Fred Martin
Net sellingDisciplined Growth Investors Inc /Mn — managed by Fred Martin; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR
New
Added
Exited
By what price implies: 25 demand a demanding growth rate, 10 modest.
13F × valuation
Valuation posture
Of 24 valued US positions, 3 trade below a conservative value band (as of 2026-09-03):
- Intuit ComINTU33% · below
- Ziprecruiter Inc Cl AZIP29% · below
- Gentex Corp ComGNTX2% · below
13F · concentration
Lonely conviction
4Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):
- Plexus Corp ComPLXS7% · 1
- Garmin Ltd ShsGRMN5% · 2
- Proto Labs Inc ComPRLB3% · 2
- Akamai Technologies ComAKAM3% · 2
SEC 13F · latest filing
Holdings
- Plexus Corp ComPLXSCore 8qValue$433.2MValuation—Holders1Weight7.3%
- Viasat Inc ComVSATCore 8qValue$425.9MValuation—Holders3Weight7.2%
- Everpure Inc Cl APCore 8qValue$366.1MValuation—Holders3Weight6.2%
- Garmin Ltd ShsGRMNCore 8qValue$315.2MValuation—Holders2Weight5.3%
- Value$303.8MValuation—Holders4Weight5.1%
- Value$299.8MValuation—Holders4Weight5.1%
- Value$214.0MValuation—Holders4Weight3.6%
- Value$194.0MValuation—Holders2Weight3.3%
- Value$193.3MValuation—Holders2Weight3.3%
- Value$174.3MValuation—Holders9Weight3.0%
- Value$167.5MValuation—Holders1Weight2.8%
- Value$163.6MValuation—Holders6Weight2.8%
- Value$158.5MValuation—Holders2Weight2.7%
- Value$154.6MValuation—Holders4Weight2.6%
- Value$144.4MValuation—Holders3Weight2.4%
- Value$133.1MValuation—Holders1Weight2.3%
- Value$132.1MValuation—Holders4Weight2.2%
- Value$122.8MValuation—Holders4Weight2.1%
- Value$121.4MValuation—Holders2Weight2.1%
- Value$115.3MValuationBelow valueHolders4Weight2.0%
- Value$109.0MValuation—Holders6Weight1.8%
- Doubleverify Hldgs Inc ComDVAdding 4qValue$105.0MValuationBelow value· unconf.Holders2Weight1.8%
- Value$101.0MValuation—Holders3Weight1.7%
- Monday.Com LtdMNDYAdding 3qValue$91.5MValuation—Holders2Weight1.5%
- Value$78.1MValuation—Holders2Weight1.3%
Showing top 25 of 58 positions
About this investor
About this investor
Portfolio overview
Disciplined Growth Investors Inc /Mn's most recent 13F filing, for the quarter ended 2026-06-30, reports 58 positions worth $5.91B. The top 5 holdings represent 31% of that value, a broadly diversified portfolio.
The single largest position is Plexus Corp Com at 7.3% of the portfolio, followed by Viasat Inc Com at 7.2% and Everpure Inc Cl A at 6.2%.
Against the prior quarter, Fred Martin opened 3 new positions, exited 6, added to 27, and trimmed 27. The largest new buy was Devon Energy Corp New Com. The most notable sale was the full exit from Coterra Energy Inc Com.
Across all 8 quarters on file, Plexus Corp Com has appeared in every filing, as has Viasat Inc Com. Plexus Corp Com currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
Fred Martin has no positions in the strike zone right now. Browse the whole market by value band
Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14
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