13F Portfolios

Maren Capital LLC: SIMPSON MFG INC (SSD): Quarterly 13F Position History

As of Q1 2026, Maren Capital LLC reported 510,390 shares of SIMPSON MFG INC (SSD), worth $87.6M and representing 4.6% of its 13F equity book. Quarter-over-quarter share count change: 1,366 (-0.3%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
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, not 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 10 reported quarters within Pactolio's tracked window.

What was Maren Capital LLC's most recent quarter-over-quarter share-count change in SSD?

Between Q4 2025 and Q1 2026, Maren Capital LLC reduced its SSD position by 1,366 shares (-0.3%), leaving 510,390 shares at a market value of $87.6M.

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.