Patricia A. Thompson Portfolio
Invests via Leeward Investments LLC - MA | Managed by R. Todd Vingers, CFA, Jay C. Willadsen, CFA
Invests via Leeward Investments LLC - MA
Managed by R. Todd Vingers, CFA, Jay C. Willadsen, CFA
Automatically Tracked
Patricia A. Thompson Profile
With a proven track record in executive leadership, Patricia A. Thompson has established herself as a pivotal figure in corporate development and strategic transformation. Her extensive experience encompasses roles within multinational companies, where she effectively drove operational efficiencies and spearheaded growth initiatives. Known for her adeptness at navigating complex market dynamics, she plays a crucial role in aligning business objectives with evolving industry trends. Furthermore, her influence extends beyond internal operations as she engages actively in building partnerships that foster innovation and resilience across diverse sectors. Patricia's commitment to advancing organizational capabilities positions her as a significant contributor to enhancing competitiveness in the global marketplace.
With a proven track record in executive leadership, Patricia A. Thompson has established herself as a pivotal figure in corporate development and strategic transformation. Her extensive experience encompasses roles within multinational companies, where she effectively drove operational efficiencies and spearheaded growth initiatives. Known for her adeptness at navigating complex market dynamics, she plays a crucial role in aligning business objectives with evolving industry trends. Furthermore, her influence extends beyond internal operations as she engages actively in building partnerships that foster innovation and resilience across diverse sectors. Patricia's commitment to advancing organizational capabilities positions her as a significant contributor to enhancing competitiveness in the global marketplace.
Investment Philosophy & Strategy
Growth opportunities within emerging markets form a core component of Patricia A. Thompson's investment approach, reflecting her expansive leadership experience in corporate development. Her strategic vision combines operational improvements with an entrepreneurial mindset to enhance value creation and drive sustainable growth. By leveraging insights gained from navigating complex market landscapes, she prioritizes transformative initiatives that align with innovation trends while fostering robust partnerships across sectors. This proactive stance empowers organizations to adapt efficiently amidst shifting consumer demands, ensuring competitive advantages remain strong in dynamic environments.
Growth opportunities within emerging markets form a core component of Patricia A. Thompson's investment approach, reflecting her expansive leadership experience in corporate development. Her strategic vision combines operational improvements with an entrepreneurial mindset to enhance value creation and drive sustainable growth. By leveraging insights gained from navigating complex market landscapes, she prioritizes transformative initiatives that align with innovation trends while fostering robust partnerships across sectors. This proactive stance empowers organizations to adapt efficiently amidst shifting consumer demands, ensuring competitive advantages remain strong in dynamic environments.
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:
50.21%
Gain -0.25%
Monthly
0.68%
Yearly
8.51%
Drawdown
20.28%
$2.14B
Equity
Holdings
$2.14B
Investment
$1.65B
$748.02M
Profit -$5.18M
Realized
$263.17M
Unrealized
$484.85M
Dividends
$171.9M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$5.18M
Win %
70%
This Week
Compared To Last Week
Gain
-1.84%
Profit
-$40.01M
Win %
70%
This Month
Compared to last month
Gain
-1.03%
Profit
-$22.26M
Win %
70%
This Year
Compared to last year
Gain
-2.43%
Profit
-$53.28M
Win %
69%
GTES Gates Industrial Corporation plc
+8.53%
+$2.34M 
BDC Belden Inc.
+5.93%
+$1.07M 
VIAV Viavi Solutions Inc.
+5.42%
+$1.93M 
WHD Cactus Inc.
+4.86%
+$1.09M 
XPRO Expro Group Holdings N.V.
+4.73%
+$844,222.32 
CACI Caci International Inc.
+4.27%
+$791,132.01 
NGVT Ingevity Corporation
+4.16%
+$474,599.28 
COHU Cohu Inc.
+3.31%
+$813,919.26 
SXI Standex International Corporation
+3.22%
+$969,612.75 
LITE Lumentum Holdings Inc.
+2.99%
+$391,871.89 
HLIT Harmonic Inc.
+2.94%
+$549,472.11 
LDOS Leidos Holdings Inc.
+2.84%
+$162,967.53 
SM SM Energy Company
+2.81%
+$370,669.87 
OPCH Option Care Health Inc.
+2.54%
+$402,450.35 
EVR Evercore Inc.
+2.46%
+$262,851.89 
DVN Devon Energy Corporation
+2.17%
+$201,728.64 
KEYS Keysight Technologies, Inc.
