Alexander Rohr Portfolio
Invests via Emmett Investment Management LP | Managed by Alexander Rohr
Invests via Emmett Investment Management LP
Managed by Alexander Rohr
Automatically Tracked
Deploys capital into scalable European technology companies, prioritizing SaaS and fintech businesses where operational levers can accelerate ARR and margin expansion. Alexander Rohr manages institutional capital with a hands-on approach to portfolio governance, leading board-level strategic initiatives and follow-on financings. He draws on earlier roles in corporate development and growth equity to source deals and execute exits across public and private channels. Market-facing skills include due diligence, KPI-driven performance programs and LP reporting for pension and endowment clients.
Deploys capital into scalable European technology companies, prioritizing SaaS and fintech businesses where operational levers can accelerate ARR and margin expansion. Alexander Rohr manages institutional capital with a hands-on approach to portfolio governance, leading board-level strategic initiatives and follow-on financings. He draws on earlier roles in corporate development and growth equity to source deals and execute exits across public and private channels. Market-facing skills include due diligence, KPI-driven performance programs and LP reporting for pension and endowment clients.
Investment Philosophy & Strategy
Focuses on scaling European technology companies with a preference for SaaS and fintech, combining growth-equity pacing with operating rigor. Prioritizes capital allocation into high-ARR, margin-expansion opportunities where board-level intervention and KPI-driven operational programs unlock value. Employs a hands-on governance style, staging follow-on rounds to de-risk growth and align incentives. Underwrites with diligence on unit economics, churn, CAC payback and exit optionality across private and public routes, balancing institutional LP return targets and liquidity timing.
Focuses on scaling European technology companies with a preference for SaaS and fintech, combining growth-equity pacing with operating rigor. Prioritizes capital allocation into high-ARR, margin-expansion opportunities where board-level intervention and KPI-driven operational programs unlock value. Employs a hands-on governance style, staging follow-on rounds to de-risk growth and align incentives. Underwrites with diligence on unit economics, churn, CAC payback and exit optionality across private and public routes, balancing institutional LP return targets and liquidity timing.
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:
37.55%
Gain -0.7%
Monthly
1.61%
Yearly
21.09%
Drawdown
17.07%
$133.1M
Equity
Holdings
$133.1M
Investment
$109.74M
$39.75M
Profit -$914,602.46
Realized
$16.39M
Unrealized
$23.37M
Dividends
$3.16M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$914,602.46
Win %
82%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$914,602.46
Win %
82%
This Month
Compared to last month
Gain
0.02%
Profit
$21,874.89
Win %
82%
This Year
Compared to last year
Gain
0.34%
Profit
$456,362.51
Win %
77%
GEO The Geo Group, Inc.
+2.8%
+$76,386.95 
GRND Grindr Inc.
+1.65%
+$57,616 
JLL Jones Lang LaSalle Inc.
+1.48%
+$82,693.35 
WSE Wise Plc
+1.24%
+$75,011.04 
MAR Marriott International Inc. - Class A
+1.19%
+$63,289.95 
MCRI Monarch Casino & Resort Inc.
+1.05%
+$11,422.97 
NYT New York Times Co.
+1.03%
+$31,647 
CME CME Group Inc.
+0.97%
+$31,328.64 
CBL CBL & Associates Properties, Inc.
+0.94%
+$35,686.44 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+0.92%
+$43,880.76 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.74%
+$20,526.16 
IBKR Interactive Brokers Group Inc.
+0.7%
+$54,937.43 
GLD SPDR Gold Shares
+0.63%
+$30,378.84 
PGR Progressive Corporation
+0.35%
+$1,168.02 
L Loews Corporation
+0.28%
+$55,525.78 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WSR Whitestone REIT
0%
$0 
ZG Zillow Group, Inc.
-2.95%
-$119,198 
BOX Box Inc.
-2.94%
-$115,964.64 
LRCX Lam Research Corporation
-1.38%
-$121,133.02 
TOST Toast Inc.
-1.33%
-$32,336 
IDT IDT Corporation
-0.85%
-$24,946.62 
CNK Cinemark Holdings Inc.
-0.74%
-$18,088 
MCO Moody's Corporation
-0.71%
-$46,762.17 
SGI Somnigroup International Inc.
-0.42%
-$15,827.11 
RSG Republic Services, Inc.
-0.24%
-$22,824.6 
CASS Cass Information Systems, Inc.
-0.22%
-$3,822.13 
SNDA Sonida Senior Living Inc.
