Added to YB: 2026-01-08
Pitch date: 2026-01-05
CNRD [neutral]
Conrad Industries, Inc.
+8.5%
current return
Author Info
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Company Info
Conrad Industries, Inc. engages in the construction, conversion, and repair of various steel and aluminum marine vessels in the United States.
Market Cap
$195.7M
Pitch Price
$26.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
9.04
EV/Sales
N/A
Sector
Machinery
Category
turnaround
Show full summary:
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)