Added to YB: 2026-01-08
Pitch date: 2026-01-05
CNRD [neutral]
Conrad Industries, Inc.
-3.74%
current return
Author Info
No bio for this author
Company Info
Conrad Industries, Inc. operates as a shipbuilder in the United States. The company offers new construction, repair and conversion, engineering experts, computer-aided manufacturing, and LNG industry services.
Market Cap
$193.7M
Pitch Price
$26.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Machinery
Category
turnaround
Phenom Capital 2025 Portfolio Update (+59%) - Part 1: Conrad Industries, Inc.
CNRD (holding update): Shares tripled from avg cost on barge replacement cycle thesis playing out. Still largest holding despite trimming. Earnings rising, political tailwinds, expanding into modern shipbuilding. Recent Samsung partnership + COC language suggests potential buyout catalyst.
Read full article (1 min)