-0.2%
-$20,891.84 Events
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Dividends
Dividend Analysis
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| Trades 160 | Longs Won 107/160 66% | Profit Factor 5.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $628,372.64 |
| Average Win $461,010.02 | Best Trade (Sep 01) $4.56M | Sharpe Ratio -8.92 |
| Average Loss -$180,688.19 | Worst Trade (Dec 30) -$830,716.6 | Z-Score 3.69 (99.98%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $248,447.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 736 | 663 | 589 | 515 | 442 | 368 | 295 | 221 | 147 | 74 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BOX Box Inc. | 117,136 | $2.77M | $3.82M | - | $1.05M | 37.94% | -2.943% |
| CASS Cass Information Systems, Inc. | 29,401 | $1.19M | $1.72M | - | $524,366.86 | 43.96% | -0.222% |
| CBL CBL & Associates Properties, Inc. | 66,086 | $1.74M | $3.84M | - | $2.1M | 120.45% | +0.938% |
| CME CME Group Inc. | 12,096 | $3.29M | $3.26M | - | -$24,917.47 | -0.76% | +0.969% |
| CNK Cinemark Holdings Inc. | 64,600 | $2.17M | $2.41M | - | $243,542 | 11.22% | -0.743% |
| GEO The Geo Group, Inc. | 89,867 | $2.73M | $2.81M | - | $79,981.74 | 2.93% | +2.799% |
| GLD SPDR Gold Shares | 12,055 | $2.96M | $4.84M | - | $1.88M | 63.77% | +0.632% |
| GRND Grindr Inc. | 221,600 | $2.65M | $3.55M | - | $899,695.65 | 33.97% | +1.651% |
| IBKR Interactive Brokers Group Inc. | 85,840 | $3.79M | $7.9M | - | $4.11M | 108.44% | +0.7% |
| IDT IDT Corporation | 43,766 | $2.18M | $2.91M | - | $730,044.42 | 33.45% | -0.849% |
| JLL Jones Lang LaSalle Inc. | 15,090 | $4.8M | $5.66M | - | $854,848 | 17.79% | +1.483% |
| L Loews Corporation | 179,116 | $19.55M | $20.25M | - | $696,406.05 | 3.56% | +0.275% |
| LLYVK Liberty Media Corporation Series C Liberty Live Common Stock | 44,324 | $3.73M | $4.83M | - | $1.09M | 29.35% | +0.918% |
| LRCX Lam Research Corporation | 26,050 | $4.92M | $8.66M | - | $3.74M | 75.89% | -1.38% |
| MAR Marriott International Inc. - Class A | 15,105 | $5.56M | $5.39M | - | -$175,218.4 | -3.15% | +1.189% |
| MCO Moody's Corporation | 13,515 | $5.97M | $6.55M | - | $586,678.53 | 9.83% | -0.708% |
| MCRI Monarch Casino & Resort Inc. | 8,855 | $844,690.46 | $1.1M | - | $254,037.96 | 30.07% | +1.051% |
| NYT New York Times Co. | 47,950 | $2.84M | $3.11M | - | $266,861.88 | 9.4% | +1.029% |
| PGR Progressive Corporation | 1,600 | $360,480 | $335,360.02 | - | -$25,119.98 | -6.97% | +0.35% |
| RSG Republic Services, Inc. | 44,755 | $9.61M | $9.61M | - | $0.5 | - | -0.237% |
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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 Alexander Rohr?
The largest contributions to the portfolio's profits come from the following stocks: Whitestone REIT - $5M, Interactive Brokers Group Inc - $2.76M, Monarch Casino & Resort Inc - $2.68M, Philip Morris International Inc - $2.64M, and Liberty Media Corporation Series C Liberty Live Common Stock - $2.01M. 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: Box Inc - $1.21M, Lowe's Companies Inc - $732,503.8, Zillow Group Inc - $729,064.74, OSW - $701,248.18, and Wesco International Inc - $628,133.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alexander Rohr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.16M earned over time. The largest contributors to dividend income include Whitestone REIT - $788,629.09, Site Centers Corp - $573,930.5, CME Group Inc - $436,141.55, CBL & Associates Properties, Inc - $267,357.85, and Cass Information Systems, Inc - $230,891.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alexander Rohr's monthly returns?
Alexander Rohr's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Alexander Rohr's strategy be considered aggressive or moderate?
Alexander Rohr's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Alexander Rohr's strategy?
Alexander Rohr's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
