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 
005123104
0%
$0 
017415100
0%
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020040101
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042476101
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04338Q107
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239753106
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247025109
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345370100
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36225X100
0%
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367833100
0%
$0 
402734107
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423328103
0%
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43645B106
0%
$0 
448110106
0%
$0 
449223106
0%
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459655106
0%
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461156101
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482516101
0%
$0 
500472105
0%
$0 
538021106
0%
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561232109
0%
$0 
572393106
0%
$0 
59000G100
0%
$0 
607059102
0%
$0 
629853102
0%
$0 
635519101
0%
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637657107
0%
$0 
639E11200
0%
$0 
64352U103
0%
$0 
693304107
0%
$0 
693499105
0%
$0 
694058108
0%
$0 
695112201
0%
$0 
711147108
0%
$0 
718154107
0%
$0 
725701106
0%
$0 
725701882
0%
$0 
72764R105
0%
$0 
737679100
0%
$0 
747906105
0%
$0 
749084109
0%
$0 
755111309
0%
$0 
75952U103
0%
$0 
763408101
0%
$0 
771367109
0%
$0 
805844107
0%
$0 
820286102
0%
$0 
826912107
0%
$0 
859547101
0%
$0 
867910101
0%
$0 
872649108
0%
$0 
879384105
0%
$0 
893817106
0%
$0 
895953107
0%
$0 
89618L100
0%
$0 
896287109
0%
$0 
902905827
0%
$0 
904000106
0%
$0 
905581104
0%
$0 
912080108
0%
$0 
913538104
0%
$0 
918005109
0%
$0 
981443104
0%
$0 
AAMRQ
0%
$0 
ACE
0%
$0 
ACS
0%
$0 
AFC
0%
$0 
AGE
0%
$0 
AKS AK Steel Holding Corp
0%
$0 
AM
0%
$0 
AMSY
0%
$0 
ARMGQ
0%
$0 
AYE
0%
$0 
BCF
0%
$0 
BCR
0%
$0 
BGG Briggs & Stratton Corp
0%
$0 
BMS
0%
$0 
BNI
0%
$0 
BOL
0%
$0 
BR
0%
$0 
BWC
0%
$0 
CCTYQ
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CF
0%
$0 
CFBX
0%
$0 
CIN
0%
$0 
CLE
0%
$0 
CMIN
0%
$0 
CSG
0%
$0 
CTX
0%
$0 
DRE Duke Realty Corp
0%
$0 
EAS
0%
$0 
EMC
0%
$0 
ENRNQ
0%
$0 
FDO
0%
$0 
FLTWQ
0%
$0 
FO
0%
$0 
FPIC
0%
$0 
GBP
0%
$0 
GDW
0%
$0 
GLBL
0%
$0 
GLH
0%
$0 
GLK
0%
$0 
GTK
0%
$0 
HB
0%
$0 
HPQ
0%
$0 
HSC Harsco Corporation
0%
$0 
IBCIQ
0%
$0 
IGL
0%
$0 
JCI
0%
$0 
JEC Jacobs Engineering Group Inc
0%
$0 
LAF
0%
$0 
LBY Libbey Inc
0%
$0 
LNCR
0%
$0 
LNR
0%
$0 
LPT Liberty Property Trust
0%
$0 
LU
0%
$0 
LXK
0%
$0 
LZ
0%
$0 
MCH
0%
$0 
MNI McClatchy Co-The
0%
$0 
MYG
0%
$0 
N62648105
0%
$0 
NFB
0%
$0 
NOV
0%
$0 
NOVL
0%
$0 
NWACQ
0%
$0 
OCAS
0%
$0 
OLG
0%
$0 
ONE
0%
$0 
PCH PotlatchDeltic Corporation
0%
$0 
PD
0%
$0 
PRE
0%
$0 
PX
0%
$0 
RBN
0%
$0 
REY
0%
$0 
RKY
0%
$0 
ROH
0%
$0 
RUS
0%
$0 
SDS
0%
$0 
SIAL
0%
$0 
SLE
0%
$0 
SOL
0%
$0 
SOTR
0%
$0 
SOV
0%
$0 
SPC
0%
$0 
SVU
0%
$0 
TECUA
0%
$0 
TEK
0%
$0 
TIF Tiffany & Co
0%
$0 
TXI
0%
$0 
UST
0%
$0 
VAR Varian Medical Systems Inc
0%
$0 
VCI
0%
$0 
WACGQ
0%
$0 
WAMUQ
0%
$0 
WEN
0%
$0 
WLM
0%
$0 
WLP
0%
$0 
XLNX Xilinx Inc
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, MonthlyNo Data
Option values are updated at end of day.
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No Data
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.
