BWH
Bradley W. Horstmann Portfolio
Invests via Wedge Capital Management LLP/NC | Managed by Bradley W. Horstmann
Invests via Wedge Capital Management LLP/NC
Managed by Bradley W. Horstmann
Automatically Tracked
Bradley W. Horstmann Profile
With a robust career in operational leadership and investment oversight, Bradley W. Horstmann has been instrumental in driving business growth across various sectors. His extensive experience includes pivotal roles that blend executive management with entrepreneurial endeavors, particularly in scaling emerging companies to maturity. Renowned for his acumen in identifying market opportunities, he engages deeply with innovative startups to enhance their strategic positioning and competitive advantage. An advocate for sustainable business practices, Horstmann plays a critical role in shaping corporate strategies that resonate within today’s dynamic marketplace.
With a robust career in operational leadership and investment oversight, Bradley W. Horstmann has been instrumental in driving business growth across various sectors. His extensive experience includes pivotal roles that blend executive management with entrepreneurial endeavors, particularly in scaling emerging companies to maturity. Renowned for his acumen in identifying market opportunities, he engages deeply with innovative startups to enhance their strategic positioning and competitive advantage. An advocate for sustainable business practices, Horstmann plays a critical role in shaping corporate strategies that resonate within today’s dynamic marketplace.
Investment Philosophy & Strategy
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:
9.2%
Gain +2.05%
Monthly
0.3%
Yearly
3.65%
Drawdown
17.15%
$6.83B
Equity
Holdings
$6.83B
Investment
$2.57B
$4.27B
Profit +$136.95M
Realized
-$37,649
Unrealized
$4.27B
Dividends
$1.32B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.05%
Profit
$136.95M
Win %
88%
This Week
Compared To Last Week
Gain
2.05%
Profit
$136.95M
Win %
88%
This Month
Compared to last month
Gain
2.05%
Profit
$136.95M
Win %
88%
This Year
Compared to last year
Gain
6.97%
Profit
$445.32M
Win %
88%
TSG Stars Group Inc-The
+65.65%
+$37,649 
AA Alcoa Corporation
+5.03%
+$1.02M 
FMC FMC Corporation
+5.01%
+$677,735.98 
RPM RPM International Inc.
+4.53%
+$11,040 
GM General Motors Company
+3.44%
+$3,555.5 
DOW Dow Inc.
+3.33%
+$406 
NOC Northrop Grumman Corporation
+2.68%
+$4.46M 
AKZOY Akzo Nobel N.V.
+2.39%
+$1,248.16 
EIX Edison International
+2.39%
+$13,838 
WMB The Williams Companies, Inc.
+2.21%
+$4.52M 
PEG Public Service Enterprise Group Incorporated
+2.01%
+$15,239 
DTE DTE Energy Company
+1.82%
+$13,622.95 
PCG PG&E Corporation
+1.8%
+$1,575 
IDA Idacorp Inc.
+1.78%
+$1.3M 
ANF Abercrombie & Fitch Co.
+1.67%
+$4,004 
E Eni S.p.A. Sponsored ADR
+1.63%
+$15,990 
SO The Southern Company
+1.53%
+$1.45M 
ED Consolidated Edison, Inc.
+1.41%
+$5,735 
LEE Lee Enterprises, Incorporated
+1.4%
+$3,500.75 
FE FirstEnergy Corp.
+1.36%
+$1,406.59 
OGE Oge Energy Corp.
+1.35%
+$9,563 
NWN Northwest Natural Holding Company
+1.34%
+$427,720 
PHM PulteGroup Inc.
+1.34%
+$33,200 
DUK Duke Energy Corporation
+1.26%
+$1.82M 
GT The Goodyear Tire & Rubber Company
+1.24%
+$56,738.25 
BWA BorgWarner Inc.
+1.23%
+$2.55M 
CMS CMS Energy Corporation
+1.22%
+$345,169.47 
WHR Whirlpool Corporation
+1.11%
+$325,478.25 
GD General Dynamics Corporation
+1.09%
+$24,000 
EMN Eastman Chemical Company
+1.08%
+$1,192 
DRI Darden Restaurants, Inc.
+0.97%
+$18,832.77 
ETN Eaton Corporation plc
+0.95%
+$22,883.27 
KMB Kimberly-Clark Corporation
+0.94%
+$1.09M 
AMGN Amgen Inc.
+0.93%
+$22,439.93 
SANM Sanmina Corporation
+0.86%
+$4,049.92 
GGG Graco Inc.
+0.84%
+$2.33M 
BBY Best Buy Co., Inc.
+0.83%
+$4,153.5 
SON Sonoco Products Co.
+0.75%
+$574 
MLM Martin Marietta Materials, Inc.
