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:
45.92%
Gain -0.34%
Monthly
0.74%
Yearly
9.23%
Drawdown
20.27%
$2.23B
Equity
Holdings
$2.23B
Investment
$1.66B
$787.62M
Profit -$8.25M
Realized
$215.28M
Unrealized
$572.35M
Dividends
$174.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$8.25M
Win %
73%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$5.29M
Win %
73%
This Month
Compared to last month
Gain
-0.6%
Profit
-$13.4M
Win %
73%
This Year
Compared to last year
Gain
10.84%
Profit
$218.21M
Win %
71%
LITE Lumentum Holdings Inc.
+5.04%
+$1.29M 
VIAV Viavi Solutions Inc.
+3.15%
+$1.71M 
URBN Urban Outfitters Inc.
+2.87%
+$225,117.5 
MGPI MGP Ingredients Inc.
+2.86%
+$34,995.12 
MZTI The Marzetti Company
+2.72%
+$160,457.4 
AKAM Akamai Technologies Inc.
+2.48%
+$425,889.1 
HXL Hexcel Corporation
+2.26%
+$824,082.24 
PBH Prestige Consumer Healthcare Inc.
+1.96%
+$369,271.84 
ALL Allstate Corporation
+1.49%
+$121,456.26 
EPAM Epam Systems Inc.
+1.37%
+$73,310.67 
DAR Darling Ingredients Inc.
+1.21%
+$154,213.4 
AER AerCap Holdings N.V.
+1.12%
+$97,818.6 
STZ Constellation Brands, Inc.
+1.04%
+$77,030.93 
PR Permian Resources Corporation
+0.96%
+$376,619.68 
MUSA Murphy USA Inc.
+0.83%
+$204,994.56 
PTC PTC Inc.
+0.78%
+$75,883.27 
THG Hanover Insurance Group, Inc.
+0.69%
+$135,407.58 
MAA Mid-America Apartment Communities, Inc.
+0.68%
+$57,943.8 
NPO EnPro Industries Inc.
+0.56%
+$193,276.8 
EHC Encompass Health Corporation
+0.54%
+$205,668.21 
CASY Casey's General Stores Inc.
+0.48%
+$32,964.12 
SM SM Energy Company
+0.45%
+$59,713.5 
COHU Cohu Inc.
+0.43%
+$142,149.26 
CTO CTO Realty Growth, Inc.
+0.41%
+$32,153.76 
CAKE The Cheesecake Factory Incorporated
+0.37%
+$33,999.68 
ESS Essex Property Trust, Inc.
+0.36%
+$33,764.92 
HST Host Hotels & Resorts Inc.
+0.31%
+$23,168.7 
OPCH Option Care Health Inc.
+0.3%
+$31,361.68 
INGR Ingredion Inc.
+0.3%
+$43,060.24 
WABC Westamerica Bancorporation
+0.28%
+$23,490.6 
LDOS Leidos Holdings Inc.
+0.24%
+$14,049.62 
EXLS ExlService Holdings Inc.
+0.21%
+$17,736.54 
POR Portland General Electric Company
+0.1%
+$12,807.74 
STAG Stag Industrial Inc.
+0.07%
+$13,149.36 
INDB Independent Bank Corp.
+0.07%
+$14,634.01 
BKH Black Hills Corporation
+0.05%
+$5,511 
IOSP Innospec Inc.
+0.04%
+$2,422.41 
SLAB Silicon Laboratories Inc.
+0.01%
+$2,451.84 
RCL Royal Caribbean Group
0%
+$200.59 
BLD TopBuild Corp
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
HLIT Harmonic Inc.
0%
$0 
HSC Harsco Corporation
0%
$0 
GPI Group 1 Automotive Inc.
-5.35%
-$946,015.36 
GTES Gates Industrial Corporation plc
-3.5%
-$1.01M 
DORM Dorman Products, Inc.
-2.89%
-$613,556.8 
QDEL QuidelOrtho Corporation
-2.76%
-$89,613.74 
STWD Starwood Property Trust Inc.
-2.68%
-$535,969.53 
WCC Wesco International Inc.
-2.56%
-$580,095.6 
XPRO Expro Group Holdings N.V.
