GVY
George V. Young Portfolio
Invests via VILLERE ST DENIS J & Co. LLC | Managed by George V. Young
Invests via VILLERE ST DENIS J & Co. LLC
Managed by George V. Young
Automatically Tracked
George V. Young Profile
With a distinguished career spanning various sectors, George V. Young has established himself as a prominent investor-operator known for his strategic acumen in driving business growth. His extensive experience includes leading numerous high-impact initiatives across technology and consumer markets, where he successfully enhanced operational efficiencies and scaled enterprises effectively. As an influential figure in venture capital circles, he leverages deep industry insights to identify transformative opportunities that align with emerging market trends. Notably recognized for fostering innovation and collaboration within teams, Young is positioned as a significant catalyst for sustainable development in the entrepreneurial ecosystem.
With a distinguished career spanning various sectors, George V. Young has established himself as a prominent investor-operator known for his strategic acumen in driving business growth. His extensive experience includes leading numerous high-impact initiatives across technology and consumer markets, where he successfully enhanced operational efficiencies and scaled enterprises effectively. As an influential figure in venture capital circles, he leverages deep industry insights to identify transformative opportunities that align with emerging market trends. Notably recognized for fostering innovation and collaboration within teams, Young is positioned as a significant catalyst for sustainable development in the entrepreneurial ecosystem.
Investment Philosophy & Strategy
In an era defined by rapid technological evolution, George V. Young embraces the principles of innovation-driven investing. By focusing on companies that challenge traditional paradigms and leverage disruptive technologies, he cultivates a portfolio positioned for substantial growth. His strategies prioritize early-stage ventures with significant scalability potential across diverse industries, notably within tech and consumer sectors. This entrepreneurially minded approach not only highlights his commitment to value creation but also demonstrates a keen awareness of shifting market dynamics that favor transformative business models.
In an era defined by rapid technological evolution, George V. Young embraces the principles of innovation-driven investing. By focusing on companies that challenge traditional paradigms and leverage disruptive technologies, he cultivates a portfolio positioned for substantial growth. His strategies prioritize early-stage ventures with significant scalability potential across diverse industries, notably within tech and consumer sectors. This entrepreneurially minded approach not only highlights his commitment to value creation but also demonstrates a keen awareness of shifting market dynamics that favor transformative business models.
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:
-59.63%
Gain -66.95%
Monthly
0.79%
Yearly
9.86%
Drawdown
67.41%
$3.06B
Equity
Holdings
$3.06B
Investment
$1.46B
$3.85B
Profit -$701.28M
Realized
$2.25B
Unrealized
$1.6B
Dividends
$608.47M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-66.95%
Profit
-$701.28M
Win %
76%
This Week
Compared To Last Week
Gain
-22.32%
Profit
-$677.39M
Win %
76%
This Month
Compared to last month
Gain
-22.32%
Profit
-$677.39M
Win %
76%
This Year
Compared to last year
Gain
-16%
Profit
-$636.95M
Win %
75%
SGP
+4,459.74%
+$559,813.32 
CERN Cerner Corp
+308.05%
+$542.93M 
WTNY
+281.13%
+$2.01M 
335914206
+220%
+$20,625 
OLG
+183.04%
+$3.8M 
HIB
+158.23%
+$1.35M 
BLS
+117.62%
+$616,175.33 
H5919C104
+111.97%
+$11.07M 
POOL
+99.62%
+$54.23M 
784605107
+73.13%
+$239,857.14 
S
+62.46%
+$179,874 
SPC
+59.41%
+$270,174.67 
445891203
+49.84%
+$314,720.19 
08658U101
+49.81%
+$785,132.82 
WAG
+49.46%
+$620,214.28 
LNCR
+49.37%
+$443,971.55 
STEI
+48.99%
+$4.91M 
934488107
+47.67%
+$141,097.2 
725790208
+42.26%
+$11.69M 
026609107
+36.31%
+$310,385.91 
RVFD
+35.95%
+$3.54M 
P74823108
+30.91%
+$393,571.08 
COMS
+23.5%
+$53,106.27 
CGI
+19.96%
+$78,050 
718154107
+18.61%
+$251,392.89 
318900107
+17.98%
+$655,777.73 
160902102
+17.55%
+$12,111.11 
676255AD4
+16.87%
+$277,254.32 
CHUX
+15.21%
+$5.41M 
QLTI
+10.88%
+$4,262.09 
RD
+9.86%
+$277,316.51 
FNMA Fannie Mae
+8.36%
+$56,793.44 
302290101
+7.71%
+$1.21M 
BHAG
+6.17%
+$106,640.27 
458771AB8
+5.52%
+$197,009.33 
413136102
+5.47%
+$1.22M 
ON ON Semiconductor Corporation
+4.54%
+$1.2M 
MCHP Microchip Technology Incorporated
+3.7%
+$977,808.96 
AIPC
+3.21%
+$133,271.21 
LEG Leggett & Platt, Inc.
