What smart money is saying about DuPont de Nemours, Inc.
No fund has written a full thesis on DuPont de Nemours, Inc. in our archive, but 1 fund letter reports a position in it, most recently Schafer Cullen ESG Value Equity Strategy in December 2025.
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Position history
Every position in DuPont de Nemours, Inc. on record in the archive was reported in Q4 2025, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- December 2025
“In the Materials sector, our position in DuPont de Nemours returned 24.0% during the quarter, primarily due to the successful spin-off of its electronics business into Qnity Electronics, a third quarter earnings beat that led to raised full-year guidance, and the announcement of a $2 billion stock repurchase program.”
DuPont de Nemours, Inc.
Also mentioned · 1
These funds discuss DuPont de Nemours, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedNexPoint Event Driven FundDecember 2025
“U.S. corporate activity in the fourth quarter reflected an intensifying focus on portfolio optimization and shareholder value realization, with boards and management teams increasingly turning to spin-offs, strategic reviews, and divestitures as mechanisms to unlock equity value. While the volume of completed spin-offs was moderate, the quarter featured several spins, including Maple Leaf’s spin-off of Canada Packers Inc., Honeywell’s spin-off of Solstice, DuPont’s spin-off of Qnity Electronics, and Unilever’s spin-off of The Magnum Ice Cream Company.”
DuPont de Nemours, Inc.
Read the letters behind these DuPont de Nemours, Inc. positions
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