William Brennan Portfolio
Invests via Long Path Partners LP | Managed by William (Will) Brennan, Brian Nelson, Ted Keith
Invests via Long Path Partners LP
Managed by William (Will) Brennan, Brian Nelson, Ted Keith
Automatically Tracked
William Brennan Profile
With an extensive background in investment management and corporate finance, William Brennan has made significant contributions across multiple sectors. His experience encompasses senior leadership roles within high-profile firms where he has overseen critical market expansions and strategic growth initiatives. Having cultivated a diverse network of relationships, he actively engages with key stakeholders to drive innovation and operational efficiencies. William’s analytical acumen allows him to effectively navigate complex business challenges while fostering collaboration among teams. Renowned for his insights into capital markets trends, his expertise remains highly relevant in today’s fast-paced financial landscape.
With an extensive background in investment management and corporate finance, William Brennan has made significant contributions across multiple sectors. His experience encompasses senior leadership roles within high-profile firms where he has overseen critical market expansions and strategic growth initiatives. Having cultivated a diverse network of relationships, he actively engages with key stakeholders to drive innovation and operational efficiencies. William’s analytical acumen allows him to effectively navigate complex business challenges while fostering collaboration among teams. Renowned for his insights into capital markets trends, his expertise remains highly relevant in today’s fast-paced financial landscape.
Investment Philosophy & Strategy
William Brennan embraces an entrepreneurial approach to investment by identifying high-potential opportunities in emerging sectors. His leadership experience equips him with a keen eye for market trends and the ability to drive transformative strategies within organizations. By prioritizing innovative solutions and fostering strong partnerships, he cultivates sustainable growth avenues while managing risk through diversification. This dynamic perspective not only reflects his commitment to operational excellence but also positions him as a thought leader adept at capitalizing on evolving market conditions.
William Brennan embraces an entrepreneurial approach to investment by identifying high-potential opportunities in emerging sectors. His leadership experience equips him with a keen eye for market trends and the ability to drive transformative strategies within organizations. By prioritizing innovative solutions and fostering strong partnerships, he cultivates sustainable growth avenues while managing risk through diversification. This dynamic perspective not only reflects his commitment to operational excellence but also positions him as a thought leader adept at capitalizing on evolving market conditions.
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:
-4.27%
Gain +2.23%
Monthly
0.62%
Yearly
7.65%
Drawdown
55.4%
$254.66M
Equity
Holdings
$254.66M
Investment
$279.67M
$8.55M
Profit +$5.68M
Realized
$33.56M
Unrealized
-$25.01M
Dividends
$2.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.23%
Profit
$5.68M
Win %
50%
This Week
Compared To Last Week
Gain
7.29%
Profit
$17.29M
Win %
50%
This Month
Compared to last month
Gain
11.84%
Profit
$26.97M
Win %
50%
This Year
Compared to last year
Gain
11.84%
Profit
$26.97M
Win %
34%
SPSC SPS Commerce Inc.
+11.48%
+$1.37M 
ALKT Alkami Technology, Inc.
+2.02%
+$806,228.64 
PCOR Procore Technologies Inc.
+1.82%
+$173,358.08 
VEEV Veeva Systems Inc.
+1.1%
+$117,078.36 
NCNO nCino, Inc.
+0.43%
+$291,155.36 
TDG TransDigm Group Inc.
+0.36%
+$27,168.48 
IIIV I3 Verticals Inc.
+0.19%
+$8,612.54 Events
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Dividends
Dividend Analysis
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| Trades 164 | Longs Won 91/164 55% | Profit Factor 1.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.75M |
| Average Win $1.24M | Best Trade (Dec 31) $9.62M | Sharpe Ratio -8.46 |
| Average Loss -$1.43M | Worst Trade (Aug 02) -$17.27M | Z-Score -0.87 (61.8%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy $52,150.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.03% | 0.35% | 1.46% | 4.01% | 8.78% | 16.65% | 28.6% | 45.7% | 69.09% |
| Consecutive Losing Trades | 178 | 160 | 142 | 125 | 107 | 89 | 71 | 53 | 36 | 18 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ALKT Alkami Technology, Inc. | 2.24M | $50.24M | $40.69M | - | -$9.55M | -19.01% | +2.021% |
 CPAY Corpay, Inc. | 87,472 | $28.37M | $33.42M | - | $5.05M | 17.81% | -2.053% |
| IIIV I3 Verticals Inc. | 215,319 | $5.2M | $4.53M | - | -$661,876.63 | -12.74% | +0.19% |
 MLAB Mesa Laboratories Inc. | 477,126 | $40.73M | $48.1M | - | $7.37M | 18.1% | -0.228% |
| NCNO nCino, Inc. | 3.64M | $94.09M | $67.18M | - | -$26.91M | -28.6% | +0.435% |
| PCOR Procore Technologies Inc. | 176,896 | $13.03M | $9.69M | - | -$3.34M | -25.62% | +1.822% |
| SPSC SPS Commerce Inc. | 180,912 | $10.34M | $13.28M | - | $2.93M | 28.37% | +11.484% |
| TDG TransDigm Group Inc. | 6,078 | $7.04M | $7.62M | - | $579,962.76 | 8.23% | +0.358% |
 TYL Tyler Technologies Inc. | 62,642 | $21.33M | $19.39M | - | -$1.94M | -9.08% | -4.241% |
| VEEV Veeva Systems Inc. | 52,738 | $9.3M | $10.75M | - | $1.45M | 15.56% | +1.101% |
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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 Brennan?
The largest contributions to the portfolio's profits come from the following stocks: Salesforce Inc - $28.22M, Alkami Technology, Inc - $19.21M, TransDigm Group Inc - $8.57M, ServiceNow, Inc - $8.26M, and Appfolio Inc - $3.37M. 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: nCino, Inc - $19.08M, Docebo Inc - $7.2M, Liberty Broadband Corporation - $4.82M, Liberty Broadband Corporation - $1.29M, and Workday Inc - $1.15M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Brennan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.67M earned over time. The largest contributors to dividend income include Silvercrest Asset Management Group Inc - $1.71M, TransDigm Group Inc - $689,745, Salesforce Inc - $161,298.4, Mesa Laboratories Inc - $101,248.96, and Intercontinental Exchange, Inc - $5,683.86. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Brennan's monthly returns?
William Brennan'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 William Brennan's strategy be considered aggressive or moderate?
William Brennan'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 William Brennan's strategy?
William Brennan'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.
