None · None

SIMPSON MFG INC SSD

Simpson Manufacturing Co., Inc., together with its subsidiaries, designs, engineers, manufactures, and sells structural solutions for wood, concrete, and steel connections in the North America, Europe, and the Asia Pacific. The company provides structural products for wood construction, such as connectors, fasteners, and lateral-force resisting systems; anchor, repair, protection and strengthening products including coatings, sealers, mortars, fiberglass and fiber-reinforced polymer systems and asphalt products.

Company profile

Business mix

  • The company provides structural products for wood construction, such as connectors, fasteners, and lateral-force resisting systems.
  • In addition, the company offers engineering and design services, as well as software solutions. It markets its products to the residential construction, industrial, commercial and infrastructure construction, remodeling and do-it-yourself markets.
  • It offers engineering and design services. It serves its products to dealers, home centers, wood component manufacturers, OEM-relationships, distributors, and contractors industries.
  • The company was founded in 1956 and is headquartered in Pleasanton, California.

Current key questions

  • Can demand and competitive position in lumber & wood production support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
ValueAct Holdings 4.2% $239.9M 2026-03-31
Ariel Investments John Rogers 0.2% $15.7M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $61,955 Estimated from net added shares
Reduction amount $12.7M Estimated from net reduced shares
Net share change / base shares -4.7% -73,739 / 1,563,531
ValueAct Holdings 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.0% 13F value change +$2.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,472,142 Last 1 periods -74,100 (-5.0%) Total shares 1,398,042 Value $239.9M
Ariel Investments John Rogers 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 0.4% 13F value change +$989,552
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 91,389 Last 1 periods +361 (+0.4%) Total shares 91,750 Value $15.7M

Recent mentions

No public mentions.