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What smart money is saying about Simpson ManufacturingUnited States flag

SSD · Basic Materials · Construction Materials · Market cap $6.81B

2 funds in our archive have pitched Simpson Manufacturing, most recently FPA Queens Road Small Cap Value Fund in September 2026.

Company profile

Simpson Manufacturing Co., Inc., through its various divisions, stands as a prominent entity specializing in the conceptualization, engineering, production, and distribution of vital components for both wood and concrete construction projects. The company offers an extensive catalog of products for timber and light-frame construction. This includes a robust selection of connectors, strong truss plates, advanced fastening solutions, and a variety of fasteners, alongside essential shearwalls and pre-engineered lateral bracing systems. These items are tailored for traditional wood framing, specialized timber construction, and modern offsite building methodologies. For concrete applications, Simpson provides a comprehensive suite of materials. This encompasses mechanical and adhesive anchoring systems, specialized chemical compounds, carbide drill bits, and powder-actuated tools. Their offerings also extend to fiber-reinforced substances and a range of repair and protective agents, such as adhesives, grouts, sealers, coatings, mortars, fiberglass and fiber-reinforced polymer systems, and asphalt-based products. These are critical for the construction, repair, reinforcement, and protection of concrete, masonry, and steel structures. Moreover, their connector and lateral system expertise also supports structural steel and cold-formed steel frameworks. Beyond physical products, Simpson Manufacturing delivers specialized engineering and design consultation services. They also develop sophisticated software tools aimed at simplifying the process of product specification, selection, and effective deployment for their clientele. The company caters to a diverse customer base, including residential builders, light industrial and commercial construction firms, remodeling contractors, and even the do-it-yourself market. Its global footprint is substantial, encompassing the United States and Canada, a wide array of European nations (France, the United Kingdom, Germany, Denmark, Switzerland, Portugal, Poland, the Netherlands, Belgium, Spain, Sweden, and Norway), and key Asia-Pacific markets (Australia, New Zealand, China, Taiwan, and Vietnam). Established in 1956, Simpson Manufacturing Co., Inc. is headquartered in Pleasanton, California.

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4
Reported positions
2
Bought
0
Sold
5
Letters

Position history

Between Q2 2025 and Q3 2026, 4 fund letters reported a position in Simpson Manufacturing, with 2 buys (opened or added).

Fund letters reporting a position in Simpson Manufacturing, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261101
Q4 20251100
Q3 20251000
Q2 20251001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 4 positions · 2 moves

Fund coverage · 2 theses

  • Simpson Manufacturing sells construction fastening products and is viewed as a long-term compounder with strong market share gains and expansion opportunities.

    Read the full thesis
  • Simpson Manufacturing Co., Inc. is a leading North American provider of engineered structural connectors that ensures building safety and integrity through essential, code-specified products and an unmatched service model, creating a strong competitive advantage and growth potential.

    Read the full thesis

Read every full thesis on Simpson Manufacturing

Read all 2 theses in full, with each fund's reasoning, and get unlimited access to the archive.

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