CIK 1050477
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-03-20). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-03-20. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| MOLINAROLI, SCOTT, LADD | LIMITED PARTNER | 2016-01 | 25–50% ·◆ |
| RAFFERTY, GARY, MICHAEL | CFO & LIMITED PARTNER | 2016-01 | 25–50% ·◆ |
| SWAIN, CHARLES, EDWARD | LIMITED PARTNER | 2016-01 | 25–50% ·◆ |
| DUNDERDALE, NICOLE, FRANCINE | CHIEF COMPLIANCE OFFICER | 2024-10 | <5% |
| SNYDER CAPITAL MANAGEMENT INC. ("SCMI")entity | GENERAL PARTNER | 1997-05 | <5% ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| HERRMAN, ANN, MARIE | CHIEF COMPLIANCE OFFICER | 2024-03 | — not seen at a tracked firm |
| EISELE, PETER, ANDREW | CHAIRMAN, CEO & LIMITED PARTNER · CHAIRMAN, CEO & DIRECTOR OF GP | 2023-03 | — not seen at a tracked firm |
| REICHER, SETH, ADAM | PRESIDENT & LIMITED PARTNER · PRESIDENT & DIRECTOR OF GP · PRESIDENT | 2018-03 | — not seen at a tracked firm |
| COMMER, SONJA, LEE | CHIEF COMPLIANCE OFFICER | 2017-03 | — not seen at a tracked firm |
| WARD, ERIC, NORMAN | DIRECTOR OF GP | 2015-03 | HARRIS ASSOCIATES L P, GATEWAY INVESTMENT ADVISERS LLC, VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
| ORFANOS, JAMES, T | DIRECTOR OF GP | 2015-03 | GATEWAY INVESTMENT ADVISERS LLC |
| WRATCHFORD, SHARON, MARIE | DIRECTOR OF GP | 2014-04 | — not seen at a tracked firm |
| WILKINSON, DUNCAN, BORGER ELLERTON | DIRECTOR OF GP | 2014-04 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
