1 tracked superinvestor hold SIMPSON MFG INC (SSD), worth $174M combined, led by Mason Morfit. Smart money is trimming SSD as of the latest 13F filings.
Current price
$180.97
-5.5%
1Y
Simpson Manufacturing Co., Inc., through its various divisions, stands as a prominent entity specializing in the conceptualization, engineering, production, and distribution of vital components for both wood and concrete construction projects. The company offers an extensive catalog of products for timber and light-frame construction. This includes a robust selection of connectors, strong truss…
Market cap
$8.0B
P/E
22.54
Div yield
0.6%
Revenue YoY
4.5%
Analyst target
$216
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$174M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing SSD: 1 funds trimmed versus 0 adding.
SIMPSON MFG INC (SSD) is held by 1 tracked funds worth $174M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Mason Morfit at 3.1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 3.1% | $174M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $605K of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Olosky Michael | Officer & Director | 3,502 | $605K | 2026-09-10 |
Which superinvestors own SSD?
1 tracked funds hold SIMPSON MFG INC (SSD), the largest being Mason Morfit (ValueAct Capital) at 3.1% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling SSD?
In the most recent 13F quarter, 0 tracked funds added or opened SSD and 1 trimmed it.
How much SSD do tracked funds hold?
Combined disclosed long exposure to SSD across tracked superinvestors is $174M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.