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:
38.39%
Gain -0.11%
Monthly
1.19%
Yearly
15.25%
Drawdown
28.1%
$1.33B
Equity
Holdings
$1.33B
Investment
$1.09B
$441.03M
Profit -$2.94M
Realized
$201.6M
Unrealized
$239.44M
Dividends
$294.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$2.94M
Win %
67%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$8.53M
Win %
67%
This Month
Compared to last month
Gain
-1.41%
Profit
-$19.02M
Win %
67%
This Year
Compared to last year
Gain
6.89%
Profit
$85.75M
Win %
67%
RMBS Rambus Inc.
+7.78%
+$2.34M 
LITE Lumentum Holdings Inc.
+7.34%
+$253,877.42 
ENTG Entegris, Inc.
+5.93%
+$265,894.72 
ASPN Aspen Aerogels Inc.
+4.27%
+$105,047.93 
RRX Regal Rexnord Corporation
+3.39%
+$131,070.85 
JBL Jabil Inc.
+3.38%
+$210,029.56 
HL Hecla Mining Company
+2.76%
+$1.19M 
SW Smurfit WestRock PLC
+2.17%
+$66,173.69 
GTES Gates Industrial Corporation plc
+2.08%
+$456,137.26 
SPXC Spx Technologies Inc.
+1.99%
+$661.44 
FLR Fluor Corporation
+1.89%
+$422,553.61 
CCJ Cameco Corporation
+1.8%
+$82,055.43 
HLIO Helios Technologies, Inc.
+1.75%
+$472,475.18 
KTB Kontoor Brands Inc.
+1.61%
+$260,395.5 
AESI Atlas Energy Solutions Inc.
+1.53%
+$108,955.98 
MRCY Mercury Systems Inc.
+1.37%
+$648,576.15 
OI O-I Glass, Inc.
+1.34%
+$120,496.32 
IP International Paper Company
+1.32%
+$32,549.76 
AAL American Airlines Group Inc.
+1.25%
+$41,912.86 
PR Permian Resources Corporation
+1.16%
+$62,996.21 
HAYW Hayward Holdings Inc.
+1.14%
+$140,739.52 
ALK Alaska Air Group Inc.
+1.08%
+$151,724 
XPO XPO Inc.
+1.04%
+$50,107.2 
ITRI Itron Inc.
+0.92%
+$3,509.22 
FTI TechnipFMC plc
+0.9%
+$287,293.5 
NOG Northern Oil and Gas Inc.
+0.87%
+$5,497.46 
ATR AptarGroup, Inc.
+0.82%
+$85,780.83 
DX Dynex Capital Inc.
+0.8%
+$111,297.48 
PTEN Patterson-UTI Energy Inc.
+0.79%
+$76,008 
UDR UDR Inc.
+0.78%
+$26,558.01 
DAR Darling Ingredients Inc.
+0.74%
+$165,238.84 
LEVI Levi Strauss & Co.
+0.71%
+$101,186.55 
IWM iShares Russell 2000 ETF
+0.68%
+$886 
ALGT Allegiant Travel Company
+0.66%
+$99,187.2 
IVV iShares Core S&P 500 ETF
+0.61%
+$20,798.07 
RH RH
+0.59%
+$41,288.4 
HALO Halozyme Therapeutics Inc.
+0.55%
+$128,412.9 
W Wayfair Inc.
+0.5%
+$138,386.6 
XHR Xenia Hotels & Resorts Inc.
+0.48%
+$107,551.5 
EPAC Enerpac Tool Group Corp.
+0.47%
+$51,835.04 
EQT EQT Corporation
+0.46%
+$19,138.5 
AVNT Avient Corporation
+0.44%
+$2,557.92 
XBI SPDR S&P Biotech ETF
+0.42%
+$3,497.6 
CASY Casey's General Stores Inc.
+0.41%
+$25,077.36 
CZR Caesars Entertainment, Inc.
+0.37%
+$9,761.51 
AR Antero Resources Corporation
+0.33%
+$60,965.74 
CG The Carlyle Group Inc.
+0.32%
+$11,856.8 
CFG Citizens Financial Group, Inc.
+0.28%
+$18,024.6 
EGP EastGroup Properties Inc.
+0.27%
+$16,605.44 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.26%
+$5,581.6 
TROX Tronox Holdings plc
+0.25%
+$17,677.14 
MWA Mueller Water Products Inc.
+0.21%
+$33,640.64 
WHD Cactus Inc.
+0.2%
+$1,260.94 
MSA Msa Safety Inc.
+0.19%
+$4,895.36 
ALKS Alkermes plc
+0.17%
+$33,918.03 
FHN First Horizon Corporation
+0.14%
+$29,219.65 
MTDR Matador Resources Company
+0.11%
+$14,745 
KRG Kite Realty Group Trust
+0.1%
+$16,854.66 
BXMT Blackstone Mortgage Trust Inc
+0.06%
+$10,961.1 
NXST Nexstar Media Group Inc.
+0.05%
+$230.5 
FIBK First Interstate Bancsystem Inc.
+0.05%
+$9,937.78 
OCFC OceanFirst Financial Corp.
+0.05%
+$6,977.88 
TOL Toll Brothers Inc
+0.04%
+$1,393.92 
TCBI Texas Capital Bancshares Inc.
+0.04%
+$7,453.84 
STAG Stag Industrial Inc.
+0.02%
+$3,333.4 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
PLYM Plymouth Industrial REIT Inc.
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
SSB
0%
$0 
VBTX Veritex Holdings Inc.
0%
$0 
WNS WNS Holdings Ltd.
