CEA
Craig Effron and Curtis Portfolio
Invests via Scoggin Management LP | Managed by Craig Effron and Curtis
Invests via Scoggin Management LP
Managed by Craig Effron and Curtis
Automatically Tracked
Craig Effron and Curtis Profile
Craig Effron and Curtis operates as a specialized investment firm, renowned for its adeptness in identifying compelling market opportunities within the private equity sector. Focused on strategic investments, it leverages deep industry insights to enhance value creation across diverse portfolios. The team brings decades of collective experience from varied financial backgrounds, empowering them to navigate complex market dynamics effectively. Recognized for its innovative approaches and strong performance record, the firm attracts significant interest from institutional investors seeking robust returns in an ever-evolving economic landscape.
Craig Effron and Curtis operates as a specialized investment firm, renowned for its adeptness in identifying compelling market opportunities within the private equity sector. Focused on strategic investments, it leverages deep industry insights to enhance value creation across diverse portfolios. The team brings decades of collective experience from varied financial backgrounds, empowering them to navigate complex market dynamics effectively. Recognized for its innovative approaches and strong performance record, the firm attracts significant interest from institutional investors seeking robust returns in an ever-evolving economic landscape.
Investment Philosophy & Strategy
In the private equity landscape, strategic foresight is paramount. Craig Effron and Curtis harness their profound sector expertise to pinpoint high-potential investments that align with market trends. The firm prioritizes dynamic value creation by fostering innovation within its portfolio companies while adeptly managing competitive pressures. By maintaining a flexible investment philosophy, they capitalize on unique opportunities that can drive sustainable growth across varying economic conditions. This approach not only enhances shareholder value but also establishes enduring partnerships in the industry.
In the private equity landscape, strategic foresight is paramount. Craig Effron and Curtis harness their profound sector expertise to pinpoint high-potential investments that align with market trends. The firm prioritizes dynamic value creation by fostering innovation within its portfolio companies while adeptly managing competitive pressures. By maintaining a flexible investment philosophy, they capitalize on unique opportunities that can drive sustainable growth across varying economic conditions. This approach not only enhances shareholder value but also establishes enduring partnerships in the industry.
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:
104.89%
Gain +0.86%
Monthly
0.69%
Yearly
8.56%
Drawdown
58.87%
$684.42M
Equity
Holdings
$684.42M
Investment
$563.75M
$289.91M
Profit +$2.68M
Realized
$169.23M
Unrealized
$120.68M
Dividends
$106.46M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.86%
Profit
$2.68M
Win %
50%
This Week
Compared To Last Week
Gain
-3.8%
Profit
-$27.06M
Win %
50%
This Month
Compared to last month
Gain
-6.32%
Profit
-$46.14M
Win %
50%
This Year
Compared to last year
Gain
-36%
Profit
-$150.04M
Win %
52%
SATS EchoStar Corporation
+32.92%
+$1.89M AZC
AZC
+29.72%
+$1.01M MJN
MJN
+19.65%
+$5.89M 
VYX NCR Voyix Corp
+9.88%
+$283,750.4 
QUBT Quantum Computing Inc.
+8.4%
+$30,475 
RGTI Rigetti Computing Inc
+8.13%
+$28,500 
QBTS D-Wave Quantum Inc.
+6.53%
+$21,587.5 
NRGV Energy Vault Holdings Inc.
+5.52%
+$988,000 
CIT CIT Group Inc
+4.24%
+$1.09M 
LENZ LENZ Therapeutics, Inc.
+4.08%
+$24,500 ACL
ACL
+3.24%
+$863,777.77 
BDX Becton, Dickinson and Company
+2.58%
+$952,423.94 
SPG Simon Property Group, Inc.
+2.36%
+$185,459.48 
PSUS Pershing Square USA Ltd.
+1.89%
+$70,000 
FBP First BanCorp Puerto Rico
+1.83%
+$21,011.2 
ARI Apollo Commercial Real Estate Finance Inc.
+1.58%
+$44,800 
C Citigroup Inc.
