Disciplined Growth Investors Fred Martin Q1 2026 Portfolio Review
This article analyzes the portfolio activity of Disciplined Growth Investors' Fred Martin as of March 31, 2026, highlighting changes in top holdings and noting the absence of disclosed new positions or exits.
As of March 31, 2026, Fred Martin, managing Director at Disciplined Growth Investors, saw his portfolio navigate a complex quarter marked by selective reductions across key holdings. The total portfolio value stood at $4.89 billion, with significant weight carried by Technology and Energy sectors.
Across the top holdings disclosed, a clear pattern emerged: substantial decreases in share count for all listed positions during the reporting period. Martin减持了GARMIN (GRMN), PLEXUS (PLXS), EVERPURE (PSTG), EXPAND ENERGY (CHK), VIASAT (VSAT), COTERRA (CTRA), ARISTA NETWORKS (ANET), COGNEX (CGNX), AKAMAI (AKAM), and SEMTECH (SMTC). The magnitude of these reductions varied, with shares decreasing by as much as 21.22% for SEMTECH and as little as 4.47% for VIASAT.
These reductions translate directly into value adjustments. For instance, the stake in SEMTECH, a Technology company, saw a significant reduction of 21.22% in shares, impacting its position. Similarly, holdings in Energy companies like COTERRA and EXPAND ENERGY also experienced notable share declines.
Specifically, the Garmin (GRMN) holding, a Technology stock, saw a reduction of 4.86% in shares, while the PLEXUS (PLXS) stake decreased by 6.05%. EVERPURE (PSTG) shares fell by 4.71%, and EXPAND ENERGY (CHK) saw a 6.92% reduction. VIASAT (VSAT) experienced a 4.47% decrease, and COTERRA (CTRA) lost 5.64% of its shares.
Technology-focused holdings like ARISTA NETWORKS (ANET) and COGNEX (CGNX) also faced reductions, with decreases of 7.07% and 7.16% respectively. AKAMAI (AKAM) saw a 6.54% reduction. The Technology sector overall, represented by these top holdings, experienced substantial share declines.
Notably, no new positions were disclosed in this filing. Furthermore, while all top holdings listed are still present, the data does not confirm if any positions were fully exited during the quarter. For detailed analysis of these holdings, including company profiles, please visit GARMIN LTD, PLEXUS CORP, EVERPURE INC, and other companies mentioned.
For a comprehensive view of Fred Martin's investment strategy and performance, consider exploring his profile at Disciplined Growth Investors.