Midway Capital Research & Management DD — DUPONT DE NEMOURS INC

Ownership history in Midway Capital Research & Management  ·  4 quarters on record

AI Ownership Summary

Midway Capital Research & Management reported DUPONT DE NEMOURS INC (DD) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 1.25% in 2026 Q1. The latest visible filing shows DD at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Midway Capital Research & Management's position in DUPONT DE NEMOURS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DD was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DD stock page Midway Capital Research & Management fund profile Midway Capital Research & Management full holdings
How Midway Capital Research & Management held DD — position size vs. price
% of Fund (quarterly)    DD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 9,840 +35 +0.4% 1.08% $1.3M 2026-10-20 $132.96
2026 Q2 REDUCED 66.0% -3.0% ✅ 9,805 -19,043 -66.0% 1.06% $1.3M 2026-07-14 $133.58
2026 Q1 ADDED — — — 28,848 +471 +1.7% 1.25% $1.3M 2026-04-13 $140.27
2025 Q4 INITIATED — — — 28,377 — — 1.11% $1.1M 2026-03-03 $143.61

🏢 Other funds also holding DD

As of 2026 Q3 — sorted by position size

Drummond Knight Asset Management Pty Ltd 7.37% FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3Y 7Y 2.96% Brookmont Capital Management 3Y 7Y 1.64% ANCHOR CAPITAL ADVISORS LLC 3Y 7Y 1.27% CORBYN INVESTMENT MANAGEMENT INC/MD 3Y 7Y 1.05% Mondrian Investment Partners LTD 3Y 7Y 1.05% OUTFITTERS FINANCIAL LLC 3Y 0.98% WILKINS INVESTMENT COUNSEL INC 3Y 7Y 0.96% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 0.9% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 0.86%

FAQ About Midway Capital Research & Management and DD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Midway Capital Research & Management reported owning DD?

Midway Capital Research & Management reported DD across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported DD position in Midway Capital Research & Management's portfolio?

The largest reported portfolio weight for DD was 1.25% in 2026 Q1.

What is the latest reported DD position on this page?

The most recent filing on this page is 2026 Q3, when Midway Capital Research & Management reported 9,840 shares, equal to 1.08% of portfolio, with an estimated market value of $1.3M.

What does the chart on this DD ownership page compare?

The chart compares Midway Capital Research & Management's quarterly DD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Midway Capital Research & Management time their DD position?

Based on 13F filing dates vs. subsequent DD price moves, Midway Capital Research & Management correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on DD relative to SPY over the holding period was -28.0%.

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