Cabot-Wellington Portfolio
Invests via Cabot-Wellington LLC | Managed by Cabot-Wellington LLC
Invests via Cabot-Wellington LLC
Managed by Cabot-Wellington LLC
Automatically Tracked
Company Profile
Focused on long-term control investments in niche manufacturing, infrastructure and commercial real estate, Cabot-Wellington operates as a privately held investment group targeting North American middle-market opportunities. The firm combines direct equity capital with active operational oversight, repositioning assets through capital expenditure and strategic M&A. Its market relevance stems from patient capital, sector-specialist sourcing and emphasis on cash-generation and margin expansion.
Focused on long-term control investments in niche manufacturing, infrastructure and commercial real estate, Cabot-Wellington operates as a privately held investment group targeting North American middle-market opportunities. The firm combines direct equity capital with active operational oversight, repositioning assets through capital expenditure and strategic M&A. Its market relevance stems from patient capital, sector-specialist sourcing and emphasis on cash-generation and margin expansion.
Investment Philosophy & Strategy
Focuses on long‑term control investments in North American middle‑market niche manufacturing, infrastructure and commercial real estate, pairing direct equity with active operational oversight. Pursues buy‑and‑build and asset-repositioning situations where capital expenditure and strategic M&A can drive cash flow and margin expansion. Underwrites conservatively with sector-specialist sourcing, patient capital, disciplined leverage and a value‑creation bias toward resilient, cash-generative businesses.
Focuses on long‑term control investments in North American middle‑market niche manufacturing, infrastructure and commercial real estate, pairing direct equity with active operational oversight. Pursues buy‑and‑build and asset-repositioning situations where capital expenditure and strategic M&A can drive cash flow and margin expansion. Underwrites conservatively with sector-specialist sourcing, patient capital, disciplined leverage and a value‑creation bias toward resilient, cash-generative businesses.
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:
104.09%
Gain +0.59%
Monthly
0.63%
Yearly
7.82%
Drawdown
24.48%
$376.45M
Equity
Holdings
$376.45M
Investment
$206.72M
$288.78M
Profit +$1.34M
Realized
$119.05M
Unrealized
$169.73M
Dividends
$104.85M
Goals
Avg. 65% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 63% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$1.34M
Win %
97%
This Week
Compared To Last Week
Gain
0.34%
Profit
$1.29M
Win %
97%
This Month
Compared to last month
Gain
-0.81%
Profit
-$3.08M
Win %
97%
This Year
Compared to last year
Gain
-0.81%
Profit
-$3.08M
Win %
97%
Events
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Dividends
Dividend Analysis
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| Trades 1437 | Longs Won 925/1437 64% | Profit Factor 3.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.65M |
| Average Win $417,623.44 | Best Trade (Jul 20) $27.46M | Sharpe Ratio -15.06 |
| Average Loss -$190,479.64 | Worst Trade (Dec 31) -$21.46M | Z-Score -2.86 (100%) |
| Commissions $0 | Avg. Trade Length 3y 11m 5d | Expectancy $200,957.62 |
| 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% | 0.29% |
| Consecutive Losing Trades | 1,976 | 1,779 | 1,581 | 1,383 | 1,186 | 988 | 791 | 593 | 395 | 198 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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