DISCIPLINED GROWTH INVESTORS INC /MN

CIK

1050442

City

MINNEAPOLIS

State / Country

MN

Stock

GNRC — Generac Holdings Inc.

Top Portfolio Positions

61 positions · $4,894,322,074 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
GRMN	Garmin Ltd Technology	1,331,441	$308,907,626	6.31%
PLXS	Plexus Corp Technology	1,494,619	$302,720,132	6.19%
P	Everpure, Inc. Technology	4,666,777	$275,526,514	5.63%
EXE	EXPAND ENERGY Corp Energy	2,373,302	$260,541,093	5.32%
VSAT	Viasat Inc Technology	5,660,688	$259,259,510	5.30%
CTRA	Coterra Energy Inc. Energy	6,395,098	$224,723,743	4.59%
ANET	Arista Networks, Inc. Technology	1,810,993	$222,353,720	4.54%
CGNX	Cognex Corp Technology	4,322,075	$211,738,454	4.33%
AKAM	Akamai Technologies Inc Technology	1,658,792	$190,512,261	3.89%
SMTC	Semtech Corp Technology	2,206,748	$169,676,853	3.47%

Portfolio Trend

25 quarters · across all stocks

Holdings in GNRC

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$113,472,666	580,928	-7.5%	Shares	Sole	2026-05-15
2025-12-31	$85,609,813	627,776	+1.5%	Shares	Sole	2026-02-17
2025-09-30	$103,489,023	618,214	-3.5%	Shares	Sole	2025-11-14
2025-06-30	$91,728,725	640,519	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$81,520,425	643,667	+56.7%	Shares	Sole	2025-05-15
2024-12-31	$63,678,569	410,697	+6.5%	Shares	Sole	2025-02-14
2024-09-30	$61,261,585	385,584	+5.6%	Shares	Sole	2024-11-15
2024-06-30	$48,261,357	365,008	+1.8%	Shares	Sole	2024-08-15
2024-03-31	$45,248,057	358,713	+7.7%	Shares	Sole	2024-05-15
2023-12-31	$43,042,348	333,042	+8.2%	Shares	Sole	2024-02-14
2023-09-30	$33,525,030	307,682	+102.4%	Shares	Sole	2023-11-15
2023-06-30	$22,673,426	152,038	-4.0%	Shares	Sole	2023-08-14
2023-03-31	$17,110,944	158,420	-10.6%	Shares	Sole	2023-05-15
2022-12-31	$17,835,140	177,182	+142.9%	Shares	Sole	2023-02-14
2022-09-30	$12,994,244	72,944	—	Shares	Sole	2022-11-15
No 13F history on record for this holder in this stock.