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 2018Dec 31, 2018	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-12,385-1.3%	$89.42K	934,709
Q4 2018Dec 31, 2018	PAYX Paychex, Inc.	Paychex, Inc.	Sell	-12,953-2.1%	$39.34K	603,893
Q4 2018Dec 31, 2018	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-13,365-1.3%	$43.18K	992,389
Q4 2018Dec 31, 2018	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-14,025-1.5%	$38.84K	916,752
Q4 2018Dec 31, 2018	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-14,605-2.3%	$121.88K	609,000
Q4 2018Dec 31, 2018	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-15,486-4.0%	$177.16K	369,920
Q4 2018Dec 31, 2018	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-17,218-1.3%	$38.96K	1,340,133
Q4 2018Dec 31, 2018	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Sell	-17,669-1.9%	$103.93K	921,466
Q4 2018Dec 31, 2018	MTLS Materialise NV	Materialise NV	Sell	-18,288-2.1%	$17.14K	855,914
Q4 2018Dec 31, 2018	VSAT ViaSat, Inc.	ViaSat, Inc.	Sell	-19,922-1.8%	$63.41K	1,075,721
Q4 2018Dec 31, 2018	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-21,198-1.5%	$66.11K	1,418,416
Q4 2018Dec 31, 2018	GGG Graco Inc.	Graco Inc.	Sell	-21,369-1.5%	$57.85K	1,382,445
Q4 2018Dec 31, 2018	THRM Gentherm Inc	Gentherm Inc	Sell	-21,600-1.2%	$73.93K	1,849,107
Q4 2018Dec 31, 2018	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-22,585-0.5%	$78.12K	4,864,539
Q4 2018Dec 31, 2018	DLB Dolby Laboratories	Dolby Laboratories	Sell	-23,303-1.6%	$91.14K	1,473,854
Q4 2018Dec 31, 2018	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-28,758-1.8%	$163.26K	1,589,259
Q4 2018Dec 31, 2018	PLXS Plexus Corp.	Plexus Corp.	Sell	-31,747-1.1%	$150.17K	2,939,979
Q4 2018Dec 31, 2018	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-40,860-3.0%	$167.90K	1,305,470
Q4 2018Dec 31, 2018	UAA Under Armour, Inc.	Under Armour, Inc.	Sell	-46,818-2.0%	$40.30K	2,281,012
Q4 2018Dec 31, 2018	SNBR Sleep Number Corporation	Sleep Number Corporation	Sell	-47,409-1.3%	$114.35K	3,603,954
Q4 2018Dec 31, 2018	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-54,316-7.6%	$39.32K	662,448
Q4 2018Dec 31, 2018	SMCI Super Micro Computer, Inc.	Super Micro Computer, Inc.	Sell	-60,528-1.6%	$51.38K	3,723,248
Q4 2018Dec 31, 2018	GNTX Gentex Corporation	Gentex Corporation	Sell	-81,915-1.9%	$86.46K	4,278,183
Q4 2018Dec 31, 2018	INTU Intuit Inc.	Intuit Inc.	Sell	-134,341-11.6%	$201.96K	1,025,960
Q4 2018Dec 31, 2018	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-148,593-7.2%	$293.34K	1,915,111
Q4 2018Dec 31, 2018	OTEX Open Text Corporation	Open Text Corporation	Sell	-195,413-3.6%	$172.83K	5,301,469
Q4 2018Dec 31, 2018	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-222,973-31.5%	$866.00	483,873
Q4 2018Dec 31, 2018	SWN		Sell	-281,374-2.2%	$43.35K	12,711,364
Q4 2018Dec 31, 2018	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell - Position Exit	-1,906,783-100.0%	$0.00	-
Q3 2018Sep 30, 2018	SWN		Buy	+600,290+4.8%	$66.39K	12,992,738

Page 56 of 91 • 2702 total trades

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