AC
Anthony Calzetta Portfolio
Invests via Pembroke Management Ltd. | Managed by Anthony Calzetta
Invests via Pembroke Management Ltd.
Managed by Anthony Calzetta
Automatically Tracked
Anthony Calzetta Profile
With a strong foundation in finance and operational strategy, Anthony Calzetta excels as an executive leader driving growth within high-impact organizations. His background features significant tenure in corporate environments where he has facilitated transformative initiatives that enhance profitability and market positioning. Through his adept understanding of the financial landscape, he plays a crucial role in shaping effective business models while navigating complex challenges. This depth of expertise positions him at the forefront of industry developments, establishing valuable relationships across diverse sectors. As such, his insights into capital markets are increasingly sought after by peers seeking innovative solutions for competitive advantage.
With a strong foundation in finance and operational strategy, Anthony Calzetta excels as an executive leader driving growth within high-impact organizations. His background features significant tenure in corporate environments where he has facilitated transformative initiatives that enhance profitability and market positioning. Through his adept understanding of the financial landscape, he plays a crucial role in shaping effective business models while navigating complex challenges. This depth of expertise positions him at the forefront of industry developments, establishing valuable relationships across diverse sectors. As such, his insights into capital markets are increasingly sought after by peers seeking innovative solutions for competitive advantage.
Investment Philosophy & Strategy
Focusing on disruptive market dynamics, Anthony Calzetta combines his extensive operational knowledge with a keen sense for emerging trends. His strategic vision emphasizes the importance of agility in capital deployment, ensuring that organizations stay ahead in competitive landscapes. Through entrepreneurial thinking and a results-oriented approach, he navigates opportunities for growth and innovation within established sectors. With a unique ability to foster collaborative environments, he champions initiatives that harness collective strengths while driving transformative change. This orientation towards creating scalable solutions enables effective responses to evolving consumer demands and positions entities for sustainable advancement.
Focusing on disruptive market dynamics, Anthony Calzetta combines his extensive operational knowledge with a keen sense for emerging trends. His strategic vision emphasizes the importance of agility in capital deployment, ensuring that organizations stay ahead in competitive landscapes. Through entrepreneurial thinking and a results-oriented approach, he navigates opportunities for growth and innovation within established sectors. With a unique ability to foster collaborative environments, he champions initiatives that harness collective strengths while driving transformative change. This orientation towards creating scalable solutions enables effective responses to evolving consumer demands and positions entities for sustainable advancement.
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:
37.88%
Gain +0.38%
Monthly
0.79%
Yearly
9.92%
Drawdown
39.55%
$1.14B
Equity
Holdings
$1.14B
Investment
$837.71M
$891.54M
Profit +$2.76M
Realized
$592.51M
Unrealized
$299.03M
Dividends
$71.09M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.38%
Profit
$2.76M
Win %
59%
This Week
Compared To Last Week
Gain
-1.85%
Profit
-$21.42M
Win %
59%
This Month
Compared to last month
Gain
0.1%
Profit
$1.09M
Win %
59%
This Year
Compared to last year
Gain
15.51%
Profit
-$41.44M
Win %
58%
MDALF MDA Space Ltd.
+63.03%
+$8.12M ICGE
ICGE
+47.15%
+$8.36M PGI
PGI
+33.53%
+$413,629.33 
EGOV NIC Inc
+29.8%
+$3.15M AFAM
AFAM
+18.9%
+$69,752.63 
EPAY Bottomline Technologies DE Inc
+15.03%
+$505,768.04 
UPL Ultra Petroleum Corp
+7.66%
+$496,376.78 
WING Wingstop Inc.
+6.62%
+$213,241.74 
BROS Dutch Bros Inc.
+4.93%
+$221,467.27 
LLY Eli Lilly and Company
+3.55%
+$20,877.69 
RGEN Repligen Corporation
+3.35%
+$95,179.71 
SHOP Shopify Inc.
+3.27%
+$59,693.76 
UNH UnitedHealth Group Incorporated
+2.79%
+$8,132.81 
OLLI Ollie's Bargain Outlet Holdings Inc.
+2.62%
+$614,440.59 
ORLY O'Reilly Automotive Inc.
+2.09%
+$1.5M 
GE General Electric Company
+1.62%
+$5,687.16 
PMTS CPI Card Group Inc.
+1.54%
+$46,780.5 
FCX Freeport-McMoRan Inc.
+0.85%
+$2,939.96 CSTR
CSTR
+0.45%
+$15,935.14 
DNR Denbury Resources Inc
+0.27%
+$12,589.22 
RTX RTX Corporation
+0.26%
+$817.92 
VSEC VSE Corporation
+0.06%
+$14,909.91 
ACHC Acadia Healthcare Company, Inc.
0%
$0 
BRO Brown & Brown Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRAI CRA International Inc.