-2.49%
-$399,125.98 
SLGN Silgan Holdings Inc.
-2.4%
-$306,892.18 
EXP Eagle Materials Inc.
-2.34%
-$207,522.64 
PFGC Performance Food Group Co.
-2.24%
-$687,670 
DOV Dover Corporation
-2.22%
-$262,442.25 
EPAC Enerpac Tool Group Corp.
-2.2%
-$185,067.6 
PKG Packaging Corporation of America
-2.06%
-$248,600.04 
EVR Evercore Inc.
-2.02%
-$249,803.41 
CIM Chimera Investment Corporation
-1.82%
-$258,390.02 
NBHC National Bank Holdings Corporation
-1.82%
-$439,332.4 
NGVT Ingevity Corporation
-1.8%
-$228,459 
VLY Valley National Bancorp
-1.71%
-$474,416.79 
GNTX Gentex Corporation
-1.7%
-$264,372.43 
LKQ LKQ Corporation
-1.69%
-$72,313.96 
WAB Wabtec Corporation
-1.66%
-$205,021.13 
CACI Caci International Inc.
-1.64%
-$299,645.61 
BDC Belden Inc.
-1.64%
-$228,044.16 
IBP Installed Building Products Inc.
-1.61%
-$306,816.32 
OWL Blue Owl Capital Inc.
-1.58%
-$83,346 
FAF First American Financial Corporation
-1.53%
-$209,114.9 
DTE DTE Energy Company
-1.52%
-$200,123 
COLB Columbia Banking System, Inc.
-1.52%
-$444,618.16 
CBT Cabot Corporation
-1.45%
-$294,402.85 
SFNC Simmons First National Corporation
-1.42%
-$263,078.72 
FHN First Horizon Corporation
-1.38%
-$347,498.14 
OI O-I Glass, Inc.
-1.37%
-$66,615 
IFF International Flavors & Fragrances Inc.
-1.36%
-$86,118.03 
BWA BorgWarner Inc.
-1.36%
-$103,138.15 
FIBK First Interstate Bancsystem Inc.
-1.33%
-$328,628.56 
IART Integra LifeSciences Holdings Corporation
-1.3%
-$88,887.75 
ASB Associated Banc-Corp
-1.29%
-$293,456.11 
SLB Schlumberger Limited
-1.29%
-$186,668.52 
VVV Valvoline Inc.
-1.25%
-$311,500.5 
WHD Cactus Inc.
-1.21%
-$172,660.62 
RL Ralph Lauren Corporation
-1.2%
-$97,056.05 
LW Lamb Weston Holdings, Inc.
-1.15%
-$70,531.56 
LH Labcorp Holdings Inc.
-1.13%
-$140,052.83 
SNA Snap-on Inc.
-1.07%
-$83,877 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-1.07%
-$91,305.5 
COR Cencora, Inc.
-1.05%
-$112,691.12 
ZBH Zimmer Biomet Holdings, Inc.
-1.04%
-$89,383.6 
ONB Old National Bancorp
-1.03%
-$248,864 
VOYA Voya Financial Inc.
-1.02%
-$295,287.96 
ETR Entergy Corporation
-0.98%
-$132,438.58 
ITT Itt Inc.
-0.97%
-$199,782.32 
PH Parker-Hannifin Corporation
-0.96%
-$70,396.28 
HURN Huron Consulting Group Inc.
-0.95%
-$180,885.5 
NSA National Storage Affiliates Trust
-0.94%
-$165,247.32 
SHOO Steven Madden Ltd.
-0.94%
-$103,581.17 
ADC Agree Realty Corporation
-0.94%
-$298,735.48 
AIG American International Group Inc.
-0.93%
-$74,285.44 
VMI Valmont Industries, Inc.
-0.92%
-$279,960.72 
BALL Ball Corp.
-0.91%
-$87,288.66 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.86%
-$3,418.84 
IDA Idacorp Inc.
-0.84%
-$202,885.2 
ROG Rogers Corporation
-0.83%
-$151,314.9 
A Agilent Technologies Inc.
-0.82%
-$110,081.16 
UVSP Univest Financial Corporation
-0.82%
-$119,889.36 
WEC WEC Energy Group Inc.
