Fred Martin
Net sellingDisciplined Growth Investors Inc /Mn — managed by Fred Martin; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR
New
Added
Exited
13F × valuation
Valuation posture
Of 16 valued US positions, 1 trade below a conservative value band (as of 2026-07-21):
- Intuit ComINTU34% · below
13F · concentration
Lonely conviction
5Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-03-31):
- Garmin Ltd ShsGRMN6% · 2
- Plexus Corp ComPLXS6% · 1
- Everpure Inc Cl AP6% · 1
- Viasat Inc ComVSAT5% · 2
- Interdigital Inc ComIDCC3% · 1
SEC 13F · latest filing
Holdings
- Garmin Ltd ShsGRMNCore 8qValue$308.9MValuation—Holders2Weight6.3%
- Plexus Corp ComPLXSCore 8qValue$302.7MValuation—Holders1Weight6.2%
- Everpure Inc Cl APCore 8qValue$275.5MValuation—Holders1Weight5.6%
- Value$260.5MValuation—Holders4Weight5.3%
- Viasat Inc ComVSATCore 8qValue$259.3MValuation—Holders2Weight5.3%
- Value$224.7MValuation—Holders7Weight4.6%
- Value$222.4MValuation—Holders3Weight4.6%
- Value$211.7MValuation—Holders4Weight4.3%
- Value$190.5MValuation—Holders3Weight3.9%
- Value$169.7MValuation—Holders3Weight3.5%
- Value$168.1MValuation—Holders1Weight3.4%
- Value$142.4MValuation—Holders3Weight2.9%
- Value$141.2MValuation—Holders1Weight2.9%
- Value$133.0MValuation—Holders4Weight2.7%
- Value$113.6MValuation—Holders3Weight2.3%
- Value$113.5MValuation—Holders6Weight2.3%
- Value$111.8MValuation—Holders5Weight2.3%
- Value$100.3MValuation—Holders1Weight2.1%
- Value$98.8MValuation—Holders4Weight2.0%
- Value$98.0MValuation—Holders1Weight2.0%
- Value$82.9MValuation—Holders2Weight1.7%
- Value$80.5MValuation—Holders4Weight1.6%
- Value$76.1MValuation—Holders2Weight1.6%
- Value$72.2MValuation—Holders2Weight1.5%
- Value$62.0MValuation—Holders1Weight1.3%
Showing top 25 of 61 positions
About this investor
About this investor
Portfolio overview
Disciplined Growth Investors Inc /Mn's most recent 13F filing, for the quarter ended 2026-03-31, reports 61 positions worth $4.89B. The top 5 holdings represent 29% of that value, a broadly diversified portfolio.
The single largest position is Garmin Ltd Shs at 6.3% of the portfolio, followed by Plexus Corp Com at 6.2% and Everpure Inc Cl A at 5.6%.
Against the prior quarter, Fred Martin opened 2 new positions, exited 2, added to 6, and trimmed 53. The largest new buy was Dynatrace Inc. The most notable sale was the full exit from Broadcom Inc Com.
Across all 8 quarters on file, Garmin Ltd Shs has appeared in every filing, as has Plexus Corp Com. Garmin Ltd Shs 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 2026-03-31 · filed 2026-05-15
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