Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q4 2019)

According to the SEC 13F filed on Aug 14, 2026, the Disciplined Growth Investors portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2019. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q4 2019, the filing reported:

New Buys - iShares Russell 2000 Growth ETF, iShares Russell Midcap Growth E

Increases - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., The Cheesecake Factory Incorpor, Cara Therapeutics, Inc., and 35 more

Reductions - CEVA, Inc., CoStar Group, Inc., Duluth Holdings Inc., Edwards Lifesciences Corporatio, Geospace Technologies Corporati, and 17 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2019	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+20,201	+2.2%	$168.81K	920,164
Q4 2019	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+43,369	+2.8%	$139.48K	1,614,766
Q4 2019	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+19,488	+2.1%	$264.57K	948,136
Q4 2019	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Buy	+19,839	+2.0%	$38.48K	990,200
Q4 2019	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Buy	+53	+0.0%	$13.52K	838,914
Q4 2019	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-1,268	-0.2%	$15.48K	574,372
Q4 2019	CGNX Cognex Corporation	Cognex Corporation	Buy	+513,805	+34.0%	$113.46K	2,024,599
Q4 2019	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-102	-0.5%	$12.33K	20,614
Q4 2019	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Buy	+6,697,124	+268.4%	$160.04K	9,192,446
Q4 2019	DLB Dolby Laboratories	Dolby Laboratories	Buy	+53,704	+3.0%	$124.97K	1,816,469
Q4 2019	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Sell	-175,699	-31.5%	$4.02K	381,538
Q4 2019	DLX Deluxe Corporation	Deluxe Corporation	Buy	+140,465	+11.1%	$70.36K	1,409,346
Q4 2019	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-491,493	-34.8%	$214.81K	920,786
Q4 2019	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+8,551	+1.6%	$144.15K	537,284
Q4 2019	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-2,183	-0.2%	$15.15K	903,594
Q4 2019	GGG Graco Inc.	Graco Inc.	Buy	+27,228	+2.0%	$70.50K	1,355,852
Q4 2019	GNTX Gentex Corporation	Gentex Corporation	Buy	+108,407	+2.6%	$123.32K	4,255,363
Q4 2019	GRMN Garmin	Garmin	Buy	+31,787	+2.1%	$152.85K	1,566,731
Q4 2019	INTU Intuit Inc.	Intuit Inc.	Buy	+9,771	+1.1%	$232.92K	889,232
Q4 2019	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Buy	+11,553	+3.3%	$53.02K	365,894
Q4 2019	IRBT iRobot Corporation	iRobot Corporation	Sell	-841	-0.2%	$18.67K	368,763
Q4 2019	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+4,330	+1.3%	$192.78K	326,112
Q4 2019	IWO iShares Russell 2000 Growth ETF	iShares Russell 2000 Growth ETF	Buy - Position Entry	+5,058	-	$1.08K	5,058
Q4 2019	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy - Position Entry	+15,463	-	$2.36K	15,463
Q4 2019	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+181,320	+2.9%	$121.15K	6,471,827
Q4 2019	JWN Nordstrom, Inc.	Nordstrom, Inc.	Buy	+56,537	+3.0%	$78.26K	1,912,141
Q4 2019	KRNT Kornit Digital	Kornit Digital	Sell	-910	-0.6%	$5.47K	159,672
Q4 2019	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-463	-0.2%	$2.16K	221,027
Q4 2019	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+24,930	+2.8%	$105.38K	925,444
Q4 2019	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Buy	+11,494	+2.1%	$44.73K	560,935

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