+0.77%
+$62,040 
SLNH Soluna Holdings Inc.
+0.27%
+$475.01 
NOMD Nomad Foods Ltd.
+0.04%
+$2,500 
ABR Arbor Realty Trust Inc.
0%
$0 
AIB AIB Acquisition Corporation
0%
$0 
AUID AuthID Inc.
0%
$0 
BTDR Bitdeer Technologies Group
0%
$0 
CLNN Clene Inc.
0%
$0 
CLSK CleanSpark, Inc.
0%
$0 
DFIN Donnelley Financial Solutions Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
-$0.02 
ELS Equity Lifestyle Properties Inc.
0%
$0 
FINW FinWise Bancorp
0%
$0 
GLRE Greenlight Capital Re, Ltd.
0%
$0 
HUT Hut 8 Corp.
0%
$0 
IHG Intercontinental Hotels Group PLC ADR
0%
$0 
IONQ IonQ, Inc.
0%
$0 
IVZ Invesco Ltd.
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
NN NextNav Inc.
0%
$0 
OMEX Odyssey Marine Exploration Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PTON Peloton Interactive, Inc.
0%
$0 
SMG Scotts Miracle-Gro Co.
0%
$0 
TRC Tejon Ranch Co.
0%
$0 
VIA Via Transportation, Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WULF TeraWulf Inc.
0%
$0 
MSOS AdvisorShares Pure US Cannabis ETF
0%
$0 
CORZ Core Scientific, Inc.
0%
$0 
SKYA SkyAI, Inc. Common Stock
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
CTEV Claritev Corporation
0%
$0 
PS Pluralsight Inc
0%
$0 
RDAGU Republic Digital Acquisition Corp.
0%
$0 
RTACU Renatus Tactical Acquisition Corp.
0%
$0 
CEPV Cantor Equity Partners V, Inc. Class A Ordinary Shares
0%
$0 
CEPF Cantor Equity Partners IV, Inc.
0%
$0 KFT
KFT
0%
$0 LSTZ
LSTZA
0%
$0 GGP
GGP
0%
$0 6107
6107SC
0%
$0 ARG
ARG
0%
$0 STJ
STJ
0%
$0 TLXL
TLXLY
0%
$0 WEN
WEN
0%
$0 DEXO
DEXO
0%
$0 
SHAZ SharonAI Holdings Inc.
0%
$0 
SAAQU Space Asset Acquisition Corp.
0%
$0 
FPS Forgent Power Solutions, Inc.
0%
$0 
SVIVU Spring Valley Acquisition Corp. II Unit
0%
$0 RCNI
RCNI
0%
$0 
AZLUD Azul S.A. Sponsored ADR each representing 3 preferred shares
0%
$0 NHP
NHP
0%
$0 HUGH
HUGH
0%
$0 
EVOXU Evolution Global Acquisition Corp. Units
0%
$0 
BRUN Boost Run Inc. Class A Common Stock
0%
$0 
GUACU Berto Acquisition Corp. II Unit
0%
$0 
CAES Cantor Equity Partners VII, Inc.
0%
$0 
FBC Flagstar Bancorp Inc
-32.52%
-$77,621.17 GDXJ
GDXJ
-25.97%
-$2.86M 
GLASF Glass House Brands Inc.
-8.64%
-$103,205.64 CFN
CFN
-8.05%
-$580,897.05 
DISCK Discovery Inc
-7.8%
-$393,226.42 
TMCR The Metals Royalty Company Inc.
-2.98%
-$17,850 
HIVE HIVE Digital Technologies Ltd.
-0.89%
-$10,000 
IACQU Irenic Acquisition Corp.
