BGI
B Group Inc. Portfolio
Invests via B Group Inc. | Managed by Branden B. Muhl
Invests via B Group Inc.
Managed by Branden B. Muhl
Automatically Tracked
Company Profile
Managing a portfolio of consumer and industrial holdings across North America, B Group Inc. targets cash-generative businesses with scalable operations and predictable free cash flow. The company's capital allocation blends direct ownership, strategic minority stakes and operational turnarounds, aiming to enhance margins through centralized shared services and selective bolt-on acquisitions. Revenue exposure skews to resilient end markets such as healthcare supplies, light manufacturing and specialty retail, with emphasis on margin expansion and working-capital optimization. Funding sources include retained earnings, syndicated credit facilities and opportunistic equity issuance to support growth and debt reduction. Relevant to investors, the firm presents a diversified operating cash flow base and execution-driven value creation roadmap that informs relative valuation versus peers.
Managing a portfolio of consumer and industrial holdings across North America, B Group Inc. targets cash-generative businesses with scalable operations and predictable free cash flow. The company's capital allocation blends direct ownership, strategic minority stakes and operational turnarounds, aiming to enhance margins through centralized shared services and selective bolt-on acquisitions. Revenue exposure skews to resilient end markets such as healthcare supplies, light manufacturing and specialty retail, with emphasis on margin expansion and working-capital optimization. Funding sources include retained earnings, syndicated credit facilities and opportunistic equity issuance to support growth and debt reduction. Relevant to investors, the firm presents a diversified operating cash flow base and execution-driven value creation roadmap that informs relative valuation versus peers.
Investment Philosophy & Strategy
Operates a pragmatic, value-oriented investment approach focused on cash-generative consumer and industrial businesses across North America. Prefers controlling or meaningful minority positions in companies with scalable operations, predictable free cash flow and tangible margin-improvement levers. Capital allocation blends retained earnings, syndicated debt and opportunistic equity to fund bolt-on M&A, operational turnarounds and working-capital optimization. Underwriting emphasizes resilience of end markets (healthcare supplies, light manufacturing, specialty retail), disciplined leverage, centralized shared services to capture synergies, and a three- to seven-year value realization horizon. Execution-driven, portfolio construction balances diversification of cash flows with targeted active management to compress valuation multiples and drive compounding free cash flow.
Operates a pragmatic, value-oriented investment approach focused on cash-generative consumer and industrial businesses across North America. Prefers controlling or meaningful minority positions in companies with scalable operations, predictable free cash flow and tangible margin-improvement levers. Capital allocation blends retained earnings, syndicated debt and opportunistic equity to fund bolt-on M&A, operational turnarounds and working-capital optimization. Underwriting emphasizes resilience of end markets (healthcare supplies, light manufacturing, specialty retail), disciplined leverage, centralized shared services to capture synergies, and a three- to seven-year value realization horizon. Execution-driven, portfolio construction balances diversification of cash flows with targeted active management to compress valuation multiples and drive compounding free cash flow.
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:
22.84%
Gain -4.29%
Monthly
0.96%
Yearly
12.17%
Drawdown
31.18%
$158.95M
Equity
Holdings
$158.95M
Investment
$162.14M
$21.17M
Profit -$5.9M
Realized
$24.36M
Unrealized
-$3.19M
Dividends
$0
Goals
Avg. 23% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.29%
Profit
-$5.9M
Win %
47%
This Week
Compared To Last Week
Gain
-7.91%
Profit
-$13.65M
Win %
47%
This Month
Compared to last month
Gain
-10.05%
Profit
-$17.75M
Win %
47%
This Year
Compared to last year
Gain
-10.81%
Profit
-$19.26M
Win %
52%
ZLAB Zai Lab Ltd.
+0.59%
+$63,090.44 
FTH Faeth Therapeutics, Inc.
-7.74%
-$973,219.56 
SGHT Sight Sciences, Inc.
-6.53%
-$557,750 
IOVA Iovance Biotherapeutics, Inc.
-6.35%
-$1.4M 
GPCR Structure Therapeutics Inc.
-5.86%
-$182,000 
PALI Palisade Bio Inc.
-5.84%
-$1.03M 
CLLS Cellectis S.A. - ADR
-4.98%
-$180,482.55 
DRUG Bright Minds Biosciences Inc.
-4.32%
-$157,950 
NRXP NRx Pharmaceuticals, Inc.
-3.87%
-$429,635.53 
ORKA Oruka Therapeutics, Inc.
-3.61%
-$199,770 
AURA Aura Biosciences Inc.
