Josh Brodman Portfolio
Invests via Irenic Capital Management LP | Managed by Adam Katz, Andrew (Andy) Dodge, Josh Brodman
Invests via Irenic Capital Management LP
Managed by Adam Katz, Andrew (Andy) Dodge, Josh Brodman
Automatically Tracked
Josh Brodman Profile
With a distinguished background in finance and entrepreneurship, Josh Brodman has established himself as a pivotal figure in the tech investment landscape. His journey encompasses leading innovative startups through critical growth phases, demonstrating an acute understanding of market dynamics. He leverages extensive operational experience to drive strategic initiatives that enhance business scalability and investor value. Recognized for his keen insights into emerging technologies, he effectively bridges the gap between founders and financial resources, fostering ecosystems that propel entrepreneurial success. As an active participant in various venture projects, Brodman's contributions are essential to shaping competitive advantages within fast-evolving sectors.
With a distinguished background in finance and entrepreneurship, Josh Brodman has established himself as a pivotal figure in the tech investment landscape. His journey encompasses leading innovative startups through critical growth phases, demonstrating an acute understanding of market dynamics. He leverages extensive operational experience to drive strategic initiatives that enhance business scalability and investor value. Recognized for his keen insights into emerging technologies, he effectively bridges the gap between founders and financial resources, fostering ecosystems that propel entrepreneurial success. As an active participant in various venture projects, Brodman's contributions are essential to shaping competitive advantages within fast-evolving sectors.
Investment Philosophy & Strategy
In the fast-paced world of technology investments, discerning strategic advantages is vital. Josh Brodman employs a growth-oriented philosophy that prioritizes innovation and market penetration for startups. His substantial operational expertise informs a hands-on approach to evaluating potential within nascent ventures, focusing on scalability and adaptability as key determinants of success. By fostering deep relationships with entrepreneurs, he unlocks pathways for impactful collaboration while enhancing investment value through strategic support initiatives. This distinctive alignment not only cultivates lucrative opportunities but also advances the broader ecosystem of tech entrepreneurship.
In the fast-paced world of technology investments, discerning strategic advantages is vital. Josh Brodman employs a growth-oriented philosophy that prioritizes innovation and market penetration for startups. His substantial operational expertise informs a hands-on approach to evaluating potential within nascent ventures, focusing on scalability and adaptability as key determinants of success. By fostering deep relationships with entrepreneurs, he unlocks pathways for impactful collaboration while enhancing investment value through strategic support initiatives. This distinctive alignment not only cultivates lucrative opportunities but also advances the broader ecosystem of tech entrepreneurship.
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:
120.87%
Gain -0.02%
Monthly
1.9%
Yearly
25.29%
Drawdown
22.93%
$1.46B
Equity
Holdings
$1.46B
Investment
$1.31B
$353.18M
Profit -$2.62M
Realized
$203.68M
Unrealized
$149.5M
Dividends
$59.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$2.62M
Win %
62%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$2.62M
Win %
62%
This Month
Compared to last month
Gain
-0.81%
Profit
-$11.87M
Win %
62%
This Year
Compared to last year
Gain
5.98%
Profit
$79.87M
Win %
62%
WK Workiva Inc.
+5.55%
+$2.2M 
SITC Site Centers Corp.
+2.84%
+$208,430.24 
NHP National Healthcare Properties, Inc.
+2.54%
+$219,837.2 
SNAP Snap Inc.
+2.46%
+$4.2M 
BATRK Atlanta Braves Holdings, Inc.
+2.19%
+$540,331.81 
BLND Blend Labs Inc.
+2.13%
+$68,523.03 
COMP Compass Inc.
+1.38%
+$260,550.21 
USO United States Oil Fund, LP
+1.12%
+$66,605.38 
SNDA Sonida Senior Living Inc.
+0.96%
+$721,472.36 
SHC Sotera Health Company
+0.82%
+$771,273.3 
MMSI Merit Medical Systems, Inc.
+0.76%
+$358,108.74 
ELME Elme Communities
+0.6%
+$19,095.57 
ANAB AnaptysBio Inc.
+0.45%
+$16,907.28 
SPSC SPS Commerce Inc.
+0.42%
+$209,196.4 
SMA SmartStop Self Storage REIT Inc.
+0.22%
+$61,362.56 
TBPH Theravance Biopharma Inc.
+0.12%
+$55,218.96 
ITGR Integer Holdings Corporation
+0.11%
+$170,674.96 
GPACU General Purpose Acquisition Corp.
+0.1%
+$5,000 
CPNG Coupang Inc.
+0.02%
+$7,454.94 
WSR Whitestone REIT
0%
$0 
HVMC Highview Merger Corp.
0%
$0 
HVMCW Highview Merger Corp. Warrant
0%
$0 7433
743312AD2
0%
$0 
SAC-UN Safeguard Acquisition Corp.
0%
$0 6988
698884AH6
0%
$0 DPC
DPC
0%
$0 
NOK Nokia Corporation Sponsored ADR
-13.25%
-$2.55M 
ADEA Adeia Inc.
-7.67%
-$1.3M 
RAL Ralliant Corporation
-3.12%
-$3.65M 
ALKT Alkami Technology, Inc.
