River Road Asset Management, LLC SSD β€” Simpson Manufacturing Co., Inc

Ownership history in River Road Asset Management, LLC  Β·  4 quarters on record

AI Ownership Summary

River Road Asset Management, LLC reported Simpson Manufacturing Co., Inc (SSD) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.24% in 2025 Q4. The latest visible filing shows SSD at 0.23% 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 River Road Asset Management, LLC's position in Simpson Manufacturing Co., 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 Q1

SSD was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

How River Road Asset Management, LLC held SSD β€” position size vs. price
% of Fund (quarterly)    SSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 119,002 -19,124 -13.8% 0.23% $20.4M 2026-04-30 $190.73
2025 Q4 ADDED β€” β€” β€” 138,126 +64,476 +87.5% 0.24% $22.3M 2026-02-24 $197.48
2025 Q3 ADDED β€” β€” β€” 73,650 +68,985 +1478.8% 0.14% $12.3M 2025-11-12 $167.35
2025 Q2 INITIATED β€” β€” β€” 4,665 β€” β€” 0.01% $837K 2025-08-13 $193.23

FAQ About River Road Asset Management, LLC and SSD

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

How long has River Road Asset Management, LLC reported owning SSD?

River Road Asset Management, LLC reported SSD across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SSD position in River Road Asset Management, LLC's portfolio?

The largest reported portfolio weight for SSD was 0.24% in 2025 Q4.

What is the latest reported SSD position on this page?

The most recent filing on this page is 2026 Q1, when River Road Asset Management, LLC reported 119,002 shares, equal to 0.23% of portfolio, with an estimated market value of $20.4M.

What does the chart on this SSD ownership page compare?

The chart compares River Road Asset Management, LLC'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 River Road Asset Management, LLC time their SSD position?

Based on 13F filing dates vs. subsequent SSD price moves, River Road Asset Management, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SSD relative to SPY over the holding period was -16.7%.

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