John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Simpson Manufacturing Co., Inc. (SSD)
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Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 91,750 0.18 Add 0.40% <0.01 $161.43–211.98 · VW $182.13i $15,746,135 SEC
2025   Q4 91,389 0.16 Reduce 1.57% <0.01 $156.32–187.02 · VW $169.60i $14,756,583 SEC
2025   Q3 92,850 0.17 Reduce 14.51% 0.03 $154.22–197.82 · VW $178.84i $15,548,661 SEC
2025   Q2 108,613 0.19 Reduce 2.59% <0.01 $137.35–167.21 · VW $154.81i $16,868,685 SEC
2025   Q1 111,496 0.21 Add 3.40% <0.01 $152.74–181.99 · VW $164.67i $17,513,791 SEC
2024   Q4 107,828 0.19 Reduce 2.23% <0.01 $162.49–197.82 · VW $180.96i $17,881,117 SEC
2024   Q3 110,291 0.22 Reduce 29.94% 0.09 $161.39–197.38 · VW $183.25i $21,095,360 SEC
2024   Q2 157,420 0.29 Reduce 53.60% 0.38 $157.42–205.88 · VW $172.76i $26,529,993 SEC
2024   Q1 339,283 0.70 Reduce 14.60% 0.12 $175.60–218.38 · VW $197.08i $69,614,086 SEC
2023   Q4 397,310 0.80 Reduce 6.27% 0.04 $123.93–202.14 · VW $158.58i $78,659,434 SEC
2023   Q3 423,898 0.68 Reduce 12.97% 0.08 $132.28–166.03 · VW $153.71i $63,504,160 SEC
2023   Q2 487,072 0.65 Reduce 22.62% 0.15 $102.13–140.83 · VW $124.04i $67,459,473 SEC
2023   Q1 629,419 0.67 Add 0.57% <0.01 $89.52–115.45 · VW $106.50i $69,009,499 SEC
2022   Q4 625,824 0.56 Reduce 2.40% 0.01 $75.25–99.18 · VW $87.55i $55,485,556 SEC
2022   Q3 641,208 0.55 Add 0.20% <0.01 $76.96–110.22 · VW $93.00i $50,271,000 SEC
2022   Q2 639,936 0.64 Add 0.42% <0.01 $87.73–112.62 · VW $103.83i $64,384,000 SEC
2022   Q1 637,237 0.62 Reduce 5.91% 0.05 $107.17–139.54 · VW $116.54i $69,485,000 SEC
2021   Q4 677,240 0.79 Reduce 5.01% 0.04 $104.95–141.26 · VW $121.78i $94,184,000 SEC
2021   Q3 712,944 0.70 Add 2.40% 0.02 $104.40–116.43 · VW $110.69i $76,264,000 SEC
2021   Q2 696,242 0.72 Add 2.25% 0.02 $102.91–119.77 · VW $111.13i $76,893,000 SEC
2021   Q1 680,927 0.70 Add 8.96% 0.06 $91.25–109.85 · VW $99.81i $70,633,000 SEC
2020   Q4 624,907 0.66 Add 7.74% 0.05 $86.20–101.69 · VW $91.95i $58,398,000 SEC
2020   Q3 580,001 0.82 Reduce 18.77% 0.17 $78.00–104.34 · VW $95.33i $56,353,000 SEC
2020   Q2 713,992 0.92 Reduce 22.62% 0.23 $56.32–95.65 · VW $76.17i $60,232,000 SEC
2020   Q1 922,707 1.00 Reduce 28.54% 0.37 $47.02–88.25 · VW $73.07i $57,189,000 SEC
2019   Q4 1,291,242 1.30 Reduce 23.31% 0.37 $67.05–85.36 · VW $80.18i $103,596,000 SEC
2019   Q3 1,683,608 1.57 Reduce 0.63% <0.01 $57.36–69.76 · VW $64.11i $116,792,000 SEC
2019   Q2 1,694,228 1.43 Reduce 7.15% 0.10 $58.56–67.52 · VW $63.25i $112,598,000 SEC
2019   Q1 1,824,623 1.35 Reduce 0.49% <0.01 $52.52–61.79 · VW $58.67i $108,145,000 SEC