+0.72%
+$3,172 
HRL Hormel Foods Corporation
+0.68%
+$201,552 
MDU MDU Resources Group, Inc.
+0.57%
+$5,680.55 
ASH Ashland Inc.
+0.54%
+$10,320.74 
GFF Griffon Corporation
+0.53%
+$401,760.7 
PNW Pinnacle West Capital Corporation
+0.51%
+$1.32M 
SMG Scotts Miracle-Gro Co.
+0.45%
+$148,992.5 
APD Air Products and Chemicals, Inc.
+0.44%
+$1,545.83 
CRS Carpenter Technology Corporation
+0.42%
+$2.58M 
BAC Bank of America Corporation
+0.41%
+$514,200 
TJX The TJX Companies, Inc.
+0.37%
+$16,416 
MHK Mohawk Industries, Inc.
+0.35%
+$105,393 
SHW The Sherwin-Williams Company
+0.29%
+$3,646.46 
LEN Lennar Corporation
+0.26%
+$417,982.5 
LEA Lear Corporation
+0.24%
+$172,176 
TDW Tidewater Inc.
+0.23%
+$114.95 
RYN Rayonier Inc.
+0.17%
+$150.2 
VMC Vulcan Materials Company
+0.14%
+$355.49 
ALL Allstate Corporation
+0.03%
+$484.5 
CDNMF EGR Exploration Ltd.
0%
$0 
PCH PotlatchDeltic Corporation
0%
$0 
XLNX Xilinx Inc
0%
$0 
VAR Varian Medical Systems Inc
0%
$0 
DRE Duke Realty Corp
0%
$0 
BGG Briggs & Stratton Corp
0%
$0 
TIF Tiffany & Co
0%
$0 
JEC Jacobs Engineering Group Inc
0%
$0 
LBY Libbey Inc
0%
$0 
LPT Liberty Property Trust
0%
$0 
MNI McClatchy Co-The
0%
$0 
AKS AK Steel Holding Corp
0%
$0 1158
115885105
0%
$0 BR
BR
0%
$0 1491
149111106
0%
$0 CCTY
CCTYQ
0%
$0 LXK
LXK
0%
$0 5612
561232109
0%
$0 6070
607059102
0%
$0 NOVL
NOVL
0%
$0 7490
749084109
0%
$0 9055
905581104
0%
$0 WACG
WACGQ
0%
$0 ONE
ONE
0%
$0 LZ
LZ
0%
$0 7111
711147108
0%
$0 7479
747906105
0%
$0 BCR
BCR
0%
$0 1255
125577106
0%
$0 2003
200336105
0%
$0 LNR
LNR
0%
$0 8202
820286102
0%
$0 8959
895953107
0%
$0 ACE
ACE
0%
$0 PD
PD
0%
$0 1616
16161A108
0%
$0 2044
204493100
0%
$0 2542
25429Q102
0%
$0 FDO
FDO
0%
$0 NFB
NFB
0%
$0 ROH
ROH
0%
$0 AAMR
AAMRQ
0%
$0 FO
FO
0%
$0 3373
337358105
0%
$0 4492
449223106
0%
$0 WLM
WLM
0%
$0 GDW
GDW
0%
$0 PRE
PRE
0%
$0 NWAC
NWACQ
0%
$0 SOTR
SOTR
0%
$0 WLP
WLP
0%
$0 AM
AM
0%
$0 CTX
CTX
0%
$0 PX
PX
0%
$0 SDS
SDS
0%
$0 CIN
CIN
0%
$0 SVU
SVU
0%
$0 EMC
EMC
0%
$0 BNI
BNI
0%
$0 VCI
VCI
0%
$0 0951
095177101
0%
$0 1968
196879100
0%
$0 4027
402734107
0%
$0 LU
LU
0%
$0 5723
572393106
0%
$0 6298
629853102
0%
$0 9814
981443104
0%
$0 1904
190441105
0%
$0 2017
201709102
0%
$0 8595
859547101
0%
$0 8793
879384105
0%
$0 3411
341109106
0%
$0 4596
459655106
0%
$0 7595
75952U103
0%
$0 UST
UST
0%
$0 5380
538021106
0%
$0 9040
904000106
0%
$0 3622
36225X100
0%
$0 8726
872649108
0%
$0 8961
89618L100
0%
$0 2566
256605106
0%
$0 CF
CF
0%
$0 CFBX
CFBX
0%
$0 GTK
GTK
0%
$0 TXI
TXI
0%
$0 BOL
BOL
0%
$0 WAMU
WAMUQ
0%
$0 ACS
ACS
0%
$0 AYE
AYE
0%
$0 SIAL
SIAL
0%
$0 ENRN
ENRNQ
0%
$0 3678
367833100
0%
$0 GLK
GLK
