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:
102.42%
Gain -4.03%
Monthly
1.73%
Yearly
22.88%
Drawdown
23.08%
$1.23B
Equity
Holdings
$1.23B
Investment
$1.14B
$281.25M
Profit -$19.99M
Realized
$192.29M
Unrealized
$88.96M
Dividends
$60.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.03%
Profit
-$19.99M
Win %
66%
This Week
Compared To Last Week
Gain
-1.54%
Profit
-$19.27M
Win %
66%
This Month
Compared to last month
Gain
-0.04%
Profit
-$470,723.37
Win %
66%
This Year
Compared to last year
Gain
11.69%
Profit
$127.19M
Win %
71%
ADEA Adeia Inc.
+3.27%
+$165,917 
SNAP Snap Inc.
+0.88%
+$1.2M 
ITGR Integer Holdings Corporation
+0.7%
+$846,654.21 
FATE Fate Therapeutics Inc.
+0.54%
+$13,170.83 
ALKT Alkami Technology, Inc.
+0.45%
+$214,012.08 
SGRY Surgery Partners Inc.
+0.25%
+$28,440 
SPSC SPS Commerce Inc.
+0.2%
+$77,701.52 
ATKR Atkore Inc.
+0.1%
+$978.39 
WK Workiva Inc.
+0.03%
+$8,280.15 
05988JAD5
0%
$0 
698884AH6
0%
$0 
HVMC Highview Merger Corp.
0%
$0 
PKST Peakstone Realty Trust
0%
$0 
SAC-UN Safeguard Acquisition Corp.
0%
$0 
WSR Whitestone REIT
0%
$0 
FWRD Forward Air Corporation
-4%
-$676,400.45 
VOR Vor Biopharma Inc.
-3.54%
-$20,904.32 
DH Definitive Healthcare Corp
-3.37%
-$1,487.05 
FSLR First Solar, Inc.
-3.15%
-$486,898.52 
HPE Hewlett Packard Enterprise Company
-2.71%
-$975,755 
AIV Apartment Investment and Management Company
-2.2%
-$301,771.26 
AVIR Atea Pharmaceuticals Inc.
-1.95%
-$28,661.4 
SHC Sotera Health Company
-1.86%
-$1.44M 
SITC Site Centers Corp.
-1.56%
-$182,376.46 
CTRI Centuri Holdings Inc.
-1.41%
-$138,360.69 
QURE uniQure N.V.
-1.37%
-$55,000 
ELME Elme Communities
-1.32%
-$38,191.14 
JANX Janux Therapeutics Inc.
-1.29%
-$160,818.84 
TBPH Theravance Biopharma Inc.
-0.71%
-$331,313.76 
SNDA Sonida Senior Living Inc.
-0.69%
-$341,529.16 
RSVR Reservoir Media, Inc.
-0.69%
-$432,682.32 
NWS News Corporation
-0.65%
-$124,699.89 
AHRT AMERICAN HEALTHCARE REIT INC
-0.64%
-$156,853.59 
RAL Ralliant Corporation
-0.62%
-$756,994.83 
RYAM Rayonier Advanced Materials Inc.
-0.61%
-$67,808.3 
BLND Blend Labs Inc.
-0.55%
-$22,042 
TFX Teleflex Incorporated
-0.41%
-$478,500 
DBD Diebold Nixdorf Inc.
-0.37%
-$153,778.24 
CMP Compass Minerals International Inc.
-0.37%
-$157,908.19 
GPACU General Purpose Acquisition Corp.
-0.2%
-$10,000 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$1,050 Events
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Dividends
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| Trades 230 | Longs Won 115/230 50% | Profit Factor 2.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.65M |
| Average Win $3.87M | Best Trade (Jul 19) $40.25M | Sharpe Ratio -18.56 |
| Average Loss -$1.43M | Worst Trade (Jul 20) -$26.11M | Z-Score -2.18 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $1.22M |
| 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 | 860 | 774 | 688 | 602 | 516 | 430 | 344 | 258 | 172 | 86 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $50.15M, Triumph Group Inc - $45.08M, B - $32.55M, News Corporation - $22.99M, 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: Papa John's International, Inc - $9.73M, Surgery Partners Inc - $6.64M, Definitive Healthcare Corp - $5.23M, Enfusion Inc - $2.7M, and James River Group Holdings, Ltd - $2.43M. 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 $60.79M earned over time. The largest contributors to dividend income include Equity Commonwealth - $19.56M, Site Centers Corp - $17.59M, 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.
