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:
37.83%
Gain -1.13%
Monthly
1.07%
Yearly
13.59%
Drawdown
28.57%
$1.3B
Equity
Holdings
$1.3B
Investment
$1.09B
$397.4M
Profit -$11.44M
Realized
$192.99M
Unrealized
$204.41M
Dividends
$294.94M
Goals
Avg. 90.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.13%
Profit
-$11.44M
Win %
64%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$11.44M
Win %
64%
This Month
Compared to last month
Gain
-3.12%
Profit
-$41.67M
Win %
64%
This Year
Compared to last year
Gain
4.07%
Profit
$50.72M
Win %
64%
TENB Tenable Holdings Inc.
+14.95%
+$74,884.5 
W Wayfair Inc.
+7.61%
+$2.36M 
PEGA Pegasystems Inc.
+6.47%
+$694,499.89 
DT Dynatrace, Inc.
+4.42%
+$490.42 
OLLI Ollie's Bargain Outlet Holdings Inc.
+4.17%
+$543,221.15 
NCNO nCino, Inc.
+4.11%
+$9,855.81 
SFM Sprouts Farmers Market, Inc.
+3.45%
+$272,516.72 
KD Kyndryl Holdings Inc.
+3.35%
+$295,967.32 
BFAM Bright Horizons Family Solutions Inc.
+2.76%
+$222,998.4 
EG Everest Group, Ltd.
+2.48%
+$75,492.17 
CACI Caci International Inc.
+2.4%
+$94,104.93 
AVTR Avantor Inc.
+2.03%
+$47,338.8 
KMPR Kemper Corporation
+1.96%
+$157,840.52 
DLTR Dollar Tree, Inc.
+1.62%
+$76,375.68 
SW Smurfit WestRock PLC
+1.57%
+$48,126.32 
GMED Globus Medical Inc.
+1.54%
+$255,663.24 
AAL American Airlines Group Inc.
+1.38%
+$39,706.92 
KTB Kontoor Brands Inc.
+1.24%
+$160,318.12 
MTH Meritage Homes Corporation
+1.08%
+$93,620.67 
AMPH Amphastar Pharmaceuticals Inc.
+1.07%
+$96,542.73 
FIBK First Interstate Bancsystem Inc.
+1.06%
+$193,786.71 
XBI SPDR S&P Biotech ETF
+1.02%
+$8,716.67 
KFY Korn Ferry
+1%
+$153,746.83 
BMRN Biomarin Pharmaceutical Inc.
+0.97%
+$272.51 
CASY Casey's General Stores Inc.
+0.97%
+$42,362.53 
ICUI Icu Medical Inc.
+0.85%
+$155,165.3 
MRCY Mercury Systems Inc.
+0.83%
+$336,808.85 
FRME First Merchants Corporation
+0.82%
+$160,467.17 
RH RH
+0.78%
+$39,759.2 
NXST Nexstar Media Group Inc.
+0.76%
+$2,961.93 
MMSI Merit Medical Systems, Inc.
+0.68%
+$66,928.42 
UDR UDR Inc.
+0.6%
+$17,990.91 
HALO Halozyme Therapeutics Inc.
+0.58%
+$187,331.76 
HWC Hancock Whitney Corporation
+0.51%
+$122,423.84 
ATR AptarGroup, Inc.
+0.47%
+$47,299.71 
IRT Independence Realty Trust Inc.
+0.46%
+$48,673.1 
KRG Kite Realty Group Trust
+0.37%
+$53,373.09 
MTDR Matador Resources Company
+0.2%
+$30,719 
PB Prosperity Bancshares Inc.
+0.13%
+$23,483.16 
XHR Xenia Hotels & Resorts Inc.
+0.11%
+$21,510.3 
ALGT Allegiant Travel Company
+0.11%
+$12,490.24 
ACVA ACV Auctions Inc.
+0.09%
+$5,645.3 
LEVI Levi Strauss & Co.
+0.07%
+$8,928.23 
NWN Northwest Natural Holding Company
+0.07%
+$10,552.15 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.07%
+$1,116.32 
LNTH Lantheus Holdings, Inc.
+0.06%
+$9,673.83 
PR Permian Resources Corporation
+0.04%
+$2,680.69 
COLB Columbia Banking System, Inc.
+0.03%
+$6,293.86 
IP International Paper Company
+0.03%
+$678.12 
SFNC Simmons First National Corporation
+0.02%
+$3,175.94 
CZR Caesars Entertainment, Inc.
+0.02%
+$443.7 
DAR Darling Ingredients Inc.
+0.01%
+$3,515.72 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
NJR New Jersey Resources Corporation
0%
$0 
PLYM Plymouth Industrial REIT Inc.
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
VBTX Veritex Holdings Inc.
0%
$0 
WNS WNS Holdings Ltd.
0%
$0 
X United States Steel Corporation
0%
$0 SSB
SSB
0%
$0 
LITE Lumentum Holdings Inc.