0%
$0 
X United States Steel Corporation
0%
$0 
UCBI United Community Banks, Inc.
-3.23%
-$452,885.82 
AVTR Avantor Inc.
-3.19%
-$53,650.64 
PEGA Pegasystems Inc.
-3.19%
-$299,123.62 
ELF Elf Beauty Inc.
-2.57%
-$327,833.95 
KD Kyndryl Holdings Inc.
-2.54%
-$208,522.43 
KMPR Kemper Corporation
-2.4%
-$200,619.72 
NCNO nCino, Inc.
-2.29%
-$4,627.67 
ALLY Ally Financial Inc.
-2.04%
-$78,658.47 
CALX Calix Inc.
-2.02%
-$304,405.17 
ENOV Enovis Corporation
-2.01%
-$194,223.96 
BRKR Bruker Corporation
-1.99%
-$65,711.52 
SFM Sprouts Farmers Market, Inc.
-1.94%
-$157,285.85 
TENB Tenable Holdings Inc.
-1.8%
-$11,315.88 
DT Dynatrace, Inc.
-1.76%
-$170.34 
CRL Charles River Laboratories International, Inc.
-1.65%
-$7,201.92 
OLLI Ollie's Bargain Outlet Holdings Inc.
-1.59%
-$189,331.15 
GMED Globus Medical Inc.
-1.46%
-$248,935.26 
PIPR Piper Sandler Companies
-1.46%
-$161,429.52 
MMSI Merit Medical Systems, Inc.
-1.45%
-$123,647.42 
CACI Caci International Inc.
-1.28%
-$36,529.6 
KFY Korn Ferry
-1.13%
-$175,568.95 
SAM The Boston Beer Company Inc.
-1.1%
-$107,793.18 
MZTI The Marzetti Company
-1.09%
-$2,552.4 
BFAM Bright Horizons Family Solutions Inc.
-1.02%
-$97,871.52 
NWN Northwest Natural Holding Company
-0.98%
-$150,745 
SFNC Simmons First National Corporation
-0.95%
-$166,543.08 
PB Prosperity Bancshares Inc.
-0.86%
-$164,382.12 
BCO Brink's Company
-0.86%
-$142,415.01 
AMPH Amphastar Pharmaceuticals Inc.
-0.84%
-$62,764.18 
ADMA Adma Biologics Inc.
-0.74%
-$50,859.32 
NSA National Storage Affiliates Trust
-0.72%
-$86,018.88 
IPAR Inter Parfums, Inc.
-0.7%
-$51,477.9 
EVH Evolent Health Inc.
-0.68%
-$28,077.08 
SGRY Surgery Partners Inc.
-0.66%
-$71,133.72 
DLTR Dollar Tree, Inc.
-0.62%
-$31,226.51 
FWRG First Watch Restaurant Group, Inc.
-0.57%
-$58,323.16 
NJR New Jersey Resources Corporation
-0.55%
-$7,376.64 
ACVA ACV Auctions Inc.
-0.47%
-$21,953.96 
PNR Pentair plc
-0.43%
-$8,087.58 
AHRT AMERICAN HEALTHCARE REIT INC
-0.43%
-$38,837.37 
NTST Netstreit Corp.
-0.41%
-$95,382.99 
EG Everest Group, Ltd.
-0.37%
-$11,368.81 
IRT Independence Realty Trust Inc.
-0.36%
-$41,719.8 
SIGI Selective Insurance Group Inc.
-0.34%
-$60,951.99 
ITT Itt Inc.
-0.34%
-$68,482.7 
CMS CMS Energy Corporation
-0.33%
-$11,711.04 
ICUI Icu Medical Inc.
-0.32%
-$59,553.21 
BMRN Biomarin Pharmaceutical Inc.
-0.27%
-$68.32 
MTH Meritage Homes Corporation
-0.27%
-$25,594.14 
POR Portland General Electric Company
-0.27%
-$32,648.56 
HWC Hancock Whitney Corporation
-0.22%
-$54,768.56 
AXTA Axalta Coating Systems Ltd.
-0.19%
-$24,878.1 
NI NiSource Inc.
-0.11%
-$4,225.5 
LNTH Lantheus Holdings, Inc.
-0.1%
-$16,917.67 
VTR Ventas Inc.
-0.09%
-$4,518.27 
COLB Columbia Banking System, Inc.
-0.06%
-$12,587.72 
FRME First Merchants Corporation
-0.01%
-$2,385.07 Events
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Dividends
Dividend Analysis
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| Trades 1184 | Longs Won 740/1184 62% | Profit Factor 3.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.72M |
| Average Win $855,544.52 | Best Trade (Jul 24) $20.85M | Sharpe Ratio -15.4 |
| Average Loss -$432,588.86 | Worst Trade (Jul 24) -$9.92M | Z-Score -0.22 (17.19%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 3d | Expectancy $372,494.58 |
| 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 | 3,077 | 2,769 | 2,462 | 2,154 | 1,846 | 1,538 | 1,231 | 923 | 615 | 308 |
Hover over the desired column for a detailed explanation.
Returns
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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 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 - $9.68M. 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: Safehold Inc - $4.29M, Maravai Lifesciences Holdings Inc - $2.97M, Pacira BioSciences Inc - $2.8M, Veeco Instruments Inc - $2.57M, and R1 RCM Inc - $2.26M. 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 $294.03M earned over time. The largest contributors to dividend income include Mechanics Bank - $217.35M, Blackstone Mortgage Trust Inc - $4.54M, Dynex Capital Inc - $3.7M, AMERICAN HEALTHCARE REIT INC - $3.01M, and Columbia Banking System, 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.
