Fred Martin - Disciplined Growth Investors Portfolio

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

Disciplined Growth Investors Activity

DateSymbolTypeQuantity
Q1 2021Mar 31, 2021
CTRA
Coterra Energy Inc.
Sell
-704,453-11.4%
Q1 2021Mar 31, 2021
SFIX
Stitch Fix, Inc.
Sell
-781,893-24.8%
Q1 2021Mar 31, 2021
SWN
Sell
-3,191,090-11.0%
Q4 2020Dec 31, 2020
VSAT
ViaSat, Inc.
Buy
+1,500,175+140.0%
Q4 2020Dec 31, 2020
UAA
Under Armour, Inc.
Buy
+1,471,887+48.9%
Q4 2020Dec 31, 2020
SFIX
Stitch Fix, Inc.
Buy
+1,098,955+53.5%
Q4 2020Dec 31, 2020
ALRM
Alarm.com Holdings, Inc.
Buy
+766,170+133.7%
Q4 2020Dec 31, 2020
STRA
Strategic Education, Inc.
Buy
+637,658+198.4%
Q4 2020Dec 31, 2020
GEOS
Geospace Technologies Corporati
Buy
+569,510+72.3%
Q4 2020Dec 31, 2020
DLB
Dolby Laboratories
Buy
+454,376+36.4%
Q4 2020Dec 31, 2020
AKAM
Akamai Technologies, Inc.
Buy
+208,056+19.4%
Q4 2020Dec 31, 2020
MLKN
MillerKnoll, Inc.
Buy - Position Entry
+49,896
Q4 2020Dec 31, 2020
TELL
Buy - Position Entry
+25,000
Q4 2020Dec 31, 2020
VKTX
Viking Therapeutics, Inc.
Buy - Position Entry
+20,000
Q4 2020Dec 31, 2020
ENLC
EnLink Midstream, LLC
Buy - Position Entry
+15,637
Q4 2020Dec 31, 2020
ET
Energy Transfer LP
Buy - Position Entry
+11,452
Q4 2020Dec 31, 2020
AAPL
Apple Inc.
Buy - Position Entry
+2,727
Q4 2020Dec 31, 2020
ANET
Arista Networks, Inc.
Sell
-2,333-3.5%
Q4 2020Dec 31, 2020
CFR
Cullen/Frost Bankers, Inc.
Sell
-3,562-2.7%
Q4 2020Dec 31, 2020
SNA
Snap-On Incorporated
Sell
-4,858-2.1%
Q4 2020Dec 31, 2020
FDS
FactSet Research Systems Inc.
Sell
-5,856-3.5%
Q4 2020Dec 31, 2020
SRI
Stoneridge, Inc.
Sell
-7,555-4.3%
Q4 2020Dec 31, 2020
IPGP
IPG Photonics Corporation
Sell
-7,746-3.2%
Q4 2020Dec 31, 2020
SRDX
Surmodics, Inc.
Sell
-8,601-5.7%
Q4 2020Dec 31, 2020
PAYX
Paychex, Inc.
Sell
-9,544-2.4%
Q4 2020Dec 31, 2020
PRO
PROS Holdings, Inc.
Sell
-9,600-5.8%
Q4 2020Dec 31, 2020
ZUMZ
Zumiez Inc.
Sell
-10,657-5.2%
Q4 2020Dec 31, 2020
MSM
MSC Industrial Direct Company,
Sell
-11,967-3.3%
Q4 2020Dec 31, 2020
CHRS
Coherus BioSciences, Inc.
Sell
-13,771-2.9%
Q4 2020Dec 31, 2020
DLTH
Duluth Holdings Inc.
Sell
-14,281-1.4%
Page 39 of 912702 total trades