-9.9%
-$414,618.38 
ENTG Entegris, Inc.
-7.96%
-$374,395.84 
RMBS Rambus Inc.
-7.62%
-$1.98M 
AESI Atlas Energy Solutions Inc.
-7.56%
-$555,156.66 
ENOV Enovis Corporation
-6.25%
-$433,407.17 
JBL Jabil Inc.
-5.63%
-$364,247.52 
RRX Regal Rexnord Corporation
-5.1%
-$155,517.35 
SPXC Spx Technologies Inc.
-5.03%
-$1,506.18 
HLIO Helios Technologies, Inc.
-4.87%
-$1.14M 
HL Hecla Mining Company
-4.47%
-$2.66M 
FTI TechnipFMC plc
-4.27%
-$1.44M 
WHD Cactus Inc.
-3.92%
-$32,724.53 
PTEN Patterson-UTI Energy Inc.
-3.54%
-$432,295.5 
CCJ Cameco Corporation
-3.5%
-$181,272.78 
UCBI United Community Banks, Inc.
-3.23%
-$452,885.82 
MWA Mueller Water Products Inc.
-3.09%
-$469,699.46 
EVH Evolent Health Inc.
-2.75%
-$80,721.6 
CRL Charles River Laboratories International, Inc.
-2.33%
-$12,856.32 
ITT Itt Inc.
-2.32%
-$499,396.92 
EPAC Enerpac Tool Group Corp.
-2.3%
-$262,414.89 
GTES Gates Industrial Corporation plc
-2.07%
-$460,401.07 
BCO Brink's Company
-2.02%
-$312,483.42 
PIPR Piper Sandler Companies
-1.89%
-$210,149.24 
EQT EQT Corporation
-1.89%
-$86,761.2 
NSA National Storage Affiliates Trust
-1.77%
-$209,671.02 
BRKR Bruker Corporation
-1.64%
-$51,413.4 
HAYW Hayward Holdings Inc.
-1.56%
-$180,322.51 
ITRI Itron Inc.
-1.54%
-$6,478.56 
SGRY Surgery Partners Inc.
-1.53%
-$149,042.08 
AXTA Axalta Coating Systems Ltd.
-1.49%
-$211,463.85 
CG The Carlyle Group Inc.
-1.31%
-$45,382.9 
OI O-I Glass, Inc.
-1.3%
-$85,351.56 
ADMA Adma Biologics Inc.
-1.25%
-$89,981.87 
AHRT AMERICAN HEALTHCARE REIT INC
-1.03%
-$84,147.63 
TROX Tronox Holdings plc
-1.02%
-$53,031.42 
NI NiSource Inc.
-1%
-$35,071.65 
XPO XPO Inc.
-0.99%
-$41,412.8 
SIGI Selective Insurance Group Inc.
-0.93%
-$154,947.35 
ASPN Aspen Aerogels Inc.
-0.92%
-$21,986.78 
FLR Fluor Corporation
-0.89%
-$216,925.92 
DX Dynex Capital Inc.
-0.88%
-$116,597.36 
BXMT Blackstone Mortgage Trust Inc
-0.86%
-$126,052.65 
SAM The Boston Beer Company Inc.
-0.8%
-$75,128.58 
AR Antero Resources Corporation
-0.77%
-$163,499.03 
PNR Pentair plc
-0.76%
-$12,880.22 
AVNT Avient Corporation
-0.75%
-$4,955.97 
TCBI Texas Capital Bancshares Inc.
-0.64%
-$118,329.71 
MSA Msa Safety Inc.
-0.61%
-$17,133.76 
ALK Alaska Air Group Inc.
-0.56%
-$69,793.04 
VTR Ventas Inc.
-0.55%
-$24,599.47 
CMS CMS Energy Corporation
-0.54%
-$17,566.56 
ALLY Ally Financial Inc.
-0.54%
-$19,030.28 
TOL Toll Brothers Inc
-0.52%
-$16,146.24 
NOG Northern Oil and Gas Inc.
-0.47%
-$3,714.5 
MZTI The Marzetti Company
-0.46%
-$1,010.33 
ALKS Alkermes plc
-0.39%
-$67,233.07 
NTST Netstreit Corp.
-0.38%
-$79,485.82 
CALX Calix Inc.
-0.37%
-$50,091.99 
IPAR Inter Parfums, Inc.
-0.36%
-$23,561.49 
OCFC OceanFirst Financial Corp.
-0.35%
-$45,356.22 
IVV iShares Core S&P 500 ETF
-0.33%
-$11,650.47 
FHN First Horizon Corporation
-0.31%
-$62,613.53 
STAG Stag Industrial Inc.
-0.24%
-$30,000.6 
IWM iShares Russell 2000 ETF
-0.18%
-$237.01 
FWRG First Watch Restaurant Group, Inc.
