LAM

Longboard Asset Management LP Portfolio

Invests via Longboard Asset Management LP | Managed by Cole Wilcox, Sarah Baldwin, Michael Striano

Invests via Longboard Asset Management LP

Managed by Cole Wilcox, Sarah Baldwin, Michael Striano

Automatically Tracked

Tracking: 0 Updated: Jul 17 at 01:45 PM

Company Profile

An alternative asset manager focused on equity strategies and event-driven opportunities, Longboard Asset Management LP runs concentrated long/short portfolios using fundamental research and active voting to pursue total-return for institutional investors. The firm prioritizes liquidity-aware position sizing, opportunistic activism and trading across North American public equities.

Investment Philosophy & Strategy

Specializes in concentrated long/short equity and event-driven portfolios that blend fundamental research, opportunistic activism and disciplined trading across North American liquid markets. Capital deployment emphasizes liquidity-aware sizing, high-conviction bets and active proxy engagement to drive total return for institutional investors. Risk framework combines position diversification, dynamic hedging and rigorous downside controls while horizon tilts toward medium-term realization of catalyst-driven value. Fee structure and governance align incentives with investor outcomes.

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:

7.15%

Gain

Monthly

0.37%

Yearly

4.58%

Drawdown

9.29%

$6.04M

Equity

Holdings

$6.04M

Investment

$5.64M

$3.02M

Profit +$76,405.71

Realized

$2.63M

Unrealized

$395,281.42

Dividends

$1.25M

Goals

Avg. 65.5% completed goals

Yearly

Gain > 5%

2026

31%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$76,405.71

Win %

68%

This Week

Compared To Last Week

Gain

1.67%

Profit

$99,104.48

Win %

68%

This Month

Compared to last month

Gain

1.52%

Profit

$90,106.86

Win %

68%

This Year

Compared to last year

Gain

1.57%

Profit

$93,508.39

Win %

72%

Gainers
Losers

CINF Cincinnati Financial Corporation

+3.44%

+$7,302.21

THG Hanover Insurance Group, Inc.

+3.13%

+$6,970.26

LH Labcorp Holdings Inc.

+2.85%

+$6,151.34

AFL Aflac Inc.

+2.28%

+$6,468.62

DGX Quest Diagnostics Inc.

+2.28%

+$4,941.72

SO The Southern Company

+2.15%

+$5,326.11

HMN Horace Mann Educators Corp.

+2.13%

+$4,784.1

POR Portland General Electric Company

+1.99%

+$4,099.2

CNP CenterPoint Energy Inc.

+1.94%

+$4,633.44

EXC Exelon Corporation

+1.84%

+$3,754.76

CMS CMS Energy Corporation

+1.73%

+$3,846.78

XEL Xcel Energy Inc.

+1.71%

+$3,934.64

AVA Avista Corp.

+1.68%

+$3,909.26

LNT Alliant Energy Corporation

+1.66%

+$4,437.72

AEE Ameren Corporation

+1.56%

+$3,800.19

D Dominion Energy, Inc.

+1.5%

+$3,435.7

REG Regency Centers Corporation

+1.35%

+$3,111.33

IVT InvenTrust Properties Corp.

+1.17%

+$3,255.96

GL Globe Life Inc.

+1.05%

+$2,619.99

CSX CSX Corporation

+0.45%

+$982.1

GTX Garrett Motion Inc.

-2.41%

-$4,255.24

FNB F.N.B. Corporation

-1.64%

-$3,523.84

WBS Webster Financial Corporation

-0.71%

-$1,521.64

ARI Apollo Commercial Real Estate Finance Inc.

-0.5%

-$390.36

DX Dynex Capital Inc.

-0.41%

-$840.67

MFA MFA Financial Inc.

-0.31%

-$334.59

NWBI Northwest Bancshares Inc.

-0.19%

-$321.51

SHO Sunstone Hotel Investors Inc.

-0.09%

-$107.97

Events

Dividends

Dividend Analysis

No Data

Trades 462	Longs Won 149/462 32%	Profit Factor 4.67
Profitability	Shorts Won 0/0 0%	Standard