-3.07%
-$1.69M 
CMP Compass Minerals International Inc.
-3.02%
-$801,283.5 
CTRI Centuri Holdings Inc.
-2.93%
-$306,035.95 
GDS GDS Holdings Ltd. - ADR
-1.78%
-$155,650 
AIV Apartment Investment and Management Company
-1.46%
-$48,946.1 
RSVR Reservoir Media, Inc.
-1.16%
-$688,619.36 
AHRT AMERICAN HEALTHCARE REIT INC
-1.11%
-$204,282.96 
FVR FrontView REIT Inc.
-1.08%
-$13,321.6 
FSLR First Solar, Inc.
-0.95%
-$196,988.11 
DBD Diebold Nixdorf Inc.
-0.93%
-$290,679.03 
TFX Teleflex Incorporated
-0.69%
-$783,000 
IACQU Irenic Acquisition Corp.
-0.3%
-$1,971 
ATKR Atkore Inc.
-0.09%
-$40,609.04 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$900 Events
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Dividends
Dividend Analysis
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| Trades 261 | Longs Won 149/261 57% | Profit Factor 3.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.46M |
| Average Win $3.54M | Best Trade (Sep 04) $60.78M | Sharpe Ratio -17.56 |
| Average Loss -$1.55M | Worst Trade (Aug 15) -$25.91M | Z-Score -1.19 (76.58%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $1.35M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 940 | 846 | 752 | 658 | 564 | 470 | 376 | 282 | 188 | 94 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6988 698884AH6 | 27.23M | $21.36M | $21.23M | - | -$130,370 | -0.61% | 0.0 |
| 7433 743312AD2 | 3.44M | $3.31M | $3.31M | - | - | - | 0.0 |
| ADEA Adeia Inc. | 634,772 | $19.12M | $15.65M | - | -$3.47M | -18.15% | -7.675% |
| AHRT AMERICAN HEALTHCARE REIT INC | 2.92M | $16.05M | $18.24M | - | $2.19M | 13.64% | -1.108% |
| AIV Apartment Investment and Management Company | 1.4M | $6.18M | $3.31M | - | -$2.87M | -46.45% | -1.458% |
| ALKT Alkami Technology, Inc. | 2.68M | $57.51M | $53.18M | - | -$4.33M | -7.52% | -3.072% |
| ANAB AnaptysBio Inc. | 70,447 | $4.76M | $3.81M | - | -$943,285.83 | -19.84% | +0.446% |
| ATKR Atkore Inc. | 507,613 | $38.42M | $47.75M | - | $9.33M | 24.29% | -0.085% |
| BATRK Atlanta Braves Holdings, Inc. | 504,983 | $26.21M | $25.2M | - | -$1M | -3.83% | +2.191% |
| BLND Blend Labs Inc. | 2.28M | $6.84M | $3.29M | - | -$3.55M | -51.9% | +2.128% |
| CMP Compass Minerals International Inc. | 1.07M | $24.95M | $25.69M | - | $747,864.71 | 3% | -3.024% |
| COMP Compass Inc. | 1.8M | $22.16M | $19.15M | - | -$3.01M | -13.58% | +1.38% |
| CPNG Coupang Inc. | 2.48M | $43.16M | $37.57M | - | -$5.59M | -12.95% | +0.02% |
| CTRI Centuri Holdings Inc. | 518,705 | $14.61M | $10.15M | - | -$4.46M | -30.51% | -2.927% |
| DBD Diebold Nixdorf Inc. | 476,523 | $17.65M | $30.98M | - | $13.33M | 75.49% | -0.93% |
| DPC DPC | 839,816 | $41.2M | $41.2M | - | - | - | 0.0 |
| ELME Elme Communities | 1.91M | $32.31M | $3.19M | - | -$29.12M | -90.13% | +0.602% |
| FSLR First Solar, Inc. | 98,989 | $20.98M | $20.49M | - | -$489,747.34 | -2.33% | -0.952% |
| FVR FrontView REIT Inc. | 66,608 | $1.35M | $1.22M | - | -$129,885.76 | -9.64% | -1.082% |
| GDS GDS Holdings Ltd. - ADR | 283,000 | $8.5M | $8.57M | - | $67,920 | 0.8% | -1.785% |
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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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FAQ
Which stocks have generated the highest profits for Josh Brodman?
The largest contributions to the portfolio's profits come from the following stocks: News Corporation - $56.27M, Triumph Group Inc - $45.08M, B - $32.55M, News Corporation - $23.21M, and Equity Commonwealth - $19.73M. 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: Forward Air Corporation - $10.98M, Papa John's International, Inc - $9.73M, Surgery Partners Inc - $7.46M, Definitive Healthcare Corp - $5.23M, and KBR Inc - $4.42M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Josh Brodman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $59.56M earned over time. The largest contributors to dividend income include Equity Commonwealth - $19.56M, Site Centers Corp - $15.89M, Apartment Investment and Management Company - $7.93M, U.S. Cellular Corporation - $5.41M, and TaskUs, Inc - $3.48M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Josh Brodman's monthly returns?
Josh Brodman'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 Josh Brodman's strategy be considered aggressive or moderate?
Josh Brodman'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 Josh Brodman's strategy?
Josh Brodman'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.
