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Snyder Capital Management, L.P.

Scott Molinaroli · Asset Manager · Value

Snyder Capital Management, L.P. is an independent, San Francisco-based investment management firm founded in 1984 by Alan Snyder. The firm specializes in long-term, fundamental value-oriented equity strategies, particularly within the U.S. small-cap and small/mid-cap segments. Since 2016, the firm has been 100% employee-owned following a management buyout from its former parent company, Natixis Global Asset Management. Snyder’s investment approach focuses on identifying high-quality, underappreciated companies with sustainable competitive advantages and strong cash flow characteristics. By purchasing these businesses at significant discounts to their estimated intrinsic value, the firm aims to deliver superior risk-adjusted returns for its institutional and individual client base.

Simulated Performance

MetricValue
Total return+27.9%
YTD return+20.1%
Sharpe ratio4.29
Win rate56%
AUM$3.1B
InceptionOct 1, 2025
UpdatedSep 3, 2026

Institution Status

FieldValue
AUM$3.1B
TurnoverLow (<15%)
Avg holding18 Months
InceptionOct 1, 2025
Websitehttps://www.snydercapital.com

Current Holdings

Updated on Sep 3, 2026.

TickerNamePortfolio %Return
CLHClean Harbors Inc9.1%+34.2%
HALOHalozyme Therapeutics Inc8.0%+43.3%
ENTGEntegris Inc7.6%+27.7%
TECHBio-Techne Corp7.3%+19.5%
UGIUGI Corporation6.6%+8.9%
SSNCSS&C Technologies Holdings Inc6.5%+6.7%
BWXTBWX Technologies Inc6.0%-11.4%
AMEAmetek Inc5.8%+18.3%
WCNWaste Connections Inc4.6%-1.2%
WWDWoodward Inc4.5%+24.3%
RBCRBC Bearings Incorporated4.4%+16.1%
INGRIngredion Incorporated4.2%-13.2%
HSICHenry Schein Inc3.7%+30.8%
APHAmphenol Corporation3.3%+27.3%
IEXIDEX Corporation3.2%+9.9%
SXTSensient Technologies Corporation3.2%+7.0%
CACICACI International Inc3.1%-2.1%
POWIPower Integrations Inc3.0%-2.7%
WEXWex Inc3.0%-1.2%
SCHWCharles Schwab Corp2.9%-1.6%

Recent activity

DateActionTickerWeight
Aug 31, 2026SELLAPG2.9% → 0.0%
Aug 31, 2026BUYWEX0.0% → 3.0%
Aug 31, 2026SELLBWXT6.6% → 6.0%
Aug 31, 2026SELLAPH3.3% → 3.3%
Aug 31, 2026BUYSSNC6.0% → 6.5%

Investment Style Analysis

Snyder Capital Management, L.P. is widely recognized for employing a Value strategy. As of Sep 3, 2026, the firm oversees approximately $3.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Biotechnology and Waste Management sectors, reflecting a high-conviction approach to capital allocation.

Recent Market Moves

During the latest rebalancing period ending Aug 31, Snyder Capital Management, L.P. made a significant move by reducing the position in APG. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.

Investment Philosophy

Snyder Capital Management follows a disciplined, bottom-up investment philosophy rooted in fundamental research and relative value analysis. The firm seeks to build portfolios of high-quality companies that possess unique market niches, solid balance sheets, and experienced management teams. A key component of their strategy is identifying underappreciated businesses undergoing material positive changes that have not yet been fully reflected in their market valuation. With a long-term perspective and low portfolio turnover, Snyder focuses on exploiting market inefficiencies and misperceptions of company strength to achieve consistent, superior investment outcomes while maintaining a strong alignment of interests with their clients.

Disclaimer

The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Snyder Capital Management, L.P..

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Frequently asked questions

How is the simulated portfolio for Snyder Capital Management, L.P. constructed?

This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.

What is Snyder Capital Management, L.P.'s largest holding?

As of the latest filing, Snyder Capital Management, L.P.'s top position is Clean Harbors Inc (CLH), representing 9.1% of the portfolio. This reflects a high-conviction bet by the institution.

What is Snyder Capital Management, L.P.'s historical performance and risk profile?

Our simulation indicates a total return of +27.9% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 4.29, suggesting an exceptional level of risk-adjusted returns compared to the broader market.

What sectors does Snyder Capital Management, L.P. primarily invest in?

Snyder Capital Management, L.P. has a strong preference for the Biotechnology sector, which makes up 15.3% of their disclosed assets. The portfolio also has exposure to Waste Management, indicating a specific thematic focus.

Is Snyder Capital Management, L.P.'s portfolio concentrated or diversified?

Snyder Capital Management, L.P. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.

How has Snyder Capital Management, L.P. performed in 2026?

Our AI-simulated model portfolio for Snyder Capital Management, L.P. tracks a Year-to-Date (YTD) return of +20.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.

Does Scott Molinaroli manage Snyder Capital Management, L.P. directly?

Yes, Scott Molinaroli serves as the key portfolio manager for Snyder Capital Management, L.P., overseeing the investment strategy and final capital allocation decisions.