueAct Capital (3%) and Ariel Investments (0.2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in SSD holdings came from ValueAct Capital (+22%), highlighting conviction.
- The biggest decreases in SSD holdings came from Ariel Investments (-2%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to SIMPSON MFG INC (SSD) by +20% vs the prior quarter and -15% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
ValueAct Capital
|
3.38% | 1.5M | +21.87% | — | $237.7M | $161.47 | — |
| 2 |
Ariel Investments
|
0.16% | 91K | -1.57% | -15.25% | $14.8M | $161.47 | — |
| 2 | Total | — | 1.6M | +20.20% | -15.25% | $252.5M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.