SEC 13F Intelligence

Valueact Holdings, L.P. / SSD

Valueact Holdings, L.P.’s Simpson Mfg Inc Position

Does Valueact Holdings, L.P. own Simpson Mfg Inc (SSD)? Yes — 1.40M shares worth $240M (+4.20% of its 13F portfolio) as of Q1 2026, down from 1.47M shares the prior filed quarter.

Position Value
$240M
Q1 2026
Shares
1.40M
% of Portfolio
+4.20%
Quarters Held
4
currently held

Position History SSD

Reported value by quarter
Q2 ’25: $218MQ2 ’25Q3 ’25: $202MQ3 ’25Q4 ’25: $238MQ4 ’25Q1 ’26: $240MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.40M$240M+4.20%
Q4 20251.47M$238M+3.38%
Q3 20251.21M$202M+3.41%
Q2 20251.41M$218M+3.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valueact Holdings, L.P.’s full portfolio or all institutional holders of SSD.