0%
$0 7376
737679100
0%
$0 CLE
CLE
0%
$0 2397
239753106
0%
$0 SPC
SPC
0%
$0 0664
06646L100
0%
$0 2470
247025109
0%
$0 BMS
BMS
0%
$0 AFC
AFC
0%
$0 RKY
RKY
0%
$0 4233
423328103
0%
$0 4611
461156101
0%
$0 SLE
SLE
0%
$0 7257
725701106
0%
$0 1436
143658102
0%
$0 2166
216669101
0%
$0 IGL
IGL
0%
$0 REY
REY
0%
$0 LNCR
LNCR
0%
$0 CSG
CSG
0%
$0 RBN
RBN
0%
$0 OCAS
OCAS
0%
$0 TECU
TECUA
0%
$0 FLTW
FLTWQ
0%
$0 SOL
SOL
0%
$0 9120
912080108
0%
$0 FPIC
FPIC
0%
$0 SOV
SOV
0%
$0 HB
HB
0%
$0 MYG
MYG
0%
$0 MCH
MCH
0%
$0 IBCI
IBCIQ
0%
$0 BCF
BCF
0%
$0 NOV
NOV
0%
$0 WEN
WEN
0%
$0 HPQ
HPQ
0%
$0 9135
913538104
0%
$0 6940
694058108
0%
$0 2703
270319106
0%
$0 BWC
BWC
0%
$0 AMSY
AMSY
0%
$0 RUS
RUS
0%
$0 2216
22160Q102
0%
$0 GBP
GBP
0%
$0 GLH
GLH
0%
$0 5004
500472105
0%
$0 6934
693499105
0%
$0 2839
283905107
0%
$0 2998
299808105
0%
$0 AGE
AGE
0%
$0 6435
64352U103
0%
$0 6933
693304107
0%
$0 9029
902905827
0%
$0 CMIN
CMIN
0%
$0 4825
482516101
0%
$0 OLG
OLG
0%
$0 EAS
EAS
0%
$0 LAF
LAF
0%
$0 6376
637657107
0%
$0 4481
448110106
0%
$0 5900
59000G100
0%
$0 0051
005123104
0%
$0 TEK
TEK
0%
$0 0200
020040101
0%
$0 9180
918005109
0%
$0 1997
199789108
0%
$0 JCI
JCI
0%
$0 0174
017415100
0%
$0 0424
042476101
0%
$0 4364
43645B106
0%
$0 6951
695112201
0%
$0 7551
755111309
0%
$0 8269
826912107
0%
$0 8679
867910101
0%
$0 8938
893817106
0%
$0 8962
896287109
0%
$0 N626
N62648105
0%
$0 ARMG
ARMGQ
0%
$0 1259
125960104
0%
$0 2097
209759109
0%
$0 2681
26816L102
0%
$0 2844
284443108
0%
$0 6355
635519101
0%
$0 7276
72764R105
0%
$0 7634
763408101
0%
$0 7713
771367109
0%
$0 8058
805844107
0%
$0 7257
725701882
0%
$0 639E
639E11200
0%
$0 
HSC Harsco Corporation
0%
$0 GLBL
GLBL
0%
$0 7181
718154107
0%
$0 3453
345370100
0%
$0 2935
293562104
0%
$0 0433
04338Q107
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.02 
TRN Trinity Industries Inc.
-3.71%
-$14,271.98 
NKE Nike, Inc. - Class B
-2.72%
-$5.67M 
ADSK Autodesk, Inc.
-2.67%
-$5.42M 
XRAY Dentsply Sirona Inc.
-2.34%
-$8,736 
MSFT Microsoft Corp.
-2.25%
-$39,467.96 
ADBE Adobe Inc.
-2.2%
-$131,868.26 
WERN Werner Enterprises Inc.
-1.88%
-$816,778.67 
LSTR Landstar System Inc.
-1.56%
-$10.83M 
AMAT Applied Materials, Inc.
-1.35%
-$97,442.56 
MTD Mettler-Toledo International Inc.
-1.33%
-$4.5M 
BBT Beacon Financial Corporation
-1.18%
-$622.8 
EAT Brinker International Inc.
-1.14%
-$19,710 
SKT Tanger Factory Outlet Centers, Inc.
-1.12%
-$657,060 
TER Teradyne, Inc.
-1.12%
-$31,005.93 
SLG SL Green Realty Corp.
-1.11%
-$240,464 
STE STERIS plc
-0.96%
-$6,983.2 
MAC The Macerich Company
-0.86%
-$78,593.61 
ASB Associated Banc-Corp
-0.86%
-$130,380.78 
HRB H&R Block Inc.
