TP
Tricia Peterson Portfolio
Invests via Mesirow Institutional Investment Management Inc. | Managed by Tricia Peterson
Invests via Mesirow Institutional Investment Management Inc.
Managed by Tricia Peterson
Automatically Tracked
Tricia Peterson Profile
With a dynamic background in corporate finance and strategic development, Tricia Peterson stands out as a seasoned investor-operator. Her career trajectory includes leading high-impact initiatives across technology sectors, where she has cultivated valuable expertise in market expansion and product innovation. Known for her keen insights into growth-stage companies, Peterson plays an integral role in steering investments toward high-potential ventures that drive industry evolution. Furthermore, her leadership experience encompasses serving on the boards of emerging firms, enhancing their governance frameworks while promoting sustainable business practices. This multifaceted approach positions her as a key contributor to shaping competitive landscapes within rapidly evolving markets.
With a dynamic background in corporate finance and strategic development, Tricia Peterson stands out as a seasoned investor-operator. Her career trajectory includes leading high-impact initiatives across technology sectors, where she has cultivated valuable expertise in market expansion and product innovation. Known for her keen insights into growth-stage companies, Peterson plays an integral role in steering investments toward high-potential ventures that drive industry evolution. Furthermore, her leadership experience encompasses serving on the boards of emerging firms, enhancing their governance frameworks while promoting sustainable business practices. This multifaceted approach positions her as a key contributor to shaping competitive landscapes within rapidly evolving markets.
Investment Philosophy & Strategy
Opportunity recognition is at the forefront of Tricia Peterson's investment strategy, reflecting her profound understanding of dynamic market trends and evolving consumer needs. Drawing from extensive leadership experience in corporate finance and strategic development, she is adept at identifying high-potential startups poised for significant growth. Her background in technology equips her with a unique lens to evaluate innovations that disrupt traditional markets. By leveraging insights gained from active board participation, she emphasizes cultivating strong governance structures that enhance long-term sustainability within invested companies. This holistic approach not only accelerates operational efficiencies but also contributes significantly to shaping competitive advantages.
Opportunity recognition is at the forefront of Tricia Peterson's investment strategy, reflecting her profound understanding of dynamic market trends and evolving consumer needs. Drawing from extensive leadership experience in corporate finance and strategic development, she is adept at identifying high-potential startups poised for significant growth. Her background in technology equips her with a unique lens to evaluate innovations that disrupt traditional markets. By leveraging insights gained from active board participation, she emphasizes cultivating strong governance structures that enhance long-term sustainability within invested companies. This holistic approach not only accelerates operational efficiencies but also contributes significantly to shaping competitive advantages.
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:
35.32%
Gain +0.72%
Monthly
0.96%
Yearly
12.19%
Drawdown
21.92%
$1.42B
Equity
Holdings
$1.42B
Investment
$1.06B
$508.53M
Profit +$11.6M
Realized
$151.74M
Unrealized
$356.79M
Dividends
$74.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$11.6M
Win %
67%
This Week
Compared To Last Week
Gain
3.4%
Profit
$46.63M
Win %
67%
This Month
Compared to last month
Gain
2.91%
Profit
$40.13M
Win %
67%
This Year
Compared to last year
Gain
9.19%
Profit
$119.31M
Win %
67%
VECO Veeco Instruments Inc.
+8.29%
+$1.96M 
EVH Evolent Health Inc.
+4.69%
+$90,174.87 
NCNO nCino, Inc.
+3.94%
+$7,780.7 
ENTG Entegris, Inc.
+3.86%
+$137,860.8 
KD Kyndryl Holdings Inc.
+3.77%
+$342,441.62 
TROX Tronox Holdings plc
+3.75%
+$358,523.52 
LITE Lumentum Holdings Inc.
+3.59%
+$199,364.92 
IP International Paper Company
+3.48%
+$91,753.15 
ASPN Aspen Aerogels Inc.
+3.41%
+$93,028.65 
ENOV Enovis Corporation
+3.2%
+$242,056.35 
AESI Atlas Energy Solutions Inc.
+3.1%
+$243,825.39 
CG The Carlyle Group Inc.
+2.69%
+$101,653.2 
SGRY Surgery Partners Inc.
+2.48%
+$221,948.57 
ITT Itt Inc.
