Maren Capital LLC: SIMPSON MFG INC (SSD): Quarterly 13F Position History
As of Q2 2026, Maren Capital LLC reported 513,029 shares of SIMPSON MFG INC (SSD), worth $107.4M and representing 5.0% of its 13F equity book. Quarter-over-quarter share count change: + 2,639 (+0.5%) . The position first appeared in Q4 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 513,029Shares Held (Latest Filing)
- $107.4MReported Market Value (Latest Filing)
- 5.0%Portfolio Weight (% of 13F Equity Book)
- +2,639Quarter-over-Quarter Share Change
- +$19.8MQuarter-over-Quarter Value Change
- 513,029Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 513,029 | +2,639 | +0.5% | $107.4M | 5.0% | $209.3 |
| Q1 2026 | 510,390 | 1,366 | -0.3% | $87.6M | 4.6% | $171.6 |
| Q4 2025 | 511,756 | +88,667 | +21.0% | $82.6M | 4.4% | $161.5 |
| Q3 2025 | 423,089 | +41,570 | +10.9% | $70.9M | 3.9% | $167.5 |
| Q2 2025 | 381,519 | +58,294 | +18.0% | $59.3M | 3.6% | $155.3 |
| Q1 2025 | 323,225 | +35,573 | +12.4% | $50.8M | 3.5% | $157.1 |
| Q4 2024 | 287,652 | +46,129 | +19.1% | $47.7M | 3.6% | $165.8 |
| Q3 2024 | 241,523 | +42,227 | +21.2% | $46.2M | 3.8% | $191.3 |
| Q2 2024 | 199,296 | +117,466 | +143.5% | $33.6M | 3.2% | $168.5 |
| Q1 2024 | 81,830 | +3,575 | +4.6% | $16.8M | 1.6% | $205.2 |
| Q4 2023 | 78,255 | – | – | $15.5M | 2.0% | $198.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Maren Capital LLC first disclose a SSD position in 13F-HR filings?
Maren Capital LLC first reported SIMPSON MFG INC (SSD) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was Maren Capital LLC's most recent quarter-over-quarter share-count change in SSD?
Between Q1 2026 and Q2 2026, Maren Capital LLC added 2,639 shares of SSD (+0.5%), bringing the total reported position to 513,029 shares at a market value of $107.4M.
Does the implied price-per-share represent Maren Capital LLC's cost basis in SSD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.