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
Q4 2015Dec 31, 2015
IRBT
iRobot Corporation
Sell
-2,400-0.6%
Q4 2015Dec 31, 2015
LLFLQ
LL Flooring Holdings, Inc.
Sell
-3,050-1.2%
Q4 2015Dec 31, 2015
RL
Ralph Lauren Corporation
Sell
-3,550-0.8%
Q4 2015Dec 31, 2015
MTLS
Materialise NV
Sell
-4,150-0.6%
Q4 2015Dec 31, 2015
MIDD
The Middleby Corporation
Sell
-4,290-0.2%
Q4 2015Dec 31, 2015
TRIP
TripAdvisor, Inc.
Sell
-4,350-0.9%
Q4 2015Dec 31, 2015
DLB
Dolby Laboratories
Sell
-4,650-0.6%
Q4 2015Dec 31, 2015
AKAM
Akamai Technologies, Inc.
Sell
-4,975-0.3%
Q4 2015Dec 31, 2015
CEVA
CEVA, Inc.
Sell
-5,325-0.9%
Q4 2015Dec 31, 2015
THRM
Gentherm Inc
Sell
-7,626-1.0%
Q4 2015Dec 31, 2015
CAKE
The Cheesecake Factory Incorpor
Sell
-8,450-0.8%
Q4 2015Dec 31, 2015
GGG
Graco Inc.
Sell
-9,775-2.0%
Q4 2015Dec 31, 2015
SYNA
Synaptics Incorporated
Sell
-10,025-1.0%
Q4 2015Dec 31, 2015
SMCI
Super Micro Computer, Inc.
Sell
-10,075-0.4%
Q4 2015Dec 31, 2015
FDS
FactSet Research Systems Inc.
Sell
-14,325-2.2%
Q4 2015Dec 31, 2015
MCHP
Microchip Technology Incorporat
Sell
-15,525-1.6%
Q4 2015Dec 31, 2015
INTU
Intuit Inc.
Sell
-16,300-0.9%
Q4 2015Dec 31, 2015
PAYX
Paychex, Inc.
Sell
-17,500-2.6%
Q4 2015Dec 31, 2015
VSAT
ViaSat, Inc.
Sell
-19,225-3.2%
Q4 2015Dec 31, 2015
TJX
TJX Companies, Inc. (The)
Sell
-19,940-0.8%
Q4 2015Dec 31, 2015
ALGN
Align Technology, Inc.
Sell
-21,675-1.8%
Q4 2015Dec 31, 2015
ETD
Ethan Allen Interiors Inc.
Sell
-22,175-0.9%
Q4 2015Dec 31, 2015
PLXS
Plexus Corp.
Sell
-22,575-0.7%
Q4 2015Dec 31, 2015
MYGN
Myriad Genetics, Inc.
Sell
-30,125-2.2%
Q4 2015Dec 31, 2015
ADSK
Autodesk, Inc.
Sell
-43,150-2.2%
Q4 2015Dec 31, 2015
GNTX
Gentex Corporation
Sell
-69,625-1.5%
Q4 2015Dec 31, 2015
JBLU
JetBlue Airways Corporation
Sell
-123,300-2.8%
Q4 2015Dec 31, 2015
TDC
Teradata Corporation
Sell - Position Exit
-717,128-100.0%
Q3 2015Sep 30, 2015
SWN
Buy - Position Entry
+2,007,825
Q3 2015Sep 30, 2015
SMCI
Super Micro Computer, Inc.
Buy
+789,975+49.5%
Page 76 of 912702 total trades