Ian Trundle Portfolio
Invests via Pertento Partners LLP | Managed by Eduardo Marques, Ian Westbrook Trundle, Dara Lynn Heller
Invests via Pertento Partners LLP
Managed by Eduardo Marques, Ian Westbrook Trundle, Dara Lynn Heller
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Ian Trundle Profile
Ian Trundle brings a wealth of experience in corporate leadership and entrepreneurship, having effectively led numerous high-growth technology ventures. His professional journey is marked by a commitment to innovation and operational excellence, positioning him as a notable figure in the tech sector. He has successfully navigated challenges inherent in scaling organizations while emphasizing strategic development and market penetration. Known for his collaborative approach, he has cultivated strong networks that enhance business growth potential and investor interest. Ian's forward-thinking mindset continues to make him relevant in conversations around technological advancement and market disruption.
Ian Trundle brings a wealth of experience in corporate leadership and entrepreneurship, having effectively led numerous high-growth technology ventures. His professional journey is marked by a commitment to innovation and operational excellence, positioning him as a notable figure in the tech sector. He has successfully navigated challenges inherent in scaling organizations while emphasizing strategic development and market penetration. Known for his collaborative approach, he has cultivated strong networks that enhance business growth potential and investor interest. Ian's forward-thinking mindset continues to make him relevant in conversations around technological advancement and market disruption.
Investment Philosophy & Strategy
Opportunities in the technology landscape are ever-evolving, and Ian Trundle’s investment strategy is centered on identifying high-potential innovations. With a strong entrepreneurial background and extensive leadership experience, he focuses on companies that demonstrate scalability and disruptive potential. The emphasis is placed on fostering long-term relationships with visionary teams poised to redefine their industries. By leveraging operational insights and market trends, his approach prioritizes sustainable growth while maintaining agility to pivot when necessary. This combination of strategic foresight and collaborative spirit positions him as an impactful player in technology investment.
Opportunities in the technology landscape are ever-evolving, and Ian Trundle’s investment strategy is centered on identifying high-potential innovations. With a strong entrepreneurial background and extensive leadership experience, he focuses on companies that demonstrate scalability and disruptive potential. The emphasis is placed on fostering long-term relationships with visionary teams poised to redefine their industries. By leveraging operational insights and market trends, his approach prioritizes sustainable growth while maintaining agility to pivot when necessary. This combination of strategic foresight and collaborative spirit positions him as an impactful player in technology investment.
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:
147.05%
Gain -1.43%
Monthly
0.75%
Yearly
9.42%
Drawdown
39.96%
$1.13B
Equity
Holdings
$1.13B
Investment
$1.07B
$246.3M
Profit -$9.66M
Realized
$188.29M
Unrealized
$58.01M
Dividends
$29.59M
Goals
Avg. 19.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.43%
Profit
-$9.66M
Win %
47%
This Week
Compared To Last Week
Gain
1.18%
Profit
$13.14M
Win %
47%
This Month
Compared to last month
Gain
-0.11%
Profit
-$1.29M
Win %
47%
This Year
Compared to last year
Gain
-12.26%
Profit
-$157.59M
Win %
54%
NUTX Nutex Health Inc.
+3.39%
+$3.15M 
KYIV Kyivstar Group Ltd.
+2.32%
+$1.79M 
CLBT Cellebrite DI Ltd.
+2.29%
+$2.16M 
NBBK NB Bancorp, Inc.
+0.13%
+$44,274.58 H591
H5919C104
0%
$0 
USFD US Foods Holding Corp.
-3.35%
-$7.49M 
IESC IES Holdings, Inc.
-2.4%
-$1.79M 
PRMB Primo Brands Corporation Class A Common Stock
-2.26%
-$2.87M 
PAX Patria Investments Limited Class A Common Shares
-2.14%
-$1.36M 
COMP Compass Inc. Class A Common Stock
-1.86%
-$1.14M 
PSMT PriceSmart, Inc.
