PAT
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:
54.86%
Gain +1.34%
Monthly
0.74%
Yearly
9.3%
Drawdown
18.34%
$2.14B
Equity
Holdings
$2.14B
Investment
$1.58B
$789.1M
Profit +$33.32M
Realized
$228.96M
Unrealized
$560.14M
Dividends
$170.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.34%
Profit
$33.32M
Win %
71%
This Week
Compared To Last Week
Gain
1.07%
Profit
$22.7M
Win %
71%
This Month
Compared to last month
Gain
2.09%
Profit
$43.86M
Win %
71%
This Year
Compared to last year
Gain
12.29%
Profit
$234.28M
Win %
68%
OI O-I Glass, Inc.
+8.08%
+$359,721 
HLIT Harmonic Inc.
+7.22%
+$1.66M 
RCL Royal Caribbean Group
+7.08%
+$381,241.97 
COHU Cohu Inc.
+6.92%
+$2.44M 
VIAV Viavi Solutions Inc.
+6.64%
+$4.43M 
HXL Hexcel Corporation
+6.26%
+$2.01M 
URBN Urban Outfitters Inc.
+6.2%
+$483,927.51 
CAKE The Cheesecake Factory Incorporated
+6.16%
+$462,183.15 
MCHP Microchip Technology Incorporated
+6.03%
+$1.19M 
GTES Gates Industrial Corporation plc
+5.88%
+$1.62M 
ROG Rogers Corporation
+5.7%
+$1.08M 
IBP Installed Building Products Inc.
+5.62%
+$917,114 
BDC Belden Inc.
+5.24%
+$761,063.04 
BWA BorgWarner Inc.
+4.77%
+$412,552.6 
RL Ralph Lauren Corporation
+4.73%
+$379,905.11 
VVV Valvoline Inc.
+4.6%
+$1.04M 
KEYS Keysight Technologies, Inc.
+4.6%
+$1.36M 
YETI FNCL Series 2007 Other Floating Rate Instrument
+4.54%
+$331,169.61 
SXI Standex International Corporation
+4.48%
+$1.39M 
QDEL QuidelOrtho Corporation
+4.3%
+$108,373.58 
IFF International Flavors & Fragrances Inc.
+4.28%
+$256,736.85 
HLIO Helios Technologies, Inc.
+4.25%
+$507,501 
BLD TopBuild Corp
+4.24%
+$423,451.34 
NPO EnPro Industries Inc.
+4.24%
+$1.46M 
GNTX Gentex Corporation
+4.12%
+$646,597.63 
PKG Packaging Corporation of America
+4.03%
+$451,459.74 
NGVT Ingevity Corporation
+4%
+$451,123.75 
ALLY Ally Financial Inc.
+3.94%
+$375,766.05 
EVR Evercore Inc.
+3.87%
+$477,012.45 
LITE Lumentum Holdings Inc.
+3.54%
+$1.05M 
PFGC Performance Food Group Co.
+3.5%
+$970,990.04 
SHOO Steven Madden Ltd.
+3.46%
+$386,534.61 
WCC Wesco International Inc.
+2.96%
+$683,338.81 
LHX L3Harris Technologies, Inc.
+2.95%
+$273,843.15 
IOSP Innospec Inc.
+2.95%
+$171,732.6 
PH Parker-Hannifin Corporation
+2.92%
+$197,094.18 
VMI Valmont Industries, Inc.
+2.81%
+$827,260.98 
CBT Cabot Corporation
+2.73%
+$510,148.45 
SLGN Silgan Holdings Inc.
+2.64%
+$282,449.44 
OWL Blue Owl Capital Inc.
+2.64%
+$138,910 
IART Integra LifeSciences Holdings Corporation
+2.6%
+$158,220.2 
EPAC Enerpac Tool Group Corp.
+2.55%
+$211,853.7 
DOV Dover Corporation
+2.34%
+$276,255.55 
LW Lamb Weston Holdings, Inc.
