ND
Nicole Dunderdale Portfolio
Invests via Snyder Capital Management LP | Managed by Nicole Dunderdale
Invests via Snyder Capital Management LP
Managed by Nicole Dunderdale
Automatically Tracked
Nicole Dunderdale Profile
Nicole Dunderdale stands out as an influential figure in corporate governance, with a robust track record in steering organizations through complex transformations. Her leadership experience encompasses various high-profile roles where she has shaped strategic initiatives and operational efficiencies within firms facing competitive challenges. By fostering collaborative environments, she cultivates innovative solutions that resonate with stakeholders and enhance organizational performance. Through her insights into market trends and regulatory landscapes, she remains at the forefront of promoting best practices in compliance and risk management across industries. Nicole's expertise not only supports business resilience but also drives long-term value creation for investors.
Nicole Dunderdale stands out as an influential figure in corporate governance, with a robust track record in steering organizations through complex transformations. Her leadership experience encompasses various high-profile roles where she has shaped strategic initiatives and operational efficiencies within firms facing competitive challenges. By fostering collaborative environments, she cultivates innovative solutions that resonate with stakeholders and enhance organizational performance. Through her insights into market trends and regulatory landscapes, she remains at the forefront of promoting best practices in compliance and risk management across industries. Nicole's expertise not only supports business resilience but also drives long-term value creation for investors.
Investment Philosophy & Strategy
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
107.59%
Gain +10.94%
Monthly
1.57%
Yearly
20.56%
Drawdown
31.79%
$36.11B
Equity
Holdings
$36.11B
Investment
$32.81B
$15.41B
Profit +$480.03M
Realized
$12.11B
Unrealized
$3.3B
Dividends
$1.69B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
10.94%
Profit
$480.03M
Win %
73%
This Week
Compared To Last Week
Gain
0.82%
Profit
$295.2M
Win %
73%
This Month
Compared to last month
Gain
0.76%
Profit
$273.22M
Win %
73%
This Year
Compared to last year
Gain
-5.42%
Profit
-$46.88M
Win %
75%
COHR Coherent Corp.
+5.35%
+$4.3M 
AEIS Advanced Energy Industries Inc.
+2.4%
+$1.57M 
ENTG Entegris, Inc.
+1.46%
+$3.46M 
ADI Analog Devices, Inc.
+1.35%
+$1.17M 
PDFS Pdf Solutions Inc.
+1.26%
+$568,698.35 
BDN Brandywine Realty Trust
+1.2%
+$16,852.5 
POWI Power Integrations Inc.
+1.18%
+$1.02M 
HALO Halozyme Therapeutics Inc.
+1.07%
+$2.8M 
RBC RBC Bearings Incorporated
+0.98%
+$1.32M 
KEYS Keysight Technologies, Inc.
+0.86%
+$627,077.91 
VNO Vornado Realty Trust
+0.75%
+$6,041.63 
APH Amphenol Corporation
+0.7%
+$1.43M 
SXT Sensient Technologies Corporation
+0.64%
+$612,234.23 
HXL Hexcel Corporation
+0.49%
+$160,915.95 
AME Ametek Inc.
+0.44%
+$787,673.87 
CXT Crane NXT Co.
+0.4%
+$134,486.1 
FCX Freeport-McMoRan Inc.
+0.35%
+$67,850 
WCN Waste Connections Inc.
+0.32%
+$423,236.03 
IEX IDEX Corporation
+0.29%
+$286,618.8 
BWXT Bwx Technologies Inc.
+0.28%
+$507,367.54 
APG Api Group Corporation
+0.26%
+$202,123.15 
SCHW Charles Schwab Corporation
+0.24%
+$209,825.75 
WWD Woodward Inc.
+0.08%
+$103,090.5 
PB Prosperity Bancshares Inc.
+0.02%
+$14,183.48 
GSS Golden Star Resources Ltd
0%
$0 
PAAS Pan American Silver Corp.
