← Top Holdings
SSDSIMPSON MFG INC
CUSIP: 829073105
2
Guru Owners
$252.5M
Total Value Held
1.6M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| ValueAct Capital | 1472142 | $237.7M | 3.38% | $161.47 | Q4 2025 | |
| Ariel Investments | 91389 | $14.8M | 0.16% | $161.47 | Q4 2025 |
📊 Fundamentals
Market Cap$7.6B
P/E Ratio22.2x
Near market avg
Forward P/E18.6x
P/FCF34.7x
EPS (TTM)$8.24
Revenue (TTM)$2.3B
Profit Margin14.79%
Div Yield0.64%
Beta1.37
52-Week Range
$144.61
$211.98
Current: $183.24
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 22.2x trailing earnings → 18.6x forward · 14.8% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $252.5M
Q3 '252 owners · $217.8M
Q2 '252 owners · $235.3M
Q1 '251 owners · $17.5M
SOLDRay Dalio
Q4 '242 owners · $26.1M
Q3 '242 owners · $30.9M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
6%analyst est. 5.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
9.4%current: 9.4%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
SSD: Held by 2 superinvestors · 4 congress member trades
$50,001 - $100,0002025-11-19
$15,001 - $50,0002025-10-09
$1,001 - $15,0002025-08-21
$15,001 - $50,0002025-04-11