+2.04%
+$389,073.53 
NMIH NMI Holdings Inc.
+1.98%
+$209,215.64 
LHX L3Harris Technologies, Inc.
+1.9%
+$163,752.85 
FANG Diamondback Energy Inc
+1.59%
+$167,309.34 
ITT Itt Inc.
+1.54%
+$310,837.84 
PR Permian Resources Corporation
+1.48%
+$581,195.13 
NBHC National Bank Holdings Corporation
+1.43%
+$310,340.55 
PH Parker-Hannifin Corporation
+1.43%
+$100,013.82 
SLB Schlumberger Limited
+1.39%
+$198,404.96 
OWL Blue Owl Capital Inc.
+1.38%
+$73,552.08 
RRX Regal Rexnord Corporation
+1.3%
+$564,381.84 
AKAM Akamai Technologies Inc.
+1.26%
+$138,200.92 
THG Hanover Insurance Group, Inc.
+1.1%
+$228,940.72 
ROG Rogers Corporation
+1.09%
+$417,432.47 
VMI Valmont Industries, Inc.
+1.07%
+$285,936.96 
ONB Old National Bancorp
+0.87%
+$203,665.92 
ESS Essex Property Trust, Inc.
+0.81%
+$68,272.92 
SFNC Simmons First National Corporation
+0.77%
+$142,687.08 
FHN First Horizon Corporation
+0.75%
+$108,792.67 
IDA Idacorp Inc.
+0.71%
+$161,153.16 
PTC PTC Inc.
+0.66%
+$66,995.1 
PBH Prestige Consumer Healthcare Inc.
+0.54%
+$118,237.32 
FBK FB Financial Corp
+0.47%
+$98,526.26 
CTO CTO Realty Growth, Inc.
+0.46%
+$34,957.1 
CHCO City Holding Company
+0.42%
+$43,000.73 
WABC Westamerica Bancorporation
+0.42%
+$33,821 
CASY Casey's General Stores Inc.
+0.4%
+$26,666.5 
ASB Associated Banc-Corp
+0.39%
+$85,136.28 
SNA Snap-on Inc.
+0.33%
+$24,624.38 
NPO EnPro Industries Inc.
+0.31%
+$102,451.4 
DOV Dover Corporation
+0.27%
+$31,226.27 
SLAB Silicon Laboratories Inc.
+0.26%
+$68,738.08 
HLIO Helios Technologies, Inc.
+0.26%
+$41,805 
AMP Ameriprise Financial, Inc.
+0.25%
+$19,382.24 
WCC Wesco International Inc.
+0.24%
+$53,543.87 
KFY Korn Ferry
+0.2%
+$46,561.92 
EHC Encompass Health Corporation
+0.16%
+$58,909.86 
DTE DTE Energy Company
+0.12%
+$14,234.27 
CAKE The Cheesecake Factory Incorporated
+0.11%
+$11,444.29 
PB Prosperity Bancshares Inc.
+0.07%
+$10,327.4 
COLB Columbia Banking System, Inc.
+0.06%
+$17,228.82 
VVV Valvoline Inc.
+0.05%
+$12,070.28 
HXL Hexcel Corporation
+0.04%
+$13,563.76 
HURN Huron Consulting Group Inc.
-7.32%
-$1.95M 
SHOO Steven Madden Ltd.
-3.66%
-$504,646.92 
GPI Group 1 Automotive Inc.
-3.35%
-$528,142.02 
IART Integra LifeSciences Holdings Corporation
-2.75%
-$164,571.44 
OI O-I Glass, Inc.
-2.72%
-$104,906.8 
SLGN Silgan Holdings Inc.
-2.63%
-$288,177.75 
URBN Urban Outfitters Inc.
-2.06%
-$200,211.96 
LH Labcorp Holdings Inc.
-2.01%
-$262,403.41 
LW Lamb Weston Holdings, Inc.
-1.87%
-$123,517 
JLL Jones Lang LaSalle Inc.
-1.85%
-$223,733.7 
GMED Globus Medical Inc.
-1.83%
-$241,560.69 
EPAC Enerpac Tool Group Corp.
-1.81%
-$157,283.28 
NSA National Storage Affiliates Trust
-1.74%
-$296,429.98 
NVST Envista Holdings Corporation
-1.69%
-$214,441.73 
STWD Starwood Property Trust Inc.