-0.61%
-$2,450 
ORCL Oracle Corporation
-0.54%
-$15,096 
SPG Simon Property Group, Inc.
-0.45%
-$372,459.68 
MATV Mativ Holdings Inc.
-0.43%
-$27,307 
MU Micron Technology, Inc.
-0.39%
-$24,128.06 
DLX Deluxe Corporation
-0.35%
-$270.22 
BDX Becton, Dickinson and Company
-0.34%
-$4,339.05 
RNR Renaissancere Holdings Ltd.
-0.22%
-$464,778 
XRX Xerox Holdings Corporation
-0.15%
-$3,280.4 
OXM Oxford Industries Inc.
-0.1%
-$47,832 
SXI Standex International Corporation
-0.08%
-$161,950 
GATX GATX Corporation
-0.04%
-$71,934 
CSX CSX Corporation
-0.04%
-$1,044 
INTC Intel Corporation
-0.03%
-$204 
HD The Home Depot, Inc.
-0.01%
-$142.53 Events
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Dividends
Dividend Analysis
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No Data
| Trades 278 | Longs Won 87/278 31% | Profit Factor 35.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $63.28M |
| Average Win $50.45M | Best Trade (Jul 22) $672.87M | Sharpe Ratio -155.47 |
| Average Loss -$646,868.1 | Worst Trade (Jul 22) -$46.56M | Z-Score -4.62 (100%) |
| Commissions $0 | Avg. Trade Length 27y 4m 1w 5d | Expectancy $15.35M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.41% |
| Consecutive Losing Trades | 10,526 | 9,474 | 8,421 | 7,368 | 6,316 | 5,263 | 4,211 | 3,158 | 2,105 | 1,053 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0051 005123104 | 626,500 | $8.22M | $8.22M | - | - | - | 0.0 |
| 0174 017415100 | 1.54M | $29.25M | $29.25M | - | - | - | 0.0 |
| 0200 020040101 | 252,380 | $4.92M | $4.92M | - | - | - | 0.0 |
| 0424 042476101 | 1,700 | $77,000 | $77,000 | - | - | - | 0.0 |
| 0433 04338Q107 | 540,800 | $18.18M | $18.18M | - | - | - | 0.0 |
| 0664 06646L100 | 2,200 | $62,000 | $62,000 | - | - | - | 0.0 |
| 0951 095177101 | 360,200 | $10.4M | $10.4M | - | - | - | 0.0 |
| 1158 115885105 | 856,650 | $33.04M | $33.04M | - | - | - | 0.0 |
| 1255 125577106 | 7,700 | $235,000 | $235,000 | - | - | - | 0.0 |
| 1259 125960104 | 3,450 | $22,000 | $22,000 | - | - | - | 0.0 |
| 1436 143658102 | 2,500 | $121,000 | $121,000 | - | - | - | 0.0 |
| 1491 149111106 | 16,000 | $214,000 | $214,000 | - | - | - | 0.0 |
| 1616 16161A108 | 474,625 | $38.62M | $38.62M | - | - | - | 0.0 |
| 1904 190441105 | 953,530 | $31.47M | $31.47M | - | - | - | 0.0 |
| 1968 196879100 | 1.2M | $21.77M | $21.77M | - | - | - | 0.0 |
| 1997 199789108 | 306,479 | $7.24M | $7.24M | - | - | - | 0.0 |
| 2003 200336105 | 619,600 | $11.07M | $11.07M | - | - | - | 0.0 |
| 2017 201709102 | 277,300 | $3.08M | $3.08M | - | - | - | 0.0 |
| 2044 204493100 | 1M | $31.8M | $31.8M | - | - | - | 0.0 |
| 2097 209759109 | 1,400 | $33,000 | $33,000 | - | - | - | 0.0 |
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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 Bradley W. Horstmann?
The largest contributions to the portfolio's profits come from the following stocks: Duke Energy Corporation - $115.79M, Pinnacle West Capital Corporation - $114.1M, Landstar System Inc - $93.82M, The Williams Companies, Inc - $88.92M, and Whirlpool Corporation - $69.22M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Bradley W. Horstmann's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.32B earned over time. The largest contributors to dividend income include Duke Energy Corporation - $115.79M, Pinnacle West Capital Corporation - $114.1M, Landstar System Inc - $93.82M, The Williams Companies, Inc - $88.92M, and Whirlpool Corporation - $69.22M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bradley W. Horstmann's monthly returns?
Bradley W. Horstmann'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 Bradley W. Horstmann's strategy be considered aggressive or moderate?
Bradley W. Horstmann's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Bradley W. Horstmann's strategy?
Bradley W. Horstmann's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