0%
+$0.43 
CXDO Crexendo, Inc.
0%
$0 
DORM Dorman Products, Inc.
0%
$0 
DSGX The Descartes Systems Group Inc.
0%
$0 
ECPG Encore Capital Group Inc.
0%
$0 
ENPH Enphase Energy, Inc.
0%
$0 
ESQ Esquire Financial Holdings Inc.
0%
$0 
FERG Ferguson Enterprises Inc
0%
$0 
FIVE Five Below, Inc.
0%
$0 
FORR Forrester Research Inc.
0%
$0 
FSV FirstService Corporation
0%
-$0.06 
FSS Federal Signal Corp.
0%
$0 
GCO Genesco Inc.
0%
$0 
GIL Gildan Activewear Inc.
0%
$0 
GMED Globus Medical Inc.
0%
$0 
GPOR Gulfport Energy Corporation
0%
$0 
HCSG Healthcare Services Group Inc.
0%
$0 
HD The Home Depot, Inc.
0%
+$0.01 
HGTY Hagerty, Inc.
0%
$0 
HIBB Hibbett Sports Inc
0%
$0 
HSTM HealthStream Inc.
0%
$0 
IBP Installed Building Products Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
+$0.01 
KEX Kirby Corporation
0%
$0 
LGND Ligand Pharmaceuticals Inc.
0%
-$0.4 
LIN Linde plc
0%
+$0.01 
LQDT Liquidity Services Inc.
0%
$0 
LPSN LivePerson, Inc.
0%
$0 
LPX Louisiana-Pacific Corporation
0%
$0 
MA Mastercard Incorporated
0%
-$0.01 
MAIN Main Street Capital Corporation
0%
$0 
MDB MongoDB Inc.
0%
+$0.01 
MMS Maximus Inc.
0%
$0 
MOD Modine Manufacturing Company
0%
$0 
MPAA Motorcar Parts of America, Inc.
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
-$0.27 
MSFT Microsoft Corp.
0%
$0 
MTZ MasTec, Inc. Common Stock
0%
+$5.53 
NOG Northern Oil and Gas Inc.
0%
$0 
NYCB Flagstar Financial Corporation
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
OUST Ouster, Inc.
0%
$0 
PGR Progressive Corporation
0%
+$0.01 
PNTG The Pennant Group, Inc.
0%
$0 
PRCH Porch Group Inc.
0%
$0 
PSA Public Storage Common Stock
0%
+$0.01 
RBA Rb Global Inc.
0%
$0 
RDVT Red Violet Inc.
0%
$0 
REZI Resideo Technologies Inc.
0%
$0 
RGLD Royal Gold Inc.
0%
$0 
RJF Raymond James Financial Inc.
0%
$0 
RRC Range Resources Corporation
0%
$0 
RY Royal Bank of Canada
0%
+$0.13 
SAIA Saia, Inc.
0%
$0 
SBNYL Signature Bank New York 5% Perpetual Preferred
0%
$0 
SHW The Sherwin-Williams Company
0%
+$0.01 
SITE SiteOne Landscape Supply Inc.
0%
$0 
SPOT Spotify Technology S.A.
0%
+$0.02 
TDG TransDigm Group Inc.
0%
+$0.01 
THRM Gentherm Inc.
0%
$0 
TKR Timken Co.
0%
$0 
TSAT Telesat Corporation
0%
$0 
TT Trane Technologies plc
0%
+$0.01 
UTI Universal Technical Institute Inc.
0%
$0 
VCTR Victory Capital Holdings, Inc. Class A
0%
$0 
VBNK VersaBank
0%
$0 
WCN Waste Connections Inc.
0%
+$0.15 
WKC World Kinect Corporation
0%
$0 
WMT Walmart Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
WSO Watsco Inc.
0%
-$0.2 
EUSA iShares MSCI USA Equal Weighted ETF
0%
+$0.05 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.56 
OBE Obsidian Energy Ltd.
0%
$0 
INWK InnerWorkings Inc
0%
$0 MHRC
MHRCQ
0%
$0 PRAA
PRAA
0%
$0 SYNT
SYNT
0%
$0 FESL
FESLQ
0%
$0 DLLR
DLLR
0%
$0 GWAY
GWAY
0%
$0 
P Everpure Inc.
0%
+$4.98 
WEB Web.com Group, Inc.
0%
$0 
VGNT Versigent plc
0%
$0 REXX
REXX
-55.92%
-$1.95M 
VRTU Virtusa Corp
-30.6%
-$4.09M H591
H5919C104
-16.36%
-$76,673.5 CTRX
CTRX
-4.55%
-$91,298.52 
TCBI Texas Capital Bancshares Inc.
-2.03%
-$165,981 
NVDA NVIDIA Corporation
-1.84%
-$28,555.12 
LEG Leggett & Platt, Inc.