0%
$0 
TUP Tupperware Brands Corporation
0%
$0 
RRD RR Donnelley & Sons Co
0%
$0 
BGG Briggs & Stratton Corp
0%
$0 
PIR Pier 1 Imports Inc
0%
$0 0019
001957208
0%
$0 6821
682160106
0%
$0 9029
902984103
0%
$0 UCOM
UCOMA
0%
$0 3567
35671D105
0%
$0 7171
71713U102
0%
$0 MAY
MAY
0%
$0 CHRS
CHRS
0%
$0 LUK
LUK
0%
$0 KMG
KMG
0%
$0 BGPI
BGPIQ
0%
$0 LIZ
LIZ
0%
$0 CSTR
CSTR
0%
$0 OEH
OEH
0%
$0 USTR
USTR
0%
$0 2466
246688105
0%
$0 5779
577904204
0%
$0 3518
351807102
0%
$0 6294
629407107
0%
$0 DBRN
DBRN
0%
$0 9322
932270101
0%
$0 GTK
GTK
0%
$0 BGC
BGC
0%
$0 6550
655042109
0%
$0 WWCA
WWCA
0%
$0 7495
74955J108
0%
$0 LDG
LDG
0%
$0 TECU
TECUA
0%
$0 ARJ
ARJ
0%
$0 CKR
CKR
0%
$0 VVTV
VVTV
0%
$0 ZLC
ZLC
0%
$0 9120
912080108
0%
$0 FUR
FUR
0%
$0 4530
453077109
0%
$0 HRP
HRP
0%
$0 SCRA
SCRA
0%
$0 SBTV
SBTV
0%
$0 KORI
KORIY
0%
$0 2703
270319106
0%
$0 AMB
AMB
0%
$0 CEI
CEI
0%
$0 PP
PP
0%
$0 UNA
UNA
0%
$0 SHLM
SHLM
0%
$0 LAF
LAF
0%
$0 BAM
BAM
0%
$0 CBJ
CBJ
0%
$0 OCLR
OCLR
0%
$0 GOLD
GOLD
0%
$0 2186
21869Q108
0%
$0 PLA
PLA
0%
$0 5311
531182103
0%
$0 4969
496902107
0%
$0 PLAA
PLAA
0%
$0 MTRM
MTRM
0%
$0 2844
284470101
0%
$0 8795
87956P105
0%
$0 3518
351860101
0%
$0 DMFD
DMFDF
0%
$0 MTRM
MTRMP
0%
$0 4532
453258808
0%
$0 
INTU Intuit Inc.
-2.46%
-$853,550.97 
RLI RLI Corp.
-2.38%
-$498,440.16 
CCC CCC Intelligent Solutions Holdings Inc.
-2.35%
-$811,119.96 
GFI Gold Fields Ltd. Sponsored ADR
-2.15%
-$1.68M 
KELYA Kelly Services Inc.
-2%
-$569,497.5 
AGYS Agilysys Inc.
-1.97%
-$463,832.66 
BCO Brink's Company
-1.72%
-$643,167.54 
CRL Charles River Laboratories International, Inc.
-1.52%
-$1.21M 
MGRC McGrath RentCorp
-1.51%
-$800,920.94 
FAF First American Financial Corporation
-1.46%
-$344,133.3 
CBT Cabot Corporation
-1.42%
-$1.41M 
LKQ LKQ Corporation
-1.36%
-$345,056.08 
MTX Minerals Technologies Inc.
-1.35%
-$454,316.16 
MAT Mattel Inc.
-1.2%
-$2,320 
UFI Unifi Inc.
-1.2%
-$21,192.12 
SSNC SS&C Technologies Holdings Inc.
-1.19%
-$2.29M 
KBR KBR Inc.
-1.16%
-$961,517.87 
PBI Pitney Bowes Inc.
-1.16%
-$1,460 
UGI UGI Corporation
-1.15%
-$7.42M 
BRO Brown & Brown Inc.
-1.09%
-$377,540.37 
CACI Caci International Inc.
-1.05%
-$1.05M 
CPRT Copart Inc.
-1.03%
-$470,427.42 
SUN Sunoco L.P.
-0.95%
-$5,400 
SSD Simpson Manufacturing Co., Inc.
-0.87%
-$453,743.96 
HAS Hasbro Inc.
-0.86%
-$1.89M 
PRGO Perrigo Company plc
-0.82%
-$951,500 
STE STERIS plc
-0.77%
-$299,154.41 
WEX Wex Inc.
-0.77%
-$704,028.44 
CCI Crown Castle Inc.
-0.72%
-$335,730.09 
FR First Industrial Realty Trust Inc.
-0.7%
-$444,840 
COLB Columbia Banking System, Inc.
-0.7%
-$161,306.46 
BRX Brixmor Property Group Inc.
-0.64%
-$280,968.36 
FOUR Shift4 Payments, Inc.
-0.6%
-$96,062.5 
HBAN Huntington Bancshares Incorporated
-0.6%
-$301,528.86 
RTO Rentokil Initial plc Sponsored ADR
-0.6%
-$236,855.19 
GBCI Glacier Bancorp Inc.
-0.59%
-$230,978.77 
MAA Mid-America Apartment Communities, Inc.
-0.59%
-$744,527.3 
UCBI United Community Banks, Inc.
-0.57%
-$328,177.2 
RSG Republic Services, Inc.
-0.55%
-$1.39M 
KIM Kimco Realty Corporation
-0.49%
-$37,851 
DVN Devon Energy Corporation
-0.48%
-$56,828.64 
ALLE Allegion plc
-0.45%
-$255,471.81 
AZTA Azenta, Inc.
-0.45%
-$130,881.6 
INGR Ingredion Inc.
-0.43%
-$547,730.1 
CAE CAE Inc.
-0.41%
-$488,030.3 
GGG Graco Inc.
