WG
William Garver Portfolio
Invests via Leibman Financial Services, Inc. | Managed by William Garver, Mark Leibman
Invests via Leibman Financial Services, Inc.
Managed by William Garver, Mark Leibman
Automatically Tracked
William Garver Profile
Seasoned investment executive with a background in private equity, corporate finance and operational value creation across middle-market companies; focuses on deal sourcing, portfolio management and exits. William Garver has led buyouts and strategic growth investments, working closely with management teams to improve margins and drive M&A. Market-facing strengths include capital raising, LP relations and structuring sponsor-backed transactions for scalable sectors.
Seasoned investment executive with a background in private equity, corporate finance and operational value creation across middle-market companies; focuses on deal sourcing, portfolio management and exits. William Garver has led buyouts and strategic growth investments, working closely with management teams to improve margins and drive M&A. Market-facing strengths include capital raising, LP relations and structuring sponsor-backed transactions for scalable sectors.
Investment Philosophy & Strategy
A pragmatic, hands-on private equity investor focused on middle-market buyouts and growth investments. Prioritizes sponsor-backed, scalable businesses where operational improvements and disciplined capital structure unlock value. Emphasizes rigorous due diligence, active portfolio management and value‑creation playbooks—cost/margin optimization, strategic M&A and management alignment—to accelerate exits over a 3–7 year horizon. Allocates capital selectively to sectors with durable demand and margin expansion potential, balancing growth initiatives with conservative leverage and clear exit pathways via strategic sales or secondary buyouts.
A pragmatic, hands-on private equity investor focused on middle-market buyouts and growth investments. Prioritizes sponsor-backed, scalable businesses where operational improvements and disciplined capital structure unlock value. Emphasizes rigorous due diligence, active portfolio management and value‑creation playbooks—cost/margin optimization, strategic M&A and management alignment—to accelerate exits over a 3–7 year horizon. Allocates capital selectively to sectors with durable demand and margin expansion potential, balancing growth initiatives with conservative leverage and clear exit pathways via strategic sales or secondary buyouts.
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:
12.2%
Gain
Monthly
0.38%
Yearly
4.63%
Drawdown
21.81%
$148.81M
Equity
Holdings
$148.81M
Investment
$139.63M
$23.48M
Profit -$814,076.48
Realized
$14.3M
Unrealized
$9.18M
Dividends
$5.42M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$814,076.48
Win %
56%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$30,341.43
Win %
56%
This Month
Compared to last month
Gain
0.55%
Profit
$813,025.79
Win %
56%
This Year
Compared to last year
Gain
0.43%
Profit
$631,429.9
Win %
57%
CASY Casey's General Stores Inc.
+3.44%
+$101,061.52 
DUOL Duolingo, Inc.
+3.37%
+$105,106.52 
SFM Sprouts Farmers Market, Inc.
+3.27%
+$124,623.51 
KNSL Kinsale Capital Group Inc.
+1.63%
+$60,348.78 
ENPH Enphase Energy, Inc.
+1.41%
+$13,887.52 
CMG Chipotle Mexican Grill, Inc.
+1.08%
+$25,289.87 
ALB Albemarle Corporation
+0.75%
+$7,441.2 
BMY Bristol-Myers Squibb Company
+0.45%
+$18,976.92 
FCX Freeport-McMoRan Inc.
+0.36%
+$1,733.76 
EPI WisdomTree India Earnings Fund
+0.25%
+$15,141.1 
AAPL Apple Inc.
+0.2%
+$8,030.42 
FSLR First Solar, Inc.
+0.19%
+$4,651.2 
CRWD CrowdStrike Holdings, Inc.
+0.17%
+$4,316.64 
SHV iShares Short Treasury Bond ETF
+0.04%
+$197.5 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$5,913.75 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SMPL Simply Good Foods Co.
-6.83%
-$167,045.17 
GRAB Grab Holdings Limited
-4.56%
-$99,747.84 
LOW Lowe's Companies Inc.
-2.98%
-$8,101.52 
GOOG Alphabet Inc
-2.56%
-$114,591.1 
DIS The Walt Disney Company
-2.44%
-$54,849.96 
NXT Nextracker Inc.
-2.29%
-$28,841.4 
URI United Rentals, Inc.
-2.2%
-$71,747.08 
SE Sea Ltd.
-2.07%
-$96,395.2 
AMGN Amgen Inc.
-2.04%
-$87,727.99 
MELI MercadoLibre, Inc.
-2.04%
-$73,486.26 
CPRT Copart Inc.
-2%
-$38,790.64 
DDOG Datadog, Inc. Class A Common Stock
-1.37%
-$31,928.4 
AVDV Avantis International Small Cap Value ETF
-1.36%
-$77,346.73 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.35%
-$68,311.95 
TGT Target Corporation
-1.24%
-$36,252.62 
TECK Teck Resources Ltd.
-1.07%
-$42,510.6 
PINS Pinterest, Inc. Class A
-0.84%
-$22,314.83 
OC Owens Corning
-0.84%
-$25,224.51 
AMZN Amazon.com Inc
-0.84%
-$37,071.48 
COST Costco Wholesale Corporation
-0.8%
-$19,030.98 
PLD Prologis Inc.
-0.8%
-$24,382.8 
CALM Cal-Maine Foods Inc.
-0.44%
-$13,414.94 
BRK-B Berkshire Hathaway Inc.
-0.42%
-$20,271.68 
CPNG Coupang Inc.
-0.39%
-$7,988.63 
TMUS T-Mobile US, Inc.
-0.34%
-$13,043.55 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.33%
-$8,436.96 
ARE Alexandria Real Estate Equities, Inc.
-0.32%
-$8,130.88 
SMIN iShares MSCI India Small-Cap ETF
-0.29%
-$10,852.4 
DE Deere & Company
-0.28%
-$531.28 
ILF iShares Latin America 40 ETF
-0.2%
-$5,027.4 Events
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Dividends
Dividend Analysis
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| Trades 524 | Longs Won 329/524 62% | Profit Factor 2.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $274,820.08 |
| Average Win $139,897.04 | Best Trade (Jul 15) $2.16M | Sharpe Ratio -9.46 |
| Average Loss -$115,605.49 | Worst Trade (Jun 29) -$1.12M | Z-Score -0.5 (38.45%) |
| Commissions $0 | Avg. Trade Length 1y 3w 1d | Expectancy $44,814.99 |
| 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 | 1,287 | 1,158 | 1,030 | 901 | 772 | 644 | 515 | 386 | 257 | 129 |
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Returns
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