Fred Martin Disciplined Growth Investors Portfolio Update March 2026
Fred Martin's $4.89 billion portfolio at Disciplined Growth Investors held as of March 31, 2026, featured significant changes in holdings like Garmin and Akamai.
Fred Martin's portfolio at Disciplined Growth Investors, valued at approximately $4.89 billion as of March 31, 2026, showed notable shifts in its top holdings during the period.
Garmin Ltd (GRMN) saw a reduction in holdings, with shares decreased by 4.86%. Plexus Corp (PLXS) and Everpure Inc (PSTG) also experienced significant share declines of 6.05% and 4.71%, respectively. Energy sector holdings like Expand Energy (CHK) and Coterria Energy (CTRA) similarly decreased, with share reductions of 6.92% and 5.64%. Several other holdings, including Akamai Technologies (AKAM) and Arista Networks (ANET), also saw reductions, with shares down by 6.54% and 7.07%.
For more detailed information on Fred Martin's investment activities, please visit Disciplined Growth Investors' profile. Detailed analysis of individual stock holdings can be found at InsiderSet.