-0.18%
-$16,663.76 
EGP EastGroup Properties Inc.
-0.15%
-$8,234.1 
CFG Citizens Financial Group, Inc.
-0.14%
-$8,561.68 
POR Portland General Electric Company
-0.1%
-$11,660.2 
ELF Elf Beauty Inc.
-0.06%
-$8,795.55 Events
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Dividends
Dividend Analysis
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| Trades 1184 | Longs Won 756/1184 63% | Profit Factor 2.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.7M |
| Average Win $828,461.04 | Best Trade (Sep 08) $22.16M | Sharpe Ratio -15.4 |
| Average Loss -$534,847.59 | Worst Trade (Aug 02) -$10.57M | Z-Score -1.7 (92.36%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 5d | Expectancy $335,643.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,421 | 2,179 | 1,937 | 1,695 | 1,453 | 1,211 | 969 | 726 | 484 | 242 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 220,594 | $3.84M | $2.91M | - | -$935,318.56 | -24.33% | +1.384% |
| ACVA ACV Auctions Inc. | 627,256 | $13.55M | $6.54M | - | -$7.01M | -51.76% | +0.086% |
| ADMA Adma Biologics Inc. | 782,451 | $5.16M | $7.13M | - | $1.97M | 38.11% | -1.246% |
| AESI Atlas Energy Solutions Inc. | 518,838 | $11.57M | $6.79M | - | -$4.78M | -41.32% | -7.556% |
| AHRT AMERICAN HEALTHCARE REIT INC | 1.29M | $14.43M | $8.1M | - | -$6.33M | -43.88% | -1.028% |
| ALGT Allegiant Travel Company | 146,944 | $13.83M | $11.51M | - | -$2.32M | -16.75% | +0.109% |
| ALK Alaska Air Group Inc. | 303,448 | $12.59M | $12.42M | - | -$170,292.96 | -1.35% | -0.559% |
| ALKS Alkermes plc | 376,867 | $10.84M | $17.26M | - | $6.42M | 59.22% | -0.388% |
| ALLY Ally Financial Inc. | 84,579 | $3.05M | $3.54M | - | $493,518.46 | 16.2% | -0.535% |
| AMPH Amphastar Pharmaceuticals Inc. | 380,389 | $16.81M | $9.14M | - | -$7.66M | -45.6% | +1.067% |
| AR Antero Resources Corporation | 554,234 | $14.49M | $21.14M | - | $6.65M | 45.89% | -0.768% |
| ASPN Aspen Aerogels Inc. | 488,595 | $8.37M | $2.38M | - | -$5.99M | -71.59% | -0.916% |
| ATR AptarGroup, Inc. | 80,169 | $8.18M | $10.06M | - | $1.88M | 23% | +0.473% |
| AVNT Avient Corporation | 15,987 | $653,228.82 | $657,065.7 | - | $3,836.88 | 0.59% | -0.749% |
| AVTR Avantor Inc. | 157,796 | $3.32M | $2.38M | - | -$940,464.16 | -28.29% | +2.026% |
| AXTA Axalta Coating Systems Ltd. | 414,635 | $14.12M | $13.95M | - | -$170,394.35 | -1.21% | -1.493% |
| BCO Brink's Company | 138,267 | $9.36M | $15.17M | - | $5.81M | 62.07% | -2.018% |
| BFAM Bright Horizons Family Solutions Inc. | 123,888 | $10.49M | $8.29M | - | -$2.2M | -20.95% | +2.764% |
| BMRN Biomarin Pharmaceutical Inc. | 427 | $34,673.51 | $28,317.87 | - | -$6,355.64 | -18.33% | +0.972% |
| BRKR Bruker Corporation | 58,671 | $3.87M | $3.08M | - | -$790,251.21 | -20.4% | -1.64% |
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FAQ
Which stocks have generated the highest profits for Tricia Peterson?
The largest contributions to the portfolio's profits come from the following stocks: Mechanics Bank - $215.12M, Adma Biologics Inc - $16.32M, XPO Inc - $11.26M, ATI Inc - $11.13M, and TechnipFMC plc - $9.71M. 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: Pacira BioSciences Inc - $6.02M, Jeld-Wen Holding, Inc - $5.17M, Safehold Inc - $4.29M, StoneCo Ltd - $3.57M, and Maravai Lifesciences Holdings Inc - $2.97M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tricia Peterson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $294.94M earned over time. The largest contributors to dividend income include Mechanics Bank - $217.35M, Blackstone Mortgage Trust Inc - $4.03M, Dynex Capital Inc - $3.95M, Columbia Banking System, Inc - $2.99M, and AMERICAN HEALTHCARE REIT INC - $2.75M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tricia Peterson's monthly returns?
Tricia Peterson's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Tricia Peterson's strategy be considered aggressive or moderate?
Tricia Peterson's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Tricia Peterson's strategy?
Tricia Peterson'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.
