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Funds (13F)

Snyder Capital Management L P

Backtest from 16 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+14.4%
S&P 500 +14.1%
Last 12 months
+19.4%
S&P 500 +12.1%
Sharpe ratio
0.71
S&P 500 0.78
Biggest drop
−37.3%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $59.1k$57.0k
StrategyS&P 500 $10,000 in Snyder Capital Management L P from 16 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Snyder Capital Management L P's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Snyder Capital Management L P's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+14.4%+14.1%
Total return+491%+470%
Last 12 months+19.4%+12.1%
Last 3 months+2.6%—
Last month+1.4%—
This year so far+14.7%—
Volatility a year18.7%16.0%
Sharpe ratio0.710.78
Biggest drop−37.3%−31.8%
Beta to the S&P 5001.041.00
Alpha a year (t-statistic)+0.3% (0.11)—
Share of weeks up58%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
ENTG5.7%——
CLH4.9%——
BWXT4.3%——
TECH4.0%——
HALO3.4%——
UGI3.3%——
AME3.3%——
WWD3.1%——
SSNC2.7%——
POWI2.6%——
WCN2.6%——
CAE2.2%——
INGR2.2%——
APH2.1%——
HSIC1.9%——
COHR1.9%——
IEX1.8%——
AEIS1.7%——
ADI1.7%——
SXT1.6%——
APG1.6%——
BRKR1.5%——
CBT1.5%——
VVV1.4%——
KBR1.4%——
SCHW1.4%——
KEYS1.4%——
CACI1.3%——
PDFS1.3%——
DLB1.3%——
MRCY1.2%——
PB1.2%——
ICE1.2%——
WEX1.2%——
CRL1.1%——
SSD1.1%——
V1.1%——
MA1.1%——
UCB1.0%——
MGRC1.0%——
GGG1.0%——
HBAN1.0%——
RTO0.9%——
ALLE0.9%——
TMO0.9%——
BRX0.9%——
CCI0.9%——
GBCI0.8%——
CPRT0.8%——
STE0.7%——
CXT0.7%——
HXL0.7%——
MTX0.7%——
BRO0.6%——
BCO0.6%——
MAA0.5%——
INTU0.5%——
LKQ0.5%——
CCC0.5%——
PRSU0.5%——
COLB0.4%——
AGYS0.4%——
FAF0.4%——
AZTA0.4%——
RLI0.4%——
NNN0.4%——
FOUR0.3%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest16 Aug 2013 to 2 Nov 2026+14.4%+14.1%0.710.78−37.3%1.04+0.3% (0.11)
2018 onwards5 Jan 2018 to 2 Nov 2026+13.1%+13.9%0.560.66−37.3%1.03−0.6% (−0.17)
Last three years3 Nov 2023 to 2 Nov 2026+19.3%+21.8%0.921.16−17.7%0.86+0.4% (0.07)
Last year7 Nov 2025 to 2 Nov 2026+20.6%+14.2%1.110.84−8.7%0.69+8.7% (0.75)
DateCompanyAction
14 Aug 2026PRSUBought
15 May 2026INTUBought
15 May 2026BRKRBought
15 May 2026AZTABought
13 Feb 2026FOURBought
13 Feb 2026ALLEBought
14 Nov 2025COLBBought
14 Nov 2025CCCBought
15 Aug 2025CCIBought
21 Feb 2025RTOBought
15 Nov 2024WWDBought
15 Nov 2024WEXBought
15 Nov 2024WCNBought
15 Nov 2024VVVBought
15 Nov 2024VRRMBought
15 Nov 2024VBought
15 Nov 2024UGIBought
15 Nov 2024UCBBought
15 Nov 2024TMOBought
15 Nov 2024TECHBought
15 Nov 2024SXTBought
15 Nov 2024STEBought
15 Nov 2024SSNCBought
15 Nov 2024SSDBought
15 Nov 2024SNPSBought

Dated at the rebalance that made the change.

DateCompanyAction
14 Aug 2026VRRMSold
14 Aug 2026DORMSold
15 May 2026MKLSold
13 Feb 2026FMCSold
14 Nov 2025FCNSold
15 Aug 2025IQVSold
15 Aug 2025CGNXSold
21 Feb 2025SNPSSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest