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:
20.48%
Gain +1.03%
Monthly
0.56%
Yearly
6.91%
Drawdown
20.96%
$145.55M
Equity
Holdings
$145.55M
Investment
$139.73M
$23.59M
Profit +$1.43M
Realized
$17.78M
Unrealized
$5.82M
Dividends
$5.88M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.03%
Profit
$1.43M
Win %
56%
This Week
Compared To Last Week
Gain
0.14%
Profit
$210,010.77
Win %
56%
This Month
Compared to last month
Gain
1.79%
Profit
$2.56M
Win %
56%
This Year
Compared to last year
Gain
0.13%
Profit
$211,568.63
Win %
60%
CPRT Copart Inc.
+5.42%
+$115,923.75 
DUOL Duolingo, Inc.
+4.58%
+$153,944.17 
SFM Sprouts Farmers Market, Inc.
+4.18%
+$139,641.3 
SMPL Simply Good Foods Co.
+3.78%
+$88,208.6 
TTAN ServiceTitan, Inc.
+3.62%
+$40,172.38 
LOW Lowe's Companies Inc.
+3.45%
+$7,177.94 
BMY Bristol-Myers Squibb Company
+3.22%
+$165,100.4 
PINS Pinterest, Inc. Class A
+2.92%
+$73,118.35 
GEHC GE HealthCare Technologies Inc.
+2.89%
+$74,018.34 
GMED Globus Medical Inc.
+2.87%
+$69,313.5 
CASY Casey's General Stores Inc.
+2.46%
+$56,654.89 
CPNG Coupang Inc.
+2.4%
+$51,836.6 
ARE Alexandria Real Estate Equities, Inc.
+2.24%
+$48,051.24 
KNSL Kinsale Capital Group Inc.
+2.2%
+$89,380.79 
OC Owens Corning
+2%
+$44,451.06 
DIS The Walt Disney Company
+1.97%
+$48,906.05 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+1.81%
+$52,600.31 
MELI MercadoLibre, Inc.
+1.68%
+$62,644.94 
SE Sea Ltd.
+1.62%
+$50,045.38 
EPI WisdomTree India Earnings Fund
+1.42%
+$88,045.74 
CMG Chipotle Mexican Grill, Inc.
+1.34%
+$32,580.24 
GRAB Grab Holdings Limited
+1.2%
+$22,203.76 
DE Deere & Company
+1.11%
+$2,321.62 
CALM Cal-Maine Foods Inc.
+0.88%
+$19,349.52 
TECK Teck Resources Ltd.
+0.65%
+$28,775.04 
GOOG Alphabet Inc
+0.52%
+$11,146.39 
COST Costco Wholesale Corporation
+0.45%
+$19,376.58 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$22,074.14 
TMUS T-Mobile US, Inc.
+0.23%
+$7,638.69 
AAPL Apple Inc.
+0.06%
+$2,370.32 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1,583.76 
SHV iShares Short Treasury Bond ETF
+0.01%
+$47.68 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-2.66%
-$63,763.74 
DDOG Datadog, Inc. Class A Common Stock
-1.82%
-$28,860.86 
PLD Prologis Inc.
-1.52%
-$40,170.44 
ALB Albemarle Corporation
-0.84%
-$16,654.28 
URI United Rentals, Inc.
-0.67%
-$19,989.47 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.63%
-$42,263.18 
AVDV Avantis International Small Cap Value ETF
-0.4%
-$26,852.64 
NXT Nextracker Inc.
-0.33%
-$6,760.53 
FCX Freeport-McMoRan Inc.
-0.2%
-$1,049.16 
AMZN Amazon.com Inc
-0.11%
-$4,958.18 
FSLR First Solar, Inc.
-0.05%
-$1,545.51 
ILF iShares Latin America 40 ETF
-0.03%
-$1,275.1 Events
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Dividends
Dividend Analysis
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No Data
| Trades 568 | Longs Won 364/568 64% | Profit Factor 1.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $276,259 |
| Average Win $134,746.09 | Best Trade (Dec 30) $1.6M | Sharpe Ratio -9.32 |
| Average Loss -$124,773.4 | Worst Trade (Jun 29) -$1.12M | Z-Score -1.37 (83.06%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 5d | Expectancy $41,538.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,167 | 1,050 | 933 | 817 | 700 | 583 | 467 | 350 | 233 | 117 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,851 | $2.49M | $4.07M | - | $1.58M | 63.23% | +0.058% |
| ALB Albemarle Corporation | 20,187 | $1.81M | $1.96M | - | $149,664.64 | 8.26% | -0.842% |
| AMZN Amazon.com Inc | 17,397 | $3.82M | $4.42M | - | $596,814.49 | 15.63% | -0.112% |
| ARE Alexandria Real Estate Equities, Inc. | 51,668 | $5.08M | $2.19M | - | -$2.89M | -56.88% | +2.241% |
| AVDV Avantis International Small Cap Value ETF | 62,448 | $5.31M | $6.67M | - | $1.36M | 25.68% | -0.401% |
| BMY Bristol-Myers Squibb Company | 86,440 | $5.27M | $5.29M | - | $22,533.98 | 0.43% | +3.222% |
| BRK-B Berkshire Hathaway Inc. | 11,773 | $4.61M | $6.22M | - | $1.61M | 34.91% | +0.356% |
| CALM Cal-Maine Foods Inc. | 34,864 | $2.76M | $2.22M | - | -$535,210.3 | -19.41% | +0.878% |
| CASY Casey's General Stores Inc. | 3,531 | $1.89M | $2.36M | - | $478,284.67 | 25.36% | +2.455% |
| CMG Chipotle Mexican Grill, Inc. | 79,464 | $3.68M | $2.46M | - | -$1.22M | -33.19% | +1.343% |
| COST Costco Wholesale Corporation | 4,434 | $4.02M | $4.37M | - | $354,500.69 | 8.82% | +0.445% |
| CPNG Coupang Inc. | 150,251 | $3.34M | $2.21M | - | -$1.13M | -33.7% | +2.397% |
| CPRT Copart Inc. | 81,350 | $2.91M | $2.25M | - | -$658,532.96 | -22.62% | +5.424% |
| CRWD CrowdStrike Holdings, Inc. | 9,632 | $911,482.38 | $2.34M | - | $1.43M | 156.44% | -2.656% |
| DDOG Datadog, Inc. Class A Common Stock | 5,896 | $736,616.27 | $1.56M | - | $822,492.49 | 111.66% | -1.817% |
| DE Deere & Company | 322 | $204,254 | $211,743.98 | - | $7,489.98 | 3.67% | +1.109% |
| DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 106,269 | $6.34M | $6.68M | - | $340,187.25 | 5.37% | -0.629% |
| DIS The Walt Disney Company | 22,747 | $2.21M | $2.53M | - | $317,143.87 | 14.34% | +1.973% |
| DUOL Duolingo, Inc. | 24,035 | $2.76M | $3.51M | - | $747,849.46 | 27.05% | +4.584% |
| EMBJ Embraer S.A. Sponsored American Depositary Receipt | 40,618 | $2.6M | $2.96M | - | $359,860.57 | 13.86% | +1.811% |
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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 William Garver?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $3.04M, Everpure Inc - $2.6M, Freeport-McMoRan Inc - $2.06M, Tesla, Inc - $1.87M, and United Rentals, Inc - $1.76M. 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, Enphase Energy, Inc - $1.68M, Boeing Company - $964,757.18, and Magna International Inc - $866,681.67. 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 $5.88M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.44M, Alexandria Real Estate Equities, Inc - $445,038.34, Amgen Inc - $310,221.45, iShares MSCI India Small-Cap ETF - $243,161.05, and Avantis International Small Cap Value ETF - $196,183.29. 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.
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