+2.05%
+$315,265.02 
LINE Lineage, Inc.
+2.03%
+$591,117.37 
568240204
+2.01%
+$5,839.57 
LBI
+2%
+$960 
JKHY Jack Henry & Associates, Inc.
+1.78%
+$6.02M 
AESI Atlas Energy Solutions Inc.
+1.5%
+$296,973.92 
GWW W.W. Grainger, Inc.
+1.2%
+$227,624.06 
CVX Chevron Corporation
+1.12%
+$407,736.01 
EPD Enterprise Products Partners L.P.
+0.87%
+$2,442.65 
BMY Bristol-Myers Squibb Company
+0.82%
+$103,290.09 
PHELK
+0.68%
+$2,736.88 
COST Costco Wholesale Corporation
+0.62%
+$1,242.32 
SLF Sun Life Financial Inc.
+0.6%
+$2,046.73 
AAPL Apple Inc.
+0.45%
+$148,130.73 
VZ Verizon Communications Inc.
+0.45%
+$97,750.8 
GOOG Alphabet Inc
+0.43%
+$3,682.8 
ACOG Alpha Cognition Inc.
+0.35%
+$2,134.74 
V Visa Inc. Class A
+0.28%
+$121,349.44 
MDLZ Mondelez International, Inc.
+0.24%
+$47,108.4 
PEP PepsiCo, Inc.
+0.23%
+$51,880.98 
MRSH Marsh & McLennan Companies, Inc.
+0.15%
+$3,024 
SYK Stryker Corporation
+0.12%
+$30,105.68 
001957109
0%
$0 
039101100
0%
$0 
06605F102
0%
$0 
269524104
0%
$0 
270018104
0%
$0 
283905107
0%
$0 
40642YAA3
0%
$0 
40642YAC9
0%
$0 
495667107
0%
$0 
59935P100
0%
$0 
607059102
0%
$0 
674098108
0%
$0 
81413P204
0%
$0 
904784501
0%
$0 
AEN
0%
$0 
ASYS Amtech Systems Inc.
0%
$0 
BAC-PL Bank of America Corporation
0%
$0 
BITO ProShares Bitcoin ETF
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CZR Caesars Entertainment, Inc.
0%
$0 
DDD 3D Systems Corporation
0%
$0 
DDR
0%
$0 
DIS The Walt Disney Company
0%
$0 
EPR
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FEIM Frequency Electronics, Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
INYYQ
0%
$0 
KEY KeyCorp
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LGND Ligand Pharmaceuticals Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PGR Progressive Corporation
0%
$0 
PHEL
0%
$0 
PLMR Palomar Holdings Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PTON
0%
$0 
RELY Remitly Global, Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
SLB Schlumberger Limited
0%
$0 
SMG Scotts Miracle-Gro Co.
0%
$0 
STE STERIS plc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
SLR
-97.07%
-$25.7M 
OPMR
-84.99%
-$30.35M 
PMCOQ
-76.23%
-$531,325.57 
SGY
-68.14%
-$23.64M 
VTCH
-62.5%
-$8.78M 
LU
-52.92%
-$81,907.97 
836234104
-50.53%
-$239,000 
SVM
-38.58%
-$158,167.08 
MAY
-34.23%
-$114,000 
UPC
-32.13%
-$2.94M 
LAYN
-29.68%
-$488,615.32 
MMR
-28.71%
-$149,973.44 
929771103
-27.89%
-$205,714.43 
51282P106
-26.59%
-$152,640.39 
070107107
-26.54%
-$350,263.16 
RDC
-26.27%
-$293,727.08 
748767100
-25.55%
-$965,118.51 
74315R105
-25.34%
-$201,168.58 
INSU
-24.82%
-$879,954.24 
SMRTQ
-20.09%
-$43,000 
362320103
-19.04%
-$146,659.8 
GIFI Gulf Island Fabrication Inc.
-18.52%
-$2.08M 
VELCF
-15.78%
-$67,677.78 
55268B106
-14.61%
-$65,634.75 
CLE
-13.98%
-$46,913.1 
33763V109
-12.72%
-$37,497.82 
694185208
-11.94%
-$8,000 
SLE
-10.72%
-$46,844.82 
125960104
-8.73%
-$12,833.33 
NPKI NPK International Inc.
-8.03%
-$827,855 
CLGN CollPlant Biotechnologies Ltd.