2018   Q4 1,833,666 1.39 Add 3.33% 0.04 $49.54–73.43 · VW $58.39i $99,256,000 SEC
2018   Q3 1,774,558 1.44 Reduce 2.66% 0.03 $59.32–78.36 · VW $72.73i $128,584,000 SEC
2018   Q2 1,823,128 1.31 Reduce 3.08% 0.04 $54.40–67.32 · VW $60.70i $113,380,000 SEC
2018   Q1 1,881,040 1.27 Add 9.33% 0.11 $54.85–60.95 · VW $57.53i $108,329,000 SEC
2017   Q4 1,720,558 1.14 Reduce 2.76% 0.03 $48.32–61.62 · VW $57.25i $98,777,000 SEC
2017   Q3 1,769,398 1.04 Add 0.47% <0.01 $41.79–49.56 · VW $45.04i $86,771,000 SEC
2017   Q2 1,761,167 0.94 Add 0.38% <0.01 $39.82–44.35 · VW $41.91i $76,981,000 SEC
2017   Q1 1,754,423 0.92 Reduce 7.82% 0.08 $41.06–45.43 · VW $43.40i $75,598,000 SEC
2016   Q4 1,903,201 1.03 Reduce 22.66% 0.31 $40.84–48.41 · VW $44.76i $83,265,000 SEC
2016   Q3 2,460,804 1.37 Reduce 6.78% 0.09 $38.98–45.50 · VW $42.89i $108,152,000 SEC
2016   Q2 2,639,761 1.39 Reduce 11.91% 0.17 $36.99–40.00 · VW $38.70i $105,511,000 SEC
2016   Q1 2,996,560 1.45 Reduce 0.57% <0.01 $30.25–38.33 · VW $34.16i $114,379,000 SEC
2015   Q4 3,013,810 1.29 Reduce 0.19% <0.01 $33.14–38.45 · VW $36.38i $102,922,000 SEC
2015   Q3 3,019,620 1.34 Reduce 3.95% 0.05 $32.83–37.09 · VW $34.74i $101,127,000 SEC
2015   Q2 3,143,670 1.29 Reduce 1.90% 0.03 $32.59–37.55 · VW $34.14i $106,885,000 SEC
2015   Q1 3,204,540 1.48 Add 0.81% 0.01 $31.16–38.20 · VW $35.13i $119,754,000 SEC
2014   Q4 3,178,871 1.40 Add 8.26% 0.11 $28.80–35.55 · VW $32.95i $109,989,000 SEC
2014   Q3 2,936,246 1.22 Add 24.63% 0.24 $29.05–37.26 · VW $31.62i $85,592,000 SEC
2014   Q2 2,355,891 1.16 Reduce 7.68% 0.09 $31.40–37.09 · VW $34.06i $85,660,000 SEC
2014   Q1 2,551,991 1.23 Reduce 2.05% 0.03 $30.88–36.81 · VW $34.24i $90,162,000 SEC
2013   Q4 2,605,336 1.32 Add 0.78% 0.01 $30.50–37.49 · VW $35.29i $95,694,000 SEC
2013   Q3 2,585,223 1.40 Add 1.48% 0.02 $29.15–33.60 · VW $31.92i $84,201,000 SEC
2013   Q2 2,547,643 1.42 Reduce 0.73% 0.01 $27.49–32.42 · VW $29.34i $74,952,000 SEC
2013   Q1 2,566,438 1.55 Add 15.08% 0.20 $27.92–34.33 · VW $31.01i $78,559,000 SEC
2012   Q4 2,230,058 1.75 Add 0.29% <0.01 $28.09–33.85 · VW $31.34i $73,124,000 SEC
2012   Q3 2,223,608 1.58 Reduce 0.31% <0.01 $23.22–30.39 · VW $26.36i $63,640,000 SEC
2012   Q2 2,230,608 1.70 Add 2.66% 0.04 $25.98–32.77 · VW $29.36i $65,825,000 SEC
2012   Q1 2,172,848 1.69 Add 19.65% 0.28 $28.58–35.06 · VW $31.92i $70,074,000 SEC
2011   Q4 1,816,045 1.65 Add 6.88% 0.11 $23.43–35.23 · VW $31.22i $61,128,000 SEC
2011   Q3 1,699,115 1.33 Add 66.21% 0.53 $23.86–30.57 · VW $27.08i $42,359,000 SEC
2011   Q2 1,022,290 0.67 Buy 0.67 $26.05–30.39 · VW $28.27i $30,536,000 SEC
Price snapshot:
Current price$185.60
Avg. buy price$50.49
+/- since buy267.60%
52-week low$155.54
52-week high$213.18