NYSE · Industrials

DUPONT DE NEMOURS INC DD

DuPont de Nemours, Inc. provides technology-based materials and solutions in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa. It operates through two segments, Healthcare & Water Technologies and Diversified Industrials.

Major Chemicals

Company profile

Business mix

  • It operates through two segments, Healthcare & Water Technologies and Diversified Industrials.
  • It also offers AMBERLITE ion exchange resins, FILMTEC reverse osmosis and nanofiltration elements, and INGE and ITEGRATEC ultrafiltration modules.
  • In addition, the company offers engineered products and integrated solutions for the non‑residential, residential, and repair‑and‑remodel construction markets, includes TYVEK house wrap, STYROFOAM insulation, and CORIAN solid surface.
  • Further, it engages in the design and production of engineered components, systems, and process solutions used in OEM and operational applications, such as automotive, aerospace, printing, and packaging.

Current key questions

  • Can demand and competitive position in specialty chemicals support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 147.71 FCF 4.75% Buyback 0.65%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.2% $54.7M 2026-03-31
Soros Fund Management George Soros 0.2% $16.9M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $47.9M Estimated from net added shares
Reduction amount $1.5M Estimated from net reduced shares
Net share change / base shares +184.5% +1,013,709 / 549,381
Soros Fund Management George Soros 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -8.0% 13F value change -$16.4M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 400,000 Last 2 periods -32,000 (-8.0%) Total shares 368,000 Value $16.9M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 358.3% 13F value change +$15.9M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 74.6% 13F value change +$27.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 149,381 Last 2 periods +1,045,709 (+700.0%) Total shares 1,195,090 Value $54.7M
Glenview Capital Management Larry Robbins 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$10.0M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$10.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 2 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.