-1.29%
-$3,560.4 
META Meta Platforms Inc Class A
-0.11%
-$654.38 
HBM Hudbay Minerals Inc.
-0.08%
-$650.02 
CRK Comstock Resources Inc.
-0.04%
-$992.5 
LTH Life Time Group Holdings Inc.
-0.01%
-$414.8 Events
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Dividends
Dividend Analysis
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| Trades 3152 | Longs Won 1890/3152 59% | Profit Factor 1.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.3M |
| Average Win $1.06M | Best Trade (Oct 16) $96.78M | Sharpe Ratio -9.66 |
| Average Loss -$886,494 | Worst Trade (Mar 30) -$85.45M | Z-Score -17.47 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5m 3w 1d | Expectancy $282,849.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.2% |
| Consecutive Losing Trades | 1,282 | 1,154 | 1,026 | 897 | 769 | 641 | 513 | 385 | 256 | 128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACHC Acadia Healthcare Company, Inc. | 338,800 | $14.05M | $10.73M | - | -$3.32M | -23.63% | 0.0 |
| AFAM AFAM | 19,000 | $369,142.86 | $438,895.49 | - | $69,752.63 | 18.9% | +18.896% |
| BRO Brown & Brown Inc. | 51,200 | $803,686.4 | $3.32M | - | $2.51M | 312.82% | 0.0 |
| BROS Dutch Bros Inc. | 114,750 | $7.67M | $4.72M | - | -$2.95M | -38.5% | +4.927% |
| COST Costco Wholesale Corporation | 227 | $195,750.97 | $222,914 | - | $27,163.03 | 13.88% | 0.0 |
| CRAI CRA International Inc. | 42,787 | $3.59M | $7.51M | - | $3.92M | 109.34% | 0.0 |
| CRK Comstock Resources Inc. | 198,499 | $18.24M | $2.72M | - | -$15.52M | -85.09% | -0.036% |
| CSTR CSTR | 60,253 | $3.53M | $3.54M | - | $1,812.42 | 0.05% | +0.453% |
| CTRX CTRX | 45,385 | $2M | $1.91M | - | -$91,298.52 | -4.56% | -4.555% |
| CXDO Crexendo, Inc. | 183,171 | $1.17M | $1.01M | - | -$161,254.33 | -13.8% | 0.0 |
| DLLR DLLR | 448,300 | $7.46M | $7.46M | - | - | - | 0.0 |
| DNR Denbury Resources Inc | 253,500 | $4.35M | $4.68M | - | $331,241.69 | 7.62% | +0.27% |
| DORM Dorman Products, Inc. | 83,539 | $8.4M | $10.18M | - | $1.78M | 21.23% | 0.0 |
| DSGX The Descartes Systems Group Inc. | 103,981 | $7.55M | $8.87M | - | $1.32M | 17.55% | 0.0 |
| ECPG Encore Capital Group Inc. | 301,000 | $9.94M | $30.36M | - | $20.42M | 205.35% | 0.0 |
| EGOV NIC Inc | 551,200 | $10.95M | $13.71M | - | $2.76M | 25.17% | +29.795% |
| ENPH Enphase Energy, Inc. | 345,870 | $13.57M | $10.15M | - | -$3.42M | -25.2% | 0.0 |
| EPAY Bottomline Technologies DE Inc | 91,800 | $3.52M | $3.87M | - | $347,543.38 | 9.87% | +15.032% |
| ESQ Esquire Financial Holdings Inc. | 24,370 | $2.9M | $2.87M | - | -$30,462.8 | -1.05% | 0.0 |
| EUSA iShares MSCI USA Equal Weighted ETF | 23,623 | $2.43M | $2.67M | - | $235,732.99 | 9.69% | 0.0 |
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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 Anthony Calzetta?
The largest contributions to the portfolio's profits come from the following stocks: Gentherm Inc - $70.2M, Monolithic Power Systems, Inc - $64.36M, Installed Building Products Inc - $63.15M, The Descartes Systems Group Inc - $55.22M, and Charles River Laboratories International, Inc - $44.8M. 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: Sequential Brands Group Inc - $157.33M, REXX - $33.02M, Sanchez Energy Corporation - $25.15M, MasTec, Inc. Common Stock - $21.23M, and Sangoma Technologies Corporation - $15.96M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anthony Calzetta's portfolio generate?
The portfolio generates substantial dividend income, with a total of $71.09M earned over time. The largest contributors to dividend income include BRP Inc. Subordinate Voting Shares - $4.6M, Healthcare Services Group Inc - $4.16M, Maximus Inc - $3.51M, Watsco Inc - $3.51M, and Installed Building Products Inc - $3.09M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anthony Calzetta's monthly returns?
Anthony Calzetta'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 Anthony Calzetta's strategy be considered aggressive or moderate?
Anthony Calzetta'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 Anthony Calzetta's strategy?
Anthony Calzetta'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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