-1.54%
-$309,647 
POR Portland General Electric Company
-1.52%
-$173,877.36 
BLD TopBuild Corp
-1.45%
-$127,659.07 
RL Ralph Lauren Corporation
-1.44%
-$114,012.33 
CIM Chimera Investment Corporation
-1.42%
-$193,653.54 
BKH Black Hills Corporation
-1.41%
-$138,097.8 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.41%
-$126,137.9 
MUSA Murphy USA Inc.
-1.35%
-$170,969.3 
CLH Clean Harbors Inc.
-1.35%
-$578,865.46 
MTG MGIC Investment Corporation
-1.35%
-$226,885.66 
AER AerCap Holdings N.V.
-1.29%
-$110,344.2 
EXLS ExlService Holdings Inc.
-1.25%
-$124,376.21 
GNTX Gentex Corporation
-1.18%
-$172,605.44 
FIBK First Interstate Bancsystem Inc.
-1.14%
-$272,103.04 
RCL Royal Caribbean Group
-1.13%
-$70,197.59 
PKG Packaging Corporation of America
-1.12%
-$146,932.56 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$91,644.25 
BWA BorgWarner Inc.
-1.04%
-$76,875.8 
ADUS Addus HomeCare Corporation
-1.03%
-$142,028.4 
CDP COPT Defense Properties
-1.02%
-$220,922.91 
IBP Installed Building Products Inc.
-0.99%
-$181,116.48 
MCHP Microchip Technology Incorporated
-0.96%
-$153,190.51 
INGR Ingredion Inc.
-0.87%
-$116,813.16 
VOYA Voya Financial Inc.
-0.84%
-$238,171.92 
SR Spire Inc.
-0.83%
-$92,567.87 
ADC Agree Realty Corporation
-0.78%
-$231,916.51 
HUM Humana Inc.
-0.76%
-$39,793.74 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$60,011.89 
STAG Stag Industrial Inc.
-0.73%
-$120,169.28 
FAF First American Financial Corporation
-0.71%
-$99,158.58 
MZTI The Marzetti Company
-0.69%
-$40,157.58 
LKQ LKQ Corporation
-0.66%
-$38,607.15 
INDB Independent Bank Corp.
-0.65%
-$143,189.75 
BALL Ball Corp.
-0.63%
-$69,504.02 
AXTA Axalta Coating Systems Ltd.
-0.61%
-$156,509.05 
DAR Darling Ingredients Inc.
-0.59%
-$68,726.16 
WEC WEC Energy Group Inc.
-0.57%
-$44,867.55 
NMRK Newmark Group Inc.
-0.56%
-$145,594.04 
WAB Wabtec Corporation
-0.55%
-$71,465.6 
RGA Reinsurance Group of America, Inc.
-0.51%
-$78,206.36 
ALL Allstate Corporation
-0.49%
-$40,027.4 
ARMK Aramark
-0.49%
-$73,711.4 
G Genpact Ltd.
-0.45%
-$31,905.44 
AIG American International Group Inc.
-0.39%
-$29,417.45 
ETR Entergy Corporation
-0.38%
-$46,049.86 
UVSP Univest Financial Corporation
-0.36%
-$51,430.08 
ALLY Ally Financial Inc.
-0.34%
-$32,305.5 
IFF International Flavors & Fragrances Inc.
-0.33%
-$19,877.52 
PFGC Performance Food Group Co.
-0.31%
-$96,149.16 
EVRG Evergy Inc.
-0.29%
-$34,226.83 
COR Cencora, Inc.
-0.28%
-$29,358.76 
EXP Eagle Materials Inc.
-0.26%
-$25,404.3 
CNP CenterPoint Energy Inc.
-0.26%
-$23,500.85 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$9,143.56 
IWN iShares Russell 2000 Value ETF
-0.25%
-$32,005.54 
A Agilent Technologies Inc.
-0.24%
-$33,176.82 
CBT Cabot Corporation
-0.24%
-$46,233.42 
MGPI MGP Ingredients Inc.
-0.23%
-$2,698.12 
VLY Valley National Bancorp
-0.21%
-$54,619.44 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$18,659.47 
STZ Constellation Brands, Inc.
-0.12%
-$7,967.7 
IOSP Innospec Inc.
-0.1%
-$11,277.72 
WBS Webster Financial Corporation
-0.1%
-$7,964.32 
WTFC Wintrust Financial Corporation
-0.07%
-$18,279.47 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$4,266.4 
XEL Xcel Energy Inc.