-1.16%
-$1.22M 
ATRO Astronics Corporation
-1.05%
-$616,054.94 
MBC MasterBrand, Inc.
-0.61%
-$268,563.24 
SNDA Sonida Senior Living, Inc.
-0.06%
-$47,513.12 Events
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Dividends
Dividend Analysis
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| Trades 308 | Longs Won 171/308 55% | Profit Factor 2.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.45M |
| Average Win $2.87M | Best Trade (Sep 30) $32.02M | Sharpe Ratio -24.87 |
| Average Loss -$1.78M | Worst Trade (Oct 14) -$27.12M | Z-Score -4.81 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 6d | Expectancy $799,665.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.17% |
| Consecutive Losing Trades | 632 | 569 | 506 | 442 | 379 | 316 | 253 | 190 | 126 | 63 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ATRO Astronics Corporation | 993,637 | $55.65M | $58.21M | - | $2.56M | 4.6% | -1.047% |
| CLBT Cellebrite DI Ltd. | 8M | $134.52M | $96.54M | - | -$37.98M | -28.24% | +2.29% |
| COMP Compass Inc. Class A Common Stock | 6.15M | $64.81M | $60.16M | - | -$4.66M | -7.18% | -1.856% |
| H591 H5919C104 | 2.23M | $78,493.49 | $78,930.35 | - | $436.86 | 0.56% | 0.0 |
| IESC IES Holdings, Inc. | 336,914 | $58.75M | $72.58M | - | $13.83M | 23.54% | -2.405% |
| KYIV Kyivstar Group Ltd. | 5.92M | $70.05M | $78.86M | - | $8.81M | 12.58% | +2.317% |
| MBC MasterBrand, Inc. | 5.97M | $62.17M | $43.6M | - | -$18.58M | -29.88% | -0.612% |
| NBBK NB Bancorp, Inc. | 1.48M | $23.59M | $34.06M | - | $10.47M | 44.4% | +0.13% |
| NUTX Nutex Health Inc. | 451,310 | $54.5M | $96.16M | - | $41.66M | 76.45% | +3.391% |
| PAX Patria Investments Limited Class A Common Shares | 5.34M | $76.04M | $62.23M | - | -$13.81M | -18.16% | -2.143% |
| PRMB Primo Brands Corporation Class A Common Stock | 6.32M | $154.16M | $124.34M | - | -$29.83M | -19.35% | -2.259% |
| PSMT PriceSmart, Inc. | 613,137 | $75.54M | $103.98M | - | $28.44M | 37.65% | -1.163% |
| SNDA Sonida Senior Living, Inc. | 2.38M | $96.93M | $80.42M | - | -$16.51M | -17.03% | -0.059% |
| USFD US Foods Holding Corp. | 2.15M | $142.87M | $216.45M | - | $73.58M | 51.5% | -3.345% |
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FAQ
Which stocks have generated the highest profits for Ian Trundle?
The largest contributions to the portfolio's profits come from the following stocks: Silicon Motion Technology Corp. ADR - $65.67M, SharkNinja, Inc - $45.43M, IES Holdings, Inc - $28.79M, CRA International, Inc - $24.47M, and Installed Building Products, Inc - $22.51M. 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: ICON plc - $26M, Take-Two Interactive Software, Inc - $8.72M, Simpson Manufacturing Co., Inc - $8.42M, U-Haul Holding Company - $8.33M, and dLocal Limited - $7.95M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ian Trundle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $29.59M earned over time. The largest contributors to dividend income include Patria Investments Limited Class A Common Shares - $9.19M, Silicon Motion Technology Corp. ADR - $4.79M, Primo Brands Corporation Class A Common Stock - $2.97M, Gen Digital Inc - $2.49M, and Installed Building Products, Inc - $2.24M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ian Trundle's monthly returns?
Ian Trundle's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Ian Trundle's strategy be considered aggressive or moderate?
Ian Trundle's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Ian Trundle's strategy?
Ian Trundle'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.
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