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:
26.05%
Gain -0.24%
Monthly
0.73%
Yearly
9.06%
Drawdown
20.95%
$153.44M
Equity
Holdings
$153.44M
Investment
$139.63M
$29.68M
Profit -$295,018.1
Realized
$15.87M
Unrealized
$13.81M
Dividends
$5.48M
Goals
Avg. 85.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$295,018.1
Win %
61%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$1.4M
Win %
61%
This Month
Compared to last month
Gain
-0.19%
Profit
-$295,018.1
Win %
61%
This Year
Compared to last year
Gain
3.55%
Profit
$5.26M
Win %
61%
AMZN Amazon.com Inc
+15.32%
+$636,920.06 
GOOG Alphabet Inc
+6.88%
+$290,846.14 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$71,605.44 
GRAB Grab Holdings Limited
+2.94%
+$58,675.2 
FSLR First Solar, Inc.
+2.44%
+$58,372.61 
CPNG Coupang Inc.
+1.62%
+$31,954.52 
URI United Rentals, Inc.
+0.99%
+$32,357.75 
DUOL Duolingo, Inc.
+0.91%
+$29,308.38 
CALM Cal-Maine Foods Inc.
+0.8%
+$24,390.73 
BMY Bristol-Myers Squibb Company
+0.69%
+$31,053.15 
SE Sea Ltd.
+0.47%
+$21,908 
ENPH Enphase Energy, Inc.
+0.43%
+$3,831.04 
CASY Casey's General Stores Inc.
+0.4%
+$12,446 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$18,127.56 
SMIN iShares MSCI India Small-Cap ETF
+0.36%
+$13,565.61 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$16,030.41 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.32%
+$8,838.72 
KNSL Kinsale Capital Group Inc.
+0.15%
+$6,084.76 
EPI WisdomTree India Earnings Fund
+0.07%
+$4,326.03 
OC Owens Corning
+0.06%
+$1,653.67 
DIS The Walt Disney Company
+0.03%
+$677.16 
SHV iShares Short Treasury Bond ETF
+0.03%
+$131.67 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$3,942.5 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$296,103.52 
NXT Nextracker Inc.
-7.25%
-$82,757.16 
TECK Teck Resources Ltd.
-3.6%
-$159,414.75 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$88,856.3 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$52,850.72 
SMPL Simply Good Foods Co.
-1.93%
-$40,495.8 
PINS Pinterest, Inc. Class A
-1.72%
-$48,062.7 
CPRT Copart Inc.
-1.52%
-$30,895.2 
FCX Freeport-McMoRan Inc.
-1.28%
-$6,687.36 
DE Deere & Company
-1.13%
-$2,189.6 
LOW Lowe's Companies Inc.
-1.08%
-$2,855.66 
PLD Prologis Inc.
-1.08%
-$32,104.02 
AMGN Amgen Inc.
-0.64%
-$28,683.8 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$27,331 
MELI MercadoLibre, Inc.
-0.41%
-$15,101.04 
TMUS T-Mobile US, Inc.
-0.36%
-$12,642.01 
COST Costco Wholesale Corporation
-0.24%
-$5,731.84 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$5,232.71 
ALB Albemarle Corporation
-0.1%
-$992.16 
ILF iShares Latin America 40 ETF
-0.03%
-$718.2 
TGT Target Corporation
-0.01%
-$417.48 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 524 | Longs Won 341/524 65% | Profit Factor 2.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $293,912.58 |
| Average Win $151,068.04 | Best Trade (Aug 05) $2.27M | Sharpe Ratio -9.2 |
| Average Loss -$119,312.33 | Worst Trade (Jun 29) -$1.12M | Z-Score 1.09 (72.4%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 2d | Expectancy $56,641.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,285 | 1,157 | 1,028 | 900 | 771 | 643 | 514 | 386 | 257 | 129 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,076 | $2.53M | $3.73M | - | $1.2M | 47.17% | -7.354% |
| ALB Albemarle Corporation | 8,268 | $550,629.65 | $972,647.52 | - | $422,017.87 | 76.64% | -0.102% |
| AMGN Amgen Inc. | 11,566 | $3.35M | $4.45M | - | $1.11M | 33.02% | -0.64% |
| AMZN Amazon.com Inc | 17,653 | $3.87M | $4.79M | - | $919,580.6 | 23.73% | +15.321% |
| ARE Alexandria Real Estate Equities, Inc. | 50,818 | $5.04M | $2.61M | - | -$2.43M | -48.16% | -1.981% |
| AVDV Avantis International Small Cap Value ETF | 54,662 | $4.46M | $5.72M | - | $1.26M | 28.32% | -0.476% |
| BMY Bristol-Myers Squibb Company | 69,007 | $4.18M | $4.51M | - | $327,934.33 | 7.85% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 9,746 | $3.6M | $4.99M | - | $1.39M | 38.52% | +0.365% |
| CALM Cal-Maine Foods Inc. | 34,844 | $2.76M | $3.06M | - | $302,351.53 | 10.97% | +0.804% |
| CASY Casey's General Stores Inc. | 3,556 | $1.9M | $3.1M | - | $1.2M | 63.1% | +0.403% |
| CMG Chipotle Mexican Grill, Inc. | 68,351 | $3.32M | $2.54M | - | -$779,743.56 | -23.46% | -3.375% |
| COST Costco Wholesale Corporation | 2,514 | $2.27M | $2.39M | - | $121,878.69 | 5.37% | -0.239% |
| CPNG Coupang Inc. | 122,902 | $2.96M | $2.01M | - | -$951,890.33 | -32.14% | +1.616% |
| CPRT Copart Inc. | 68,656 | $2.57M | $2M | - | -$565,964.77 | -22.06% | -1.522% |
| CRWD CrowdStrike Holdings, Inc. | 12,696 | $1.21M | $2.42M | - | $1.22M | 101.09% | +3.045% |
| DDOG Datadog, Inc. Class A Common Stock | 8,869 | $1.1M | $2.38M | - | $1.28M | 116.55% | -0.22% |
| DE Deere & Company | 322 | $204,254 | $190,839.73 | - | -$13,414.27 | -6.57% | -1.134% |
| DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 80,367 | $4.7M | $4.89M | - | $193,629.82 | 4.12% | 0.0 |
| DIS The Walt Disney Company | 22,572 | $2.19M | $2.17M | - | -$21,398.04 | -0.98% | +0.031% |
| DUOL Duolingo, Inc. | 24,222 | $2.79M | $3.27M | - | $479,353.82 | 17.21% | +0.906% |
No 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 William Garver?
The largest contributions to the portfolio's profits come from the following stocks: Everpure Inc - $2.6M, Freeport-McMoRan Inc - $2.04M, Tesla, Inc - $1.87M, Alphabet Inc - $1.75M, and United Rentals, Inc - $1.7M. 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: The Trade Desk, Inc. Class A - $2.11M, lululemon athletica inc - $1.7M, Boeing Company - $964,757.18, Magna International Inc - $866,681.67, and PubMatic Inc - $789,001.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Garver's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.48M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.31M, Alexandria Real Estate Equities, Inc - $408,449.38, Amgen Inc - $281,075.13, iShares MSCI India Small-Cap ETF - $243,161.05, and AES Corporation - $191,802.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Garver's monthly returns?
William Garver's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can William Garver's strategy be considered aggressive or moderate?
William Garver'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 William Garver's strategy?
William Garver'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.
