Michael Braner Portfolio
Invests via 325 Capital LLC | Managed by Michael Braner, Dan Friedberg, Anil Shrivastava
Invests via 325 Capital LLC
Managed by Michael Braner, Dan Friedberg, Anil Shrivastava
Automatically Tracked
Michael Braner Profile
Michael Braner stands out as an accomplished investor-operator, leveraging his extensive experience in the technology and finance sectors. With a strong background in scaling startups and leading growth initiatives, he has successfully navigated complex market landscapes. His leadership roles encompass both operational management and strategic investment activities within various entrepreneurial ventures. This blend of skills enables him to not only identify innovative opportunities but also drive significant value creation across portfolios. Currently, he plays a crucial role in guiding emerging companies toward sustainable profitability while fostering collaboration between diverse stakeholders.
Michael Braner stands out as an accomplished investor-operator, leveraging his extensive experience in the technology and finance sectors. With a strong background in scaling startups and leading growth initiatives, he has successfully navigated complex market landscapes. His leadership roles encompass both operational management and strategic investment activities within various entrepreneurial ventures. This blend of skills enables him to not only identify innovative opportunities but also drive significant value creation across portfolios. Currently, he plays a crucial role in guiding emerging companies toward sustainable profitability while fostering collaboration between diverse stakeholders.
Investment Philosophy & Strategy
Grounded in a thorough understanding of market dynamics, Michael Braner pursues investment opportunities that capitalize on technological advancements. His unique blend of operational insight and strategic foresight informs his approach to identifying high-potential startups ripe for growth. By fostering a culture of innovation, he emphasizes creating value through active engagement rather than passive ownership. This entrepreneurial mindset not only drives business development but also aligns investor interests with long-term success. His leadership capabilities extend beyond individual investments to shaping the trajectory of entire sectors, making him a pivotal figure in advancing disruptive technologies.
Grounded in a thorough understanding of market dynamics, Michael Braner pursues investment opportunities that capitalize on technological advancements. His unique blend of operational insight and strategic foresight informs his approach to identifying high-potential startups ripe for growth. By fostering a culture of innovation, he emphasizes creating value through active engagement rather than passive ownership. This entrepreneurial mindset not only drives business development but also aligns investor interests with long-term success. His leadership capabilities extend beyond individual investments to shaping the trajectory of entire sectors, making him a pivotal figure in advancing disruptive technologies.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
225.95%
Gain +1.73%
Monthly
1.91%
Yearly
25.46%
Drawdown
34.17%
$357.02M
Equity
Holdings
$357.02M
Investment
$309.2M
$145.52M
Profit +$3.52M
Realized
$97.69M
Unrealized
$47.83M
Dividends
$1.2M
Goals
Avg. 19% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.73%
Profit
$3.52M
Win %
43%
This Week
Compared To Last Week
Gain
1%
Profit
$3.52M
Win %
43%
This Month
Compared to last month
Gain
2.04%
Profit
$7.13M
Win %
43%
This Year
Compared to last year
Gain
-12.44%
Profit
-$50.71M
Win %
46%
BTMD Biote Corp.
+5.26%
+$318,368.89 
ASTH Astrana Health Inc.
+4.26%
+$2.61M 
LFCR Lifecore Biomedical, Inc.
+3.15%
+$376,464.53 
MPAA Motorcar Parts of America, Inc.
+1.76%
+$383,571.05 
AIOT PowerFleet Inc.
+1.67%
+$264,150 
MSAI Multisensor AI Holdings Inc.
+1.66%
+$52,979.52 
BLBD Blue Bird Corporation
+0.92%
+$405,492.3 
MGNI Magnite, Inc.
+0.29%
+$238,888.58 Events
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Dividends
Dividend Analysis
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| Trades 87 | Longs Won 52/87 59% | Profit Factor 2.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.79M |
| Average Win $4.52M | Best Trade (Sep 02) $31.19M | Sharpe Ratio -11.93 |
| Average Loss -$2.56M | Worst Trade (Apr 12) -$18.08M | Z-Score -2.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w | Expectancy $1.67M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.33% | 6.7% |
| Consecutive Losing Trades | 140 | 126 | 112 | 98 | 84 | 70 | 56 | 42 | 28 | 14 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AIOT PowerFleet Inc. | 5.28M | $30.84M | $16.11M | - | -$14.72M | -47.75% | +1.667% |
 APEI American Public Education, Inc. | 1.18M | $15.54M | $52.59M | - | $37.05M | 238.33% | -1.135% |
| ASTH Astrana Health Inc. | 1.61M | $48.33M | $63.91M | - | $15.58M | 32.23% | +4.265% |
| BLBD Blue Bird Corporation | 711,390 | $14.18M | $44.4M | - | $30.22M | 213.07% | +0.922% |
| BTMD Biote Corp. | 4.55M | $28.7M | $6.37M | - | -$22.33M | -77.82% | +5.263% |
 DBD Diebold Nixdorf Inc. | 242,084 | $16.8M | $15.74M | - | -$1.06M | -6.34% | -0.93% |
| LFCR Lifecore Biomedical, Inc. | 2.9M | $17.85M | $12.31M | - | -$5.54M | -31.06% | +3.155% |
| MGNI Magnite, Inc. | 3.41M | $63.03M | $81.36M | - | $18.32M | 29.07% | +0.294% |
| MPAA Motorcar Parts of America, Inc. | 2.02M | $25.2M | $22.21M | - | -$3M | -11.89% | +1.758% |
| MSAI Multisensor AI Holdings Inc. | 662,244 | $3.48M | $3.24M | - | -$238,407.84 | -6.86% | +1.663% |
 SPIR Spire Global Inc. | 2.97M | $34.44M | $33.62M | - | -$826,010.24 | -2.4% | -0.788% |
 TACT TransAct Technologies Inc. | 1.01M | $10.79M | $5.18M | - | -$5.61M | -51.99% | -0.775% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Michael Braner?
The largest contributions to the portfolio's profits come from the following stocks: Astronics Corporation - $65.71M, American Public Education, Inc - $20.88M, Blue Bird Corporation - $16.34M, Zeta Global Holdings Corp - $7.57M, and Digi International Inc - $3.73M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Multisensor AI Holdings Inc - $19.06M, NextGen Healthcare Inc - $2.52M, Heartland Express Inc - $2.17M, iShares Russell 2000 ETF - $649,644.42, and Cohu Inc - $496,524.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Braner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.2M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $976,618.09, InterDigital, Inc - $116,012.4, Heartland Express Inc - $84,385.4, and iShares Russell 2000 ETF - $22,209.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Braner's monthly returns?
Michael Braner's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Michael Braner's strategy be considered aggressive or moderate?
Michael Braner's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Michael Braner's strategy?
Michael Braner's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
