SSD — SIMPSON MFG INC

Ownership history in GENESIS PRIVATE WEALTH, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which GENESIS PRIVATE WEALTH, LLC reported a position in SIMPSON MFG INC (SSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2024 Q4)
Avg. % of fund
0.12%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,423 -77 -5.1% 0.10% $238K $166.87
2025 Q2 REDUCED 1,500 -27 -1.8% 0.11% $233K $154.49
2025 Q1 ADDED 1,527 +73 +5.0% 0.13% $240K $155.97
2024 Q4 INITIATED 1,454 — — 0.13% $241K $164.39
% of Fund (quarterly)    SSD price (monthly, adj. close)

Other funds also holding SSD

As of 2025 Q4 — sorted by position size

Maren Capital LLC 4.44% Baker Avenue Asset Management, LP 3Y 7Y 3.5% ValueAct Holdings, L.P. 3Y 7Y 3.38% Port Capital LLC 3Y 7Y 2.85% LRT Capital Management, LLC 3Y 2.71% Conestoga Capital Advisors, LLC 3Y 7Y 2.31% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 1.74% Ranger Investment Management, L.P. 3Y 7Y 1.73% Cornerstone Capital, Inc. 3Y 7Y 1.68% Westview Management dba Westview Investment Advisors 0.99%
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