+2.33%
+$134,532.42 
ARMK Aramark
+2.33%
+$345,203.6 
WAB Wabtec Corporation
+2.3%
+$278,244.07 
IWN iShares Russell 2000 Value ETF
+2.24%
+$266,821.6 
AXTA Axalta Coating Systems Ltd.
+2.15%
+$508,150.5 
AER AerCap Holdings N.V.
+2.03%
+$162,438.16 
EXP Eagle Materials Inc.
+2.01%
+$185,087.76 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.95%
+$7,483.76 
SNA Snap-on Inc.
+1.83%
+$132,901 
WBS Webster Financial Corporation
+1.81%
+$247,444.6 
LKQ LKQ Corporation
+1.77%
+$75,677.4 
AKAM Akamai Technologies Inc.
+1.75%
+$326,395.68 
VOYA Voya Financial Inc.
+1.75%
+$451,616.88 
HST Host Hotels & Resorts Inc.
+1.57%
+$115,843.5 
COLB Columbia Banking System, Inc.
+1.53%
+$409,400.88 
WHD Cactus Inc.
+1.4%
+$213,209.7 
HUM Humana Inc.
+1.29%
+$70,068.4 
CACI Caci International Inc.
+1.21%
+$247,928.12 
WABC Westamerica Bancorporation
+1.2%
+$94,446.03 
ONB Old National Bancorp
+1.19%
+$262,438.4 
ASB Associated Banc-Corp
+1.17%
+$242,735.3 
NVST Envista Holdings Corporation
+1.16%
+$132,199.76 
SFNC Simmons First National Corporation
+1.14%
+$202,368.25 
MUSA Murphy USA Inc.
+1.09%
+$265,897.4 
DORM Dorman Products Inc.
+1.02%
+$193,045.92 
CIM Chimera Investment Corporation
+0.98%
+$142,939.16 
FIBK First Interstate Bancsystem Inc.
+0.94%
+$214,872.52 
ITT Itt Inc.
+0.92%
+$180,069.5 
SLB Schlumberger Limited
+0.91%
+$155,814.21 
FHN First Horizon Corporation
+0.83%
+$200,667.94 
WTFC Wintrust Financial Corporation
+0.72%
+$189,203.84 
RGA Reinsurance Group of America, Inc.
+0.71%
+$99,449.25 
SLAB Silicon Laboratories Inc.
+0.6%
+$160,595.52 
NSA National Storage Affiliates Trust
+0.59%
+$106,230.42 
INDB Independent Bank Corp.
+0.58%
+$125,054.31 
CDP COPT Defense Properties
+0.53%
+$104,082.84 
UVSP Univest Financial Corporation
+0.48%
+$65,692.8 
STZ Constellation Brands, Inc.
+0.41%
+$32,814.62 
AIG American International Group Inc.
+0.27%
+$19,942.4 
FBK FB Financial Corp
+0.2%
+$39,557.98 
XEL Xcel Energy Inc.
+0.19%
+$15,605.61 
STAG Stag Industrial Inc.
+0.18%
+$30,681.84 
VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C
+0.12%
+$55,811.88 
IDA Idacorp Inc.
+0.1%
+$22,814.4 
LDOS Leidos Holdings Inc.
+0.07%
+$4,863.33 
EVRG Evergy Inc.
+0.06%
+$7,540.8 
DTE DTE Energy Company
+0.05%
+$6,198.5 
CASY Casey's General Stores Inc.
+0.04%
+$2,720.5 
ABC AmerisourceBergen Corporation
0%
$0 
BLL Ball Corp
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
HSC Harsco Corporation
0%
$0 
LH
0%
$0 
SSB
0%
$0 
PTC PTC Inc.
-11.66%
-$1.23M 
SM SM Energy Company
-4.72%
-$661,113.75 
DAR Darling Ingredients Inc.