-7.48%
-$14,089.36 
ONE
-7.39%
-$6.64M 
40642Y105
-6.69%
-$18,607.51 
NEXM NexMetals Mining Corp. Common Stock
-6.55%
-$11,460 
TPL Texas Pacific Land Corporation
-6.28%
-$74,353.5 
SRI Stoneridge Inc.
-4.16%
-$9,300 
166751107
-3.95%
-$135,697.84 
SUSA iShares MSCI USA ESG Select ETF
-3.18%
-$12,575 
DD DuPont de Nemours, Inc.
-3.01%
-$68,661.03 
TDW Tidewater Inc.
-2.97%
-$673,592.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$18,623.45 
SCHF Schwab International Equity ETF
-2.17%
-$11,998.72 
TY Tri-Continental Corporation
-2.02%
-$7,009.92 
JBHT J.B. Hunt Transport Services, Inc.
-1.98%
-$11,090.5 
IWS iShares Russell Mid-Cap Value ETF
-1.98%
-$6,851.21 
GE General Electric Company
-1.75%
-$146,353.14 
FIBK First Interstate Bancsystem Inc.
-1.71%
-$407,570.15 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.69%
-$7,200 
PFE Pfizer Inc.
-1.55%
-$237,796.08 
POOL Pool Corporation
-1.54%
-$372,250.67 
RF Regions Financial Corporation
-1.54%
-$11,751.41 
WY Weyerhaeuser Company
-1.51%
-$2,925 
HRB H&R Block Inc.
-1.5%
-$842,285.76 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.49%
-$3,381.18 
TRV The Travelers Companies, Inc.
-1.39%
-$17,505.97 
IBM International Business Machines Corporation
-1.35%
-$31,213.81 
GOOGL Alphabet Inc
-1.29%
-$19,323.68 
HWC Hancock Whitney Corporation
-1.24%
-$1.25M 
INTC Intel Corporation
-1.24%
-$14,884.98 
JNJ Johnson & Johnson
-1.03%
-$425,136.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$4,306.86 
ALL Allstate Corporation
-0.77%
-$32,406.92 
AXP American Express Company
-0.65%
-$42,962.04 
BLK BlackRock, Inc.
-0.59%
-$2,261.24 
JPM JPMorgan Chase & Co.
-0.48%
-$220,381.88 
WMT Walmart Inc.
-0.33%
-$7,213.89 
KO The Coca-Cola Company
-0.31%
-$126,289.26 
CL Colgate-Palmolive Company
-0.3%
-$82,295.36 
OPCH Option Care Health Inc.
-0.29%
-$56,072.8 
ABT Abbott Laboratories
-0.24%
-$67,640.58 
TALK Talkspace Inc.
-0.19%
-$470 
ESGU iShares ESG Aware MSCI USA ETF
-0.18%
-$774.98 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$515.29 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,057.78 
AMZN Amazon.com Inc
-0.14%
-$61,147.7 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$460 
NVDA NVIDIA Corporation
-0.1%
-$469.2 
UNP Union Pacific Corporation
-0.03%
-$1,740.7 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 6385 | Longs Won 3957/6385 61% | Profit Factor 3.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.5M |
| Average Win $1.7M | Best Trade (Mar 31) $722.13M | Sharpe Ratio -75.97 |
| Average Loss -$900,706.26 | Worst Trade (Mar 30) -$52.54M | Z-Score -4.35 (100%) |
| Commissions $0 | Avg. Trade Length 4y 9m 2w 2d | Expectancy $602,925.81 |
| 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% | 0.2% | 5.3% |
| Consecutive Losing Trades | 3,401 | 3,061 | 2,721 | 2,381 | 2,041 | 1,701 | 1,361 | 1,020 | 680 | 340 |
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
FAQ
Which stocks have generated the highest profits for George V. Young?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $838.47M, Visa Inc. Class A - $289.21M, Pool Corporation - $268.16M, Varian Medical Systems Inc - $244.72M, and 3D Systems Corporation - $195.96M. 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: Sanchez Energy Corporation - $90.5M, MW - $66.64M, Ebix Inc - $65.67M, Open Lending Corporation - $64.17M, and Oasis Petroleum Inc - $64.02M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does George V. Young's portfolio generate?
The portfolio generates substantial dividend income, with a total of $608.47M earned over time. The largest contributors to dividend income include Leggett & Platt, Inc - $60.64M, Jack Henry & Associates, Inc - $55.78M, Wells Fargo & Company - $38.4M, Hancock Whitney Corporation - $32.85M, and H&R Block Inc - $26.8M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are George V. Young's monthly returns?
George V. Young'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 George V. Young's strategy be considered aggressive or moderate?
George V. Young'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 George V. Young's strategy?
George V. Young's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
