DISCIPLINED GROWTH INVESTORS INC /MN

Q4 2013 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
12/31/2013
Date filed
2/12/2014
Form type
13F-HR
Num holdings
87
Total value ($000)
$3,838,977
Net value change ($000)
—
New positions
87
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/15/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TJX 172,944 —
OTEX 162,845 —
INTU 155,641 —
MIDD 155,597 —
STX 147,104 —
TRMB 142,574 —
PLXS 141,688 —
CABELAS INC 131,994 —
ETN 124,160 —
BBWI 106,688 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type