-0.4%
-$227,487.3 
V Visa Inc. Class A
-0.38%
-$259,886.57 
HEI.A Heico Corporation
-0.38%
-$125,623.24 
MA Mastercard Incorporated
-0.37%
-$247,670.9 
NNN NNN REIT, Inc.
-0.34%
-$60,381.72 
CLH Clean Harbors Inc.
-0.31%
-$912,960.18 
MZTI The Marzetti Company
-0.29%
-$41,413.68 
RGS Regis Corporation
-0.29%
-$6,201.2 
MRCY Mercury Systems Inc.
-0.29%
-$141,538.75 
HSIC Henry Schein, Inc.
-0.21%
-$674,462.85 
VVV Valvoline Inc.
-0.2%
-$110,963.56 
ICE Intercontinental Exchange, Inc.
-0.18%
-$154,151.76 
BRKR Bruker Corporation
-0.17%
-$157,114.54 
PRSU Pursuit Attractions and Hospitality
-0.16%
-$35,898.64 
DLB Dolby Laboratories Inc.
-0.16%
-$119,219.76 
TMO Thermo Fisher Scientific Inc.
-0.15%
-$100,384.38 
TJX The TJX Companies, Inc.
-0.11%
-$171,920 
TECH Bio-Techne Corporation
-0.06%
-$142,371.72 
VRE Veris Residential Inc.
-0.05%
-$233 Events
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Dividends
Dividend Analysis
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| Trades 6434 | Longs Won 4667/6434 72% | Profit Factor 9.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $19.36M |
| Average Win $3.68M | Best Trade (Sep 30) $635.18M | Sharpe Ratio -17.88 |
| Average Loss -$1M | Worst Trade (Aug 20) -$45.53M | Z-Score -4.82 (100%) |
| Commissions $0 | Avg. Trade Length 4y 4m 2w 5d | Expectancy $2.39M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957208 | 573,070 | $7.77M | $7.77M | - | - | - | 0.0 |
| 2186 21869Q108 | 5.28M | $26.13M | $26.13M | - | - | - | 0.0 |
| 2466 246688105 | 448,398 | $7.93M | $7.93M | - | - | - | 0.0 |
| 2703 270319106 | 3.43M | $63.44M | $63.44M | - | - | - | 0.0 |
| 2844 284470101 | 3.04M | $8.94M | $8.94M | - | - | - | 0.0 |
| 3518 351807102 | 2.52M | $58.79M | $58.79M | - | - | - | 0.0 |
| 3518 351860101 | 3.59M | $41M | $41M | - | - | - | 0.0 |
| 3567 35671D105 | 644,100 | $5.31M | $5.31M | - | - | - | 0.0 |
| 4530 453077109 | 233,934 | $5.24M | $6.04M | - | $791,861.14 | 15.1% | 0.0 |
| 4532 453258808 | 107,559 | $4.1M | $4.1M | - | - | - | 0.0 |
| 4969 496902107 | 265,700 | $12.78B | $12.78B | - | - | - | 0.0 |
| 5311 531182103 | 2.1M | $6.63M | $6.63M | - | - | - | 0.0 |
| 5779 577904204 | 5.32M | $13.85B | $13.85B | - | - | - | 0.0 |
| 6294 629407107 | 1.21M | $28.91M | $28.91M | - | - | - | 0.0 |
| 6550 655042109 | 35,468 | $1.54M | $1.54M | - | - | - | 0.0 |
| 6821 682160106 | 98,900 | $865,000 | $865,000 | - | - | - | 0.0 |
| 7171 71713U102 | 8,460 | $516,000 | $516,000 | - | - | - | 0.0 |
| 7495 74955J108 | 1.56M | $20.44M | $20.44M | - | - | - | 0.0 |
| 8795 87956P105 | 11,057 | $174,000 | $174,000 | - | - | - | 0.0 |
| 9029 902984103 | 463,045 | $9M | $9M | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Nicole Dunderdale?
The largest contributions to the portfolio's profits come from the following stocks: Brookfield Asset Management Inc - $671.38M, Central European Media Enterprises Ltd - $606.8M, Cabot Microelectronics Corp - $588.18M, USTR - $513.73M, and UGI Corporation - $467.47M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: FMC Corporation - $45.67M, Ascena Retail Group Inc - $25.44M, CEC - $21.92M, II-VI Inc - $21.33M, and 070348110 - $19.96M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicole Dunderdale's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.69B earned over time. The largest contributors to dividend income include Pier 1 Imports Inc - $280.79M, UGI Corporation - $276.21M, Perrigo Company plc - $110.58M, Hasbro Inc - $100.34M, and Mid-America Apartment Communities, Inc - $88.74M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicole Dunderdale's monthly returns?
Nicole Dunderdale's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Nicole Dunderdale's strategy be considered aggressive or moderate?
Nicole Dunderdale's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Nicole Dunderdale's strategy?
Nicole Dunderdale's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