-0.4%
-$1,400 Events
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Dividends
Dividend Analysis
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| Trades 2104 | Longs Won 891/2104 42% | Profit Factor 1.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.37M |
| Average Win $1.03M | Best Trade (Oct 16) $71.46M | Sharpe Ratio -27.61 |
| Average Loss -$517,846.17 | Worst Trade (Dec 31) -$18.67M | Z-Score -5.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 3d | Expectancy $137,790.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% | 2.94% |
| Consecutive Losing Trades | 1,321 | 1,189 | 1,057 | 925 | 793 | 661 | 528 | 396 | 264 | 132 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6107 6107SC | 287,000 | $14.24M | $14.24M | - | - | - | 0.0 |
| ABR Arbor Realty Trust Inc. | 1.38M | $7.45M | $3.59M | - | -$3.86M | -51.85% | 0.0 |
| ACL ACL | 165,000 | $27.36M | $27.52M | - | $157,050.51 | 0.57% | +3.24% |
| AIB AIB Acquisition Corporation | 225,000 | $477,000 | $279,000 | - | -$198,000 | -41.51% | 0.0 |
| APO Apollo Global Management, Inc. | 50,000 | $5.57M | $5.67M | - | $98,500 | 1.77% | 0.0 |
| ARG ARG | 192,000 | $13.05M | $13.05M | - | - | - | 0.0 |
| ARI Apollo Commercial Real Estate Finance Inc. | 448,000 | $8.07M | $2.87M | - | -$5.2M | -64.41% | +1.585% |
| AUID AuthID Inc. | 75,000 | $80,250 | $24,075 | - | -$56,175 | -70% | 0.0 |
| AZC AZC | 1.28M | $3.92M | $4.42M | - | $498,086.13 | 12.71% | +29.721% |
| AZLUD Azul S.A. Sponsored ADR each representing 3 preferred shares | 210,198 | $1.89M | $1.89M | - | - | - | 0.0 |
| BDX Becton, Dickinson and Company | 195,570 | $11.81M | $37.89M | - | $26.08M | 220.86% | +2.578% |
| BRUN Boost Run Inc. Class A Common Stock | 342,500 | $13.29M | $3.31M | - | -$9.99M | -75.14% | 0.0 |
| BTDR Bitdeer Technologies Group | 250,000 | $3.97M | $2.04M | - | -$1.92M | -48.46% | 0.0 |
| C Citigroup Inc. | 66,000 | $3.79M | $8.13M | - | $4.34M | 114.7% | +0.769% |
| CAES Cantor Equity Partners VII, Inc. | 25,000 | $252,250 | $250,250 | - | -$2,000 | -0.79% | 0.0 |
| CEPF Cantor Equity Partners IV, Inc. | 20,000 | $203,700 | $205,400 | - | $1,700 | 0.83% | 0.0 |
| CEPV Cantor Equity Partners V, Inc. Class A Ordinary Shares | 20,000 | $205,000 | $204,400 | - | -$600 | -0.29% | 0.0 |
| CFN CFN | 256,000 | $7.22M | $6.64M | - | -$580,897.05 | -8.05% | -8.047% |
| CIT CIT Group Inc | 628,000 | $26.86M | $26.72M | - | -$138,178.34 | -0.51% | +4.237% |
| CLNN Clene Inc. | 600,000 | $3.41M | $1.99M | - | -$1.42M | -41.71% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Craig Effron and Curtis?
The largest contributions to the portfolio's profits come from the following stocks: Pfizer Inc - $45.95M, YHOO - $24.39M, Altaba Inc - $24.02M, Apple Inc - $23.95M, and Element Solutions Inc - $22.3M. 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: UPLCQ - $39.86M, LVNTA - $28.65M, PAH - $17.73M, DEPO - $11.48M, and Flagstar Bancorp Inc - $11.23M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Craig Effron and Curtis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $106.46M earned over time. The largest contributors to dividend income include Pfizer Inc - $29.08M, Apollo Commercial Real Estate Finance Inc - $12.79M, Becton, Dickinson and Company - $7.31M, Intercontinental Hotels Group PLC ADR - $5.68M, and CIT Group Inc - $4.6M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Craig Effron and Curtis's monthly returns?
Craig Effron and Curtis'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 Craig Effron and Curtis's strategy be considered aggressive or moderate?
Craig Effron and Curtis'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 Craig Effron and Curtis's strategy?
Craig Effron and Curtis'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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