Fred Martin - Disciplined Growth Investors Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 15, 2025
Total Stocks		64
Portfolio Value		$4.83B

Disciplined Growth Investors Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q4 2021Dec 31, 2021	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-11,493-0.7%	$183.57K	1,568,439
Q4 2021Dec 31, 2021	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-12,057-3.6%	$1.93K	318,732
Q4 2021Dec 31, 2021	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-12,228-0.7%	$20.18K	1,656,861
Q4 2021Dec 31, 2021	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-12,887-3.0%	$269.50K	410,090
Q4 2021Dec 31, 2021	VSAT ViaSat, Inc.	ViaSat, Inc.	Sell	-12,950-0.5%	$127.21K	2,856,120
Q4 2021Dec 31, 2021	GGG Graco Inc.	Graco Inc.	Sell	-13,170-1.9%	$53.46K	663,143
Q4 2021Dec 31, 2021	OTEX Open Text Corporation	Open Text Corporation	Sell	-13,258-0.6%	$107.27K	2,259,340
Q4 2021Dec 31, 2021	DLX Deluxe Corporation	Deluxe Corporation	Sell	-13,488-1.6%	$26.57K	827,491
Q4 2021Dec 31, 2021	POWI Power Integrations, Inc.	Power Integrations, Inc.	Sell	-17,094-1.0%	$164.76K	1,773,711
Q4 2021Dec 31, 2021	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Sell	-18,461-1.8%	$15.38K	1,013,524
Q4 2021Dec 31, 2021	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-19,746-1.3%	$9.99K	1,492,912
Q4 2021Dec 31, 2021	CGNX Cognex Corporation	Cognex Corporation	Sell	-20,385-1.8%	$87.49K	1,125,184
Q4 2021Dec 31, 2021	UAA Under Armour, Inc.	Under Armour, Inc.	Sell	-20,540-0.5%	$82.16K	3,877,284
Q4 2021Dec 31, 2021	THRM Gentherm Inc	Gentherm Inc	Sell	-22,159-1.9%	$100.92K	1,161,346
Q4 2021Dec 31, 2021	SMCI Super Micro Computer, Inc.	Super Micro Computer, Inc.	Sell	-26,407-0.6%	$194.91K	4,434,753
Q4 2021Dec 31, 2021	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Sell	-36,192-0.6%	$106.52K	5,606,249
Q4 2021Dec 31, 2021	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-37,525-2.3%	$122.43K	1,612,606
Q4 2021Dec 31, 2021	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-38,542-2.0%	$50.96K	1,846,490
Q4 2021Dec 31, 2021	STRA Strategic Education, Inc.	Strategic Education, Inc.	Sell	-49,173-5.5%	$49.16K	849,837
Q4 2021Dec 31, 2021	GNTX Gentex Corporation	Gentex Corporation	Sell	-62,616-1.3%	$164.64K	4,724,176
Q4 2021Dec 31, 2021	PSTG Pure Storage, Inc.	Pure Storage, Inc.	Sell	-83,719-1.7%	$162.20K	4,983,094
Q4 2021Dec 31, 2021	CFR Cullen/Frost Bankers, Inc.	Cullen/Frost Bankers, Inc.	Sell - Position Exit	-109,678-100.0%	$0.00	-
Q4 2021Dec 31, 2021	SRI Stoneridge, Inc.	Stoneridge, Inc.	Sell	-116,382-30.0%	$5.37K	271,810
Q4 2021Dec 31, 2021	OSPN OneSpan Inc.	OneSpan Inc.	Sell - Position Exit	-162,112-100.0%	$0.00	-
Q4 2021Dec 31, 2021	CHRS Coherus BioSciences, Inc.	Coherus BioSciences, Inc.	Sell	-218,358-48.1%	$3.77K	236,066
Q4 2021Dec 31, 2021	SWN		Sell	-266,489-1.0%	$125.78K	26,992,101
Q4 2021Dec 31, 2021	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-273,540-76.4%	$16.58K	84,287
Q3 2021Sep 30, 2021	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Buy	+994,243+147.3%	$25.79K	1,669,089
Q3 2021Sep 30, 2021	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+490,521+20.6%	$158.00K	2,869,070
Q3 2021Sep 30, 2021	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+308,664+59.0%	$127.66K	831,730

Page 32 of 91 • 2702 total trades

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