-2.78%
-$329,015.5 
PBH Prestige Consumer Healthcare Inc.
-2.67%
-$493,618.48 
SR Spire Inc.
-2.65%
-$300,383.25 
FANG Diamondback Energy Inc
-2.49%
-$272,636 
OPCH Option Care Health Inc.
-2.38%
-$242,340.27 
PR Permian Resources Corporation
-2.31%
-$878,779.27 
REDWX GreenFi Redwood Fund
-1.94%
-$79,086.96 
A Agilent Technologies Inc.
-1.91%
-$256,346.4 
FAF First American Financial Corporation
-1.89%
-$234,433.75 
HURN Huron Consulting Group Inc.
-1.75%
-$318,624 
ALL Allstate Corporation
-1.59%
-$115,920.72 
EXLS ExlService Holdings Inc.
-1.58%
-$135,980.14 
INGR Ingredion Inc.
-1.37%
-$195,854.64 
ESS Essex Property Trust, Inc.
-1.21%
-$108,552.64 
MTG MGIC Investment Corporation
-1.21%
-$175,316.78 
NMRK Newmark Group Inc.
-1.2%
-$315,091.08 
MGPI MGP Ingredients Inc.
-1.13%
-$12,671.94 
POR Portland General Electric Co.
-1.1%
-$130,406.08 
WTW Willis Towers Watson Public Limited Company
-1.08%
-$99,284.9 
MAA Mid-America Apartment Communities, Inc.
-1.08%
-$97,216.82 
CLH Clean Harbors Inc.
-0.83%
-$337,562.4 
NMIH NMI Holdings Inc.
-0.81%
-$74,589.6 
EHC Encompass Health Corporation
-0.71%
-$246,127.53 
ZBH Zimmer Biomet Holdings, Inc.
-0.68%
-$56,452.8 
CHCO City Holding Company
-0.63%
-$58,366.98 
WEC WEC Energy Group Inc.
-0.58%
-$49,786.7 
G Genpact Ltd.
-0.56%
-$37,960.38 
ADC Agree Realty Corporation
-0.54%
-$161,159.93 
CTO CTO Realty Growth, Inc.
-0.52%
-$39,299.04 
STWD Starwood Property Trust Inc.
-0.5%
-$100,126.18 
XPRO Expro Group Holdings N.V.
-0.43%
-$68,143.46 
EPAM Epam Systems Inc.
-0.42%
-$23,531.82 
ETR Entergy Corporation
-0.39%
-$51,074.97 
GPI Group 1 Automotive Inc.
-0.38%
-$67,262.56 
GMED Globus Medical Inc.
-0.36%
-$49,546.72 
THG Hanover Insurance Group, Inc.
-0.32%
-$58,952.96 
ADUS Addus HomeCare Corporation
-0.3%
-$33,839.96 
CNP CenterPoint Energy Inc.
-0.19%
-$18,073.2 
AMP Ameriprise Financial, Inc.
-0.16%
-$10,992.7 
BKH Black Hills Corporation
-0.1%
-$9,644.25 
NBHC National Bank Holdings Corporation
-0.09%
-$20,796.8 
MZTI The Marzetti Company
-0.05%
-$2,757 
KFY Korn Ferry
-0.01%
-$2,970.54 Events
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Dividends
Dividend Analysis
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| Trades 2423 | Longs Won 1322/2423 54% | Profit Factor 3.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.09M |
| Average Win $890,338.04 | Best Trade (Mar 31) $30.57M | Sharpe Ratio -17.95 |
| Average Loss -$352,336.46 | Worst Trade (May 21) -$14.95M | Z-Score 2.67 (99.23%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 4d | Expectancy $325,672.49 |
| 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 | 6,098 | 5,488 | 4,878 | 4,268 | 3,659 | 3,049 | 2,439 | 1,829 | 1,220 | 610 |
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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Option values are updated at end of day.
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