Form 13F security

SIMPSON MFG INC

Class COM

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
ValueAct Holdings, L.P.2026-06-30$174M3.1%SH 830,642
ARIEL INVESTMENTS, LLC2026-06-30$21M0.2%SH 99,589
Bridgewater Associates, LP2026-06-30$8.1M<0.1%SH 38,770

Total $203M across 3 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

ARIEL INVESTMENTS, LLC — Combined report.

ValueAct Holdings, L.P. — Combined report.

Filed rows (5) — as filed

The filer reports some securities in multiple rows; rows are shown as filed.

ManagerClassPut/callValue% of portfolioSH/PRN qtySource
ValueAct Holdings, L.P.COM$174M3.1%SH 830,6420001418814-26-000003
ARIEL INVESTMENTS, LLCCOM$17M0.2%SH 82,3090000936753-26-000050
Bridgewater Associates, LPCOM$8.1M<0.1%SH 38,7700001350694-26-000003
ARIEL INVESTMENTS, LLCCOM$3.3M<0.1%SH 15,8930000936753-26-000050
ARIEL INVESTMENTS, LLCCOM<$1M<0.1%SH 1,3870000936753-26-000050

Quarter-to-quarter notes

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

Newly reported by Bridgewater Associates, LP.

No longer reported by Fisher Asset Management, LLC — Ken Fisher.

Changes appear only where the prior quarter's validated report exists.