EULAV Asset Management SSD — SIMPSON MFG INC

Ownership history in EULAV Asset Management  ·  5 quarters on record

AI Ownership Summary

EULAV Asset Management reported SIMPSON MFG INC (SSD) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.31% in 2026 Q2. The latest visible filing shows SSD at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EULAV Asset Management's position in SIMPSON MFG INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SSD was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SSD stock page EULAV Asset Management fund profile EULAV Asset Management full holdings
How EULAV Asset Management held SSD — position size vs. price
% of Fund (quarterly)    SSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 46,200 — 0% 0.28% $7.9M 2026-10-23 $184.36
2026 Q2 UNCHANGED — — — 46,200 — 0% 0.31% $9.7M 2026-07-29 $189.15
2026 Q1 ADDED — — — 46,200 +2,000 +4.5% 0.25% $7.9M 2026-05-07 $191.99
2025 Q4 ADDED — — — 44,200 +11,200 +33.9% 0.19% $7.1M 2026-02-11 $204.88
2025 Q3 INITIATED — — — 33,000 — — 0.13% $5.5M 2025-10-28 $185.18

🏢 Other funds also holding SSD

As of 2026 Q3 — sorted by position size

Berkeley, Inc 1.98% Illumine Investment Management, LLC 0.56% Impact Capital Partners LLC 0.29% COOKE & BIELER LP 3Y 7Y 0.2% Robeco Schweiz AG 3Y 7Y 0.2% DIVERSIFIED MANAGEMENT INC 0.19% Ipswich Investment Management Co., Inc. 3Y 7Y 0.17% Genesee Capital Advisors, LLC 3Y 7Y 0.16% Livforsakringsbolaget Skandia, Omsesidigt 3Y 7Y 0.16% RMR Capital Management, LLC 0.15%

FAQ About EULAV Asset Management and SSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has EULAV Asset Management reported owning SSD?

EULAV Asset Management reported SSD across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported SSD position in EULAV Asset Management's portfolio?

The largest reported portfolio weight for SSD was 0.31% in 2026 Q2.

What is the latest reported SSD position on this page?

The most recent filing on this page is 2026 Q3, when EULAV Asset Management reported 46,200 shares, equal to 0.28% of portfolio, with an estimated market value of $7.9M.

What does the chart on this SSD ownership page compare?

The chart compares EULAV Asset Management's quarterly SSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EULAV Asset Management time their SSD position?

Based on 13F filing dates vs. subsequent SSD price moves, EULAV Asset Management correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SSD relative to SPY over the holding period was -12.6%.

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