+2.15%
+$381,610.36 
FRME First Merchants Corporation
+2.13%
+$245,725.04 
STAG Stag Industrial Inc.
+2.03%
+$314,568.87 
CCJ Cameco Corporation
+2.01%
+$104,218.29 
HL Hecla Mining Company
+2%
+$898,329.9 
CPA Copa Holdings S.A.
+2%
+$353,616 
MZTI The Marzetti Company
+1.96%
+$4,573.05 
AXS AXIS Capital Holdings Limited
+1.94%
+$74,781.71 
LAZ Lazard Ltd.
+1.91%
+$220,571.8 
NOG Northern Oil and Gas Inc.
+1.79%
+$9,238.51 
AR Antero Resources Corporation
+1.75%
+$323,352.6 
PNR Pentair plc
+1.71%
+$51,380.64 
CFG Citizens Financial Group, Inc.
+1.68%
+$64,731.52 
COLB Columbia Banking System, Inc.
+1.66%
+$320,668.62 
REDWX GreenFi Redwood Fund
+1.65%
+$5,510.7 
IPAR Inter Parfums, Inc.
+1.63%
+$180,726.25 
PB Prosperity Bancshares Inc.
+1.57%
+$292,928.16 
FIBK First Interstate Bancsystem Inc.
+1.5%
+$240,500.7 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+1.48%
+$200,885.35 
PIPR Piper Sandler Companies
+1.46%
+$179,043.84 
NGVT Ingevity Corporation
+1.45%
+$220,221.21 
SW Smurfit WestRock PLC
+1.45%
+$35,853.36 
RMBS Rambus Inc.
+1.45%
+$835,203.71 
SFNC Simmons First National Corporation
+1.44%
+$297,900.8 
ALK Alaska Air Group Inc.
+1.41%
+$232,894.86 
SAM The Boston Beer Company Inc.
+1.37%
+$133,389.97 
HWC Hancock Whitney Corporation
+1.36%
+$288,845.63 
POR Portland General Electric Co.
+1.32%
+$154,612.92 
AXTA Axalta Coating Systems Ltd.
+1.32%
+$177,927.98 
QTWO Q2 Holdings Inc.
+1.32%
+$94,334.43 
EGP EastGroup Properties Inc.
+1.29%
+$59,283 
NWN Northwest Natural Holding Company
+1.25%
+$186,178.33 
NI NiSource Inc.
+1.22%
+$67,221.81 
MTH Meritage Homes Corporation
+1.17%
+$90,755.8 
FLR Fluor Corporation
+1.16%
+$261,620.6 
HLIO Helios Technologies, Inc.
+1.15%
+$255,579.84 
TCBI Texas Capital Bancshares Inc.
+1.15%
+$252,773.45 
PR Permian Resources Corporation
+1.14%
+$40,952.78 
GTES Gates Industrial Corporation plc
+1.12%
+$225,926.4 
NJR New Jersey Resources Corporation
+1.1%
+$13,831.2 
OCFC OceanFirst Financial Corp.
+1.09%
+$103,805.4 
ATR AptarGroup, Inc.
+0.98%
+$99,837.78 
DT Dynatrace, Inc.
+0.97%
+$10,939.5 
BXMT Blackstone Mortgage Trust Inc
+0.96%
+$152,713.58 
NTST Netstreit Corp.
+0.94%
+$119,686.51 
KMPR Kemper Corporation
+0.93%
+$67,715.22 
VTR Ventas Inc.
+0.83%
+$31,462.2 
BCO Brink's Company
+0.82%
+$129,963.06 
MRCY Mercury Systems Inc.
+0.82%
+$427,817.04 
WHD Cactus Inc.
+0.8%
+$5,644.23 
MWA Mueller Water Products Inc.
+0.78%
+$161,706.8 
MTDR Matador Resources Company
+0.77%
+$74,440.21 
XBI SPDR S&P Biotech ETF
+0.75%
+$5,464.95 
BMRN Biomarin Pharmaceutical Inc.
+0.73%
+$161.19 
ELF Elf Beauty Inc.
+0.72%
+$52,742.36 
IRT Independence Realty Trust Inc.
+0.72%
+$92,466.72 
LNT Alliant Energy Corporation
+0.69%
+$32,273.54 
GNTX Gentex Corporation
+0.62%
+$65,798.24 
KRG Kite Realty Group Trust
+0.62%
+$87,979.73 
IVV iShares Core S&P 500 ETF
+0.58%
+$19,496.25 
FHN First Horizon Corporation
+0.56%
+$138,035.94 
SIGI Selective Insurance Group Inc.
