SSD
Simpson Manufacturing CO Inc
3 super-investors hold SSD worth a combined $260M. The largest position: Jeffrey Ubben et al at 4.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #404 of 724 scored stocks.
Why super-investors own SSD
Ownership of SSD within this cohort is effectively a single-manager story: Jeffrey Ubben holds $240M worth, representing 4.2% of his portfolio and roughly 92% of the cohort's combined $260M position. John Rogers and Joel Greenblatt round out the three owners but at negligible weights (0.2% and near-zero, respectively). The cohort count has held flat at one dominant owner for at least eight consecutive quarters, and 2026Q1 saw zero activity — no additions, no trims, no entries or exits — suggesting Ubben's position is a stable, high-conviction anchor rather than an actively managed trade. With no new buyers emerging and existing holders static, broader cohort interest shows no signs of either expanding or fading.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Jeffrey Ubben et al | 4.2% | 4q | $240M | 1,398,042 |
| 2 | John Rogers | 0.2% | 40q | $16M | 91,750 |
| 3 | Joel Greenblatt | <0.1% | 38q | $4M | 22,723 |
Owners of SSD also hold
Long US equity 13F-HR filings only. CUSIP 829073105. Not investment advice.