-0.04%
-$3,198.24 
DORM Dorman Products, Inc.
-0.01%
-$2,930.71 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2563 | Longs Won 1419/2563 55% | Profit Factor 2.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.93M |
| Average Win $831,568.27 | Best Trade (Mar 31) $30.57M | Sharpe Ratio -14.88 |
| Average Loss -$377,599.35 | Worst Trade (May 21) -$14.95M | Z-Score -12.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 6d | Expectancy $291,853.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,650 | 5,085 | 4,520 | 3,955 | 3,390 | 2,825 | 2,260 | 1,695 | 1,130 | 565 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 97,576 | $13.03M | $13.5M | - | $471,236.37 | 3.62% | -0.245% |
| ADC Agree Realty Corporation | 380,191 | $23.71M | $29.58M | - | $5.87M | 24.76% | -0.778% |
| ADUS Addus HomeCare Corporation | 118,357 | $13.43M | $13.67M | - | $233,963.89 | 1.74% | -1.028% |
| AER AerCap Holdings N.V. | 56,012 | $3.38M | $8.45M | - | $5.08M | 150.4% | -1.289% |
| AIG American International Group Inc. | 94,895 | $5.97M | $7.46M | - | $1.48M | 24.8% | -0.393% |
| AKAM Akamai Technologies Inc. | 96,644 | $10.31M | $11.13M | - | $822,785.37 | 7.98% | +1.257% |
| ALL Allstate Corporation | 30,790 | $3.85M | $8.13M | - | $4.28M | 111.29% | -0.49% |
| ALLY Ally Financial Inc. | 215,370 | $7.86M | $9.33M | - | $1.47M | 18.65% | -0.345% |
| AMP Ameriprise Financial, Inc. | 14,045 | $4.47M | $7.67M | - | $3.2M | 71.52% | +0.253% |
| ARMK Aramark | 263,255 | $9.54M | $15M | - | $5.46M | 57.27% | -0.489% |
| ASB Associated Banc-Corp | 709,469 | $16.39M | $21.91M | - | $5.52M | 33.68% | +0.39% |
| AXTA Axalta Coating Systems Ltd. | 711,408 | $20.92M | $25.48M | - | $4.56M | 21.79% | -0.611% |
| BALL Ball Corp. | 169,522 | $8.97M | $11M | - | $2.03M | 22.6% | -0.628% |
| BDC Belden Inc. | 154,231 | $14.07M | $19.13M | - | $5.06M | 36% | +5.926% |
| BKH Black Hills Corporation | 135,390 | $10.22M | $9.64M | - | -$581,768.8 | -5.69% | -1.412% |
| BLD TopBuild Corp | 24,409 | $8.57M | $8.65M | - | $78,841.07 | 0.92% | -1.454% |
| BWA BorgWarner Inc. | 114,740 | $3.93M | $7.31M | - | $3.38M | 86.1% | -1.04% |
| CACI Caci International Inc. | 38,781 | $11.64M | $19.3M | - | $7.66M | 65.85% | +4.274% |
| CAKE The Cheesecake Factory Incorporated | 104,039 | $3.7M | $10.55M | - | $6.85M | 185.31% | +0.109% |
| CASY Casey's General Stores Inc. | 7,619 | $1.68M | $6.64M | - | $4.96M | 295% | +0.403% |
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 Patricia A. Thompson?
The largest contributions to the portfolio's profits come from the following stocks: Lumentum Holdings Inc - $135.89M, EMCOR Group, Inc - $29.03M, Murphy USA Inc - $26.66M, Clean Harbors Inc - $18.66M, and Huron Consulting Group Inc - $17.49M. 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 Hain Celestial Group, Inc - $14.8M, PacWest Bancorp - $14.02M, QuidelOrtho Corporation - $13.73M, Western Alliance Bancorporation - $13.16M, and Civitas Resources Inc - $12.87M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patricia A. Thompson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $171.9M earned over time. The largest contributors to dividend income include Chimera Investment Corporation - $16.44M, First Interstate Bancsystem Inc - $5.46M, Columbia Banking System, Inc - $4.48M, Portland General Electric Company - $3.88M, and Permian Resources Corporation - $3.71M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patricia A. Thompson's monthly returns?
Patricia A. Thompson's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Patricia A. Thompson's strategy be considered aggressive or moderate?
Patricia A. Thompson'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 Patricia A. Thompson's strategy?
Patricia A. Thompson'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.