+0.54%
+$92,170.5 
NSA National Storage Affiliates Trust
+0.46%
+$47,856.27 
CUBE CubeSmart
+0.4%
+$10,975.14 
HHH Howard Hughes Holdings Inc.
+0.28%
+$33,730.51 
FTI TechnipFMC plc
+0.27%
+$97,427.25 
SHO Sunstone Hotel Investors Inc.
+0.21%
+$15,727.98 
LNTH Lantheus Holdings, Inc.
+0.19%
+$24,804.6 
MSA Msa Safety Inc.
+0.19%
+$4,477.5 
DX Dynex Capital Inc.
+0.15%
+$16,418.46 
STNE StoneCo Ltd.
+0.09%
+$10,850.71 
AHH Armada Hoffler Properties, Inc.
0%
$0 
EQT
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
PTEN Patterson-UTI Energy Inc.
0%
$0 
UDR
0%
$0 
VBTX Veritex Holdings Inc.
0%
$0 
X United States Steel Corporation
0%
$0 
XPO
0%
$0 
RH RH
-3.78%
-$263,579.68 
CASY Casey's General Stores Inc.
-2.31%
-$146,246.52 
AMPH Amphastar Pharmaceuticals Inc.
-2.14%
-$182,137.56 
SFM Sprouts Farmers Market, Inc.
-2.03%
-$248,818.95 
BRKRP Bruker Corporation 6.375% Mandatory Convertible Preferred Stock, Series A
-1.82%
-$312,022.5 
KTB Kontoor Brands Inc.
-1.74%
-$331,314.2 
HALO Halozyme Therapeutics Inc.
-1.74%
-$269,991.15 
SPXC Spx Technologies Inc.
-1.42%
-$228,283.2 
ADMA Adma Biologics Inc.
-1.32%
-$110,209.33 
CACI Caci International Inc.
-1.17%
-$42,115.92 
JELD Jeld-Wen Holding, Inc.
-0.84%
-$10,172 
DLTR Dollar Tree, Inc.
-0.77%
-$34,181.84 
BFAM Bright Horizons Family Solutions Inc.
-0.7%
-$55,884.48 
LIVN LivaNova PLC
-0.69%
-$154,400.95 
HAYW Hayward Holdings Inc.
-0.61%
-$79,798.59 
MMSI Merit Medical Systems, Inc.
-0.54%
-$40,589.64 
ATI ATI Inc.
-0.51%
-$262,572.48 
EPAC Enerpac Tool Group Corp.
-0.48%
-$53,101.37 
OLLI Ollie's Bargain Outlet Holdings Inc.
-0.48%
-$82,106.4 
ICUI Icu Medical Inc.
-0.46%
-$80,570.82 
CALX Calix Inc.
-0.4%
-$56,059.93 
CRL Charles River Laboratories International, Inc.
-0.3%
-$9,541.8 
TENB Tenable Holdings Inc.
-0.26%
-$1,164.87 
ITRI Itron Inc.
-0.2%
-$487.2 
GMED Globus Medical Inc.
-0.16%
-$29,029 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.09%
-$953.22 
CZR Caesars Entertainment, Inc.
-0.07%
-$1,468.08 
KFY Korn Ferry
-0.07%
-$9,101.3 
TOL Toll Brothers Inc
-0.07%
-$1,874.92 
CPRX Catalyst Pharmaceuticals Inc.
-0.03%
-$8,007.98 
W Wayfair Inc.
-0.01%
-$2,613.86 
NXST Nexstar Media Group Inc.
-0.01%
-$1,612.58 
DAR Darling Ingredients Inc.
-0.01%
-$1,052.68 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1058 | Longs Won 659/1058 62% | Profit Factor 4.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.18M |
| Average Win $1M | Best Trade (Jun 12) $26.59M | Sharpe Ratio -13.38 |
| Average Loss -$384,448.11 | Worst Trade (Jun 11) -$9.99M | Z-Score -1.02 (69.17%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w 1d | Expectancy $480,651.84 |
| 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% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,690 | 3,321 | 2,952 | 2,583 | 2,214 | 1,845 | 1,476 | 1,107 | 738 | 369 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
