CCM
Cobler Capital Management LLC Portfolio
Invests via Cobler Capital Management LLC | Managed by Robert Wayne Schwarz
Invests via Cobler Capital Management LLC
Managed by Robert Wayne Schwarz
Automatically Tracked
Company Profile
Boutique alternative asset manager focused on event-driven and credit-oriented strategies, Cobler Capital Management LLC manages private credit and opportunistic credit investments for institutional and high-net-worth clients. The firm emphasizes capital preservation through structured credit, distressed debt and bespoke financing solutions, deploying flexible capital across middle-market loans and stressed corporate situations. Investment approach blends fundamental credit research, active portfolio management and bespoke structuring to target risk-adjusted returns and illiquidity premia. Typically positions as a nimble, specialized credit allocator.
Boutique alternative asset manager focused on event-driven and credit-oriented strategies, Cobler Capital Management LLC manages private credit and opportunistic credit investments for institutional and high-net-worth clients. The firm emphasizes capital preservation through structured credit, distressed debt and bespoke financing solutions, deploying flexible capital across middle-market loans and stressed corporate situations. Investment approach blends fundamental credit research, active portfolio management and bespoke structuring to target risk-adjusted returns and illiquidity premia. Typically positions as a nimble, specialized credit allocator.
Investment Philosophy & Strategy
Cobler Capital emphasizes capital preservation through opportunistic, credit-oriented investing, deploying flexible private and opportunistic credit to middle-market and stressed corporate situations. The firm favors structured credit, distressed debt and bespoke financing to capture illiquidity premia while protecting downside via rigorous fundamental credit research, tight covenants and active portfolio management. A nimble allocator, it blends event-driven timing with tactical use of leverage, pursuing risk-adjusted returns over medium-term horizons and tailoring structures to institutional and high-net-worth objectives.
Cobler Capital emphasizes capital preservation through opportunistic, credit-oriented investing, deploying flexible private and opportunistic credit to middle-market and stressed corporate situations. The firm favors structured credit, distressed debt and bespoke financing to capture illiquidity premia while protecting downside via rigorous fundamental credit research, tight covenants and active portfolio management. A nimble allocator, it blends event-driven timing with tactical use of leverage, pursuing risk-adjusted returns over medium-term horizons and tailoring structures to institutional and high-net-worth objectives.
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:
0%
Gain
Monthly
0%
Yearly
0%
Drawdown
5.32%
$114.84M
Equity
Holdings
$114.84M
Investment
$92.51M
$22.33M
Profit -$256,417.83
Realized
$0
Unrealized
$22.33M
Dividends
$1.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$256,417.83
Win %
82%
This Week
Compared To Last Week
Gain
1.85%
Profit
$2.09M
Win %
82%
This Month
Compared to last month
Gain
3.88%
Profit
$4.29M
Win %
82%
This Year
Compared to last year
Gain
10.76%
Profit
$11.15M
Win %
82%
CASY Casey's General Stores Inc.
+3.53%
+$85,928.63 
DAR Darling Ingredients Inc.
+2.73%
+$19,480.55 
CSCO Cisco Systems, Inc.
+2.33%
+$52,129.28 
PSX Phillips 66
+1.83%
+$14,760.48 
XOM Exxon Mobil Corporation
+1.7%
+$27,079.04 
CVX Chevron Corporation
+1.4%
+$14,089.55 
JNJ Johnson & Johnson
+1.37%
+$23,372.28 
BMY Bristol-Myers Squibb Company
+1.31%
+$27,555.2 
ABT Abbott Laboratories
+1.27%
+$5,612.04 
ABBV AbbVie Inc.
+1.23%
+$18,133.42 
AFL Aflac Inc.
+1.21%
+$6,862.19 
COP ConocoPhillips
+0.96%
+$2,504.18 
LLY Eli Lilly and Company
+0.79%
+$4,793.2 
OKE ONEOK, Inc.
+0.33%
+$5,790.49 
AWK American Water Works Company, Inc.
+0.25%
+$5,461.84 
OGS One Gas Inc.
+0.19%
+$14,231.01 
VZ Verizon Communications Inc.
+0.09%
+$670.51 
40690E103
0%
$0 
594918904
0%
$0 
META Meta Platforms Inc Class A
-3.16%
-$5,738.46 
TSLA Tesla, Inc.
-2.16%
-$17,635.15 
GOOGL Alphabet Inc
-2.11%
-$78,143.66 
V Visa Inc. Class A
-1.72%
-$46,735.19 
LOW Lowe's Companies Inc.
-1.71%
-$76,873.77 
TXN Texas Instruments Inc
-1.63%
-$7,664.58 
PEP PepsiCo, Inc.
-1.42%
-$4,466.88 
NVDA NVIDIA Corporation
-1.23%
-$19,306.37 
MCD McDonald's Corporation
-1.2%
-$48,083.55 
AMGN Amgen Inc.
-1.05%
-$9,372.22 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.92%
-$2,255 
IVV iShares Core S&P 500 ETF
-0.65%
-$11,246.91 
AMZN Amazon.com Inc
-0.64%
-$24,428.8 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.6%
-$1,738.73 
EVRG Evergy Inc.
-0.52%
-$43,316.1 
AVGO Broadcom Inc.
-0.52%
-$37,713.41 
AAPL Apple Inc.
-0.46%
-$113,166.26 
CL Colgate-Palmolive Company
-0.44%
-$4,817.91 
USB U.S. Bancorp
-0.35%
-$1,029.15 
WMT Walmart Inc.
-0.34%
-$21,216.06 
DUK Duke Energy Corporation
-0.33%
-$2,558.81 
T AT&T Inc.
-0.3%
-$1,028.11 
PG Procter & Gamble Co
-0.28%
-$4,563.59 
VO Vanguard Mid-Cap ETF
-0.24%
-$1,187.16 
AEP American Electric Power Company, Inc.
-0.12%
-$472.16 
VYM Vanguard High Dividend Yield ETF
-0.07%
-$114 Events
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Dividends
Dividend Analysis
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| Trades 45 | Longs Won 36/45 80% | Profit Factor 20.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.35M |
| Average Win $652,159.09 | Best Trade (Jul 17) $8.74M | Sharpe Ratio -262.1 |
| Average Loss -$127,920.73 | Worst Trade (Jul 15) -$591,507.82 | Z-Score 10.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 3d | Expectancy $496,143.12 |
| 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% | 0.15% |
| Consecutive Losing Trades | 898 | 808 | 718 | 628 | 539 | 449 | 359 | 269 | 180 | 90 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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