-3.39%
-$164,312.24 
RARE Ultragenyx Pharmaceutical Inc.
-3.23%
-$66,150 
FHTX Foghorn Therapeutics Inc.
-2.65%
-$10,000 
ASMB Assembly Biosciences Inc.
-2.62%
-$94,881.24 
PRAX Praxis Precision Medicines Inc.
-1.52%
-$125,636.19 
TSHA Taysha Gene Therapies Inc.
-1.48%
-$99,030.58 
SYRE Spyre Therapeutics, Inc.
-0.79%
-$44,449.86 
ADMA Adma Biologics Inc.
-0.7%
-$244,690.65 Events
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Dividends
Dividend Analysis
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No Data
| Trades 74 | Longs Won 42/74 56% | Profit Factor 1.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.81M |
| Average Win $1.52M | Best Trade (Sep 30) $11.61M | Sharpe Ratio -64.4 |
| Average Loss -$1.34M | Worst Trade (Oct 14) -$15.65M | Z-Score -1.87 (95.9%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy $286,123.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.3% | 1.71% | 7.85% | 30.08% |
| Consecutive Losing Trades | 119 | 107 | 95 | 83 | 71 | 60 | 48 | 36 | 24 | 12 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADMA Adma Biologics Inc. | 3.26M | $49.26M | $34.76M | - | -$14.5M | -29.43% | -0.699% |
| ASMB Assembly Biosciences Inc. | 175,706 | $1.84M | $3.52M | - | $1.68M | 90.89% | -2.625% |
| AURA Aura Biosciences Inc. | 764,243 | $5.86M | $4.68M | - | -$1.18M | -20.14% | -3.391% |
| CLLS Cellectis S.A. - ADR | 3.28M | $5.83M | $3.45M | - | -$2.39M | -40.95% | -4.977% |
| DRUG Bright Minds Biosciences Inc. | 67,500 | $4.93M | $3.5M | - | -$1.42M | -28.92% | -4.317% |
| FHTX Foghorn Therapeutics Inc. | 200,000 | $965,800 | $368,000 | - | -$597,800 | -61.9% | -2.646% |
| FTH Faeth Therapeutics, Inc. | 610,169 | $15.25M | $11.6M | - | -$3.66M | -23.98% | -7.743% |
| GPCR Structure Therapeutics Inc. | 140,000 | $8.74M | $2.92M | - | -$5.81M | -66.53% | -5.858% |
| IOVA Iovance Biotherapeutics, Inc. | 1.5M | $9.03M | $20.68M | - | $11.65M | 128.92% | -6.352% |
| NRXP NRx Pharmaceuticals, Inc. | 4.09M | $10.86M | $10.66M | - | -$196,274 | -1.81% | -3.875% |
| ORKA Oruka Therapeutics, Inc. | 75,000 | $968,045.81 | $5.34M | - | $4.37M | 451.68% | -3.606% |
| PALI Palisade Bio Inc. | 11.41M | $22.67M | $16.55M | - | -$6.12M | -27.01% | -5.844% |
| PRAX Praxis Precision Medicines Inc. | 33,237 | $1.77M | $8.13M | - | $6.35M | 358.59% | -1.523% |
| RARE Ultragenyx Pharmaceutical Inc. | 135,000 | $4.79M | $1.98M | - | -$2.81M | -58.62% | -3.23% |
| SGHT Sight Sciences, Inc. | 970,000 | $3.33M | $7.98M | - | $4.65M | 139.49% | -6.534% |
| SYRE Spyre Therapeutics, Inc. | 70,000 | $1.27M | $5.56M | - | $4.29M | 336.9% | -0.793% |
| TSHA Taysha Gene Therapies Inc. | 1.8M | $3.33M | $6.62M | - | $3.28M | 98.56% | -1.475% |
| ZLAB Zai Lab Ltd. | 450,646 | $11.43M | $10.66M | - | -$770,873.33 | -6.75% | +0.595% |
No Data
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 B Group Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Insmed Inc - $15.65M, Akero Therapeutics, Inc - $5.05M, Spyre Therapeutics, Inc - $1.97M, Apogee Therapeutics Inc - $1.36M, and Assembly Biosciences Inc - $158,905.01. 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: BioNTech SE - $80,115, GameSquare Holdings Inc - $73,450, and NRX Pharmaceuticals, Inc - $1,200. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
How stable are B Group Inc.'s monthly returns?
B Group Inc.'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 B Group Inc.'s strategy be considered aggressive or moderate?
B Group Inc.'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 B Group Inc.'s strategy?
B Group Inc.'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.
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