-0.77%
-$65,508.62 
GMED Globus Medical Inc.
-0.73%
-$94,054.8 
WBS Webster Financial Corporation
-0.68%
-$98,977.84 
SXI Standex International Corporation
-0.65%
-$208,824.28 
NMRK Newmark Group Inc.
-0.64%
-$175,050.6 
CDP COPT Defense Properties
-0.64%
-$138,777.12 
NVST Envista Holdings Corporation
-0.62%
-$77,903.43 
KEYS Keysight Technologies, Inc.
-0.59%
-$168,984.55 
CNP CenterPoint Energy Inc.
-0.55%
-$53,090.03 
NMIH NMI Holdings Inc.
-0.54%
-$57,185.36 
IWN iShares Russell 2000 Value ETF
-0.47%
-$59,356.5 
ADUS Addus HomeCare Corporation
-0.45%
-$62,845.64 
FBK FB Financial Corp
-0.43%
-$93,500.68 
G Genpact Ltd.
-0.42%
-$27,415.83 
RRX Regal Rexnord Corporation
-0.4%
-$180,140.32 
MTG MGIC Investment Corporation
-0.39%
-$65,036.87 
WTFC Wintrust Financial Corporation
-0.38%
-$104,737.84 
KFY Korn Ferry
-0.36%
-$83,175.12 
ARMK Aramark
-0.34%
-$52,894.1 
EVRG Evergy Inc.
-0.32%
-$41,474.4 
HLIO Helios Technologies, Inc.
-0.32%
-$38,808.9 
HUM Humana Inc.
-0.28%
-$16,477.8 
SR Spire Inc.
-0.26%
-$30,320.37 
AXTA Axalta Coating Systems Ltd.
-0.26%
-$62,598.25 
MCHP Microchip Technology Incorporated
-0.22%
-$40,393.62 
AMP Ameriprise Financial, Inc.
-0.19%
-$15,003.55 
XEL Xcel Energy Inc.
-0.15%
-$12,484.32 
CHCO City Holding Company
-0.14%
-$13,878.37 
LHX L3Harris Technologies, Inc.
-0.13%
-$11,014.92 
RGA Reinsurance Group of America, Inc.
-0.12%
-$20,163.93 
CLH Clean Harbors Inc.
-0.08%
-$34,459.5 
FANG Diamondback Energy Inc
-0.07%
-$7,232.64 
WTW Willis Towers Watson Public Limited Company
-0.05%
-$5,207.25 
ALLY Ally Financial Inc.
-0.04%
-$4,554.74 
YETI FNCL Series 2007 Other Floating Rate Instrument
-0.03%
-$2,268.28 Events
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Dividends
Dividend Analysis
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| Trades 2423 | Longs Won 1332/2423 54% | Profit Factor 2.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.05M |
| Average Win $898,793.83 | Best Trade (Mar 31) $30.57M | Sharpe Ratio -23.16 |
| Average Loss -$375,405.57 | Worst Trade (May 21) -$14.95M | Z-Score 2.79 (99.47%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 5d | Expectancy $325,061.9 |
| 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 | 5,952 | 5,357 | 4,762 | 4,167 | 3,571 | 2,976 | 2,381 | 1,786 | 1,190 | 595 |
Hover over the desired column for a detailed explanation.
Returns
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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 Patricia A. Thompson?
The largest contributions to the portfolio's profits come from the following stocks: Lumentum Holdings Inc - $123.72M, EMCOR Group, Inc - $29.03M, Murphy USA Inc - $20.77M, Clean Harbors Inc - $17.71M, and Huron Consulting Group Inc - $17.38M. 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, Western Alliance Bancorporation - $13.16M, Civitas Resources Inc - $12.87M, and Integra LifeSciences Holdings Corporation - $12.13M. 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 $174.97M earned over time. The largest contributors to dividend income include Chimera Investment Corporation - $19.17M, First Interstate Bancsystem Inc - $5.17M, Columbia Banking System, Inc - $4.48M, Starwood Property Trust Inc - $4.19M, and Portland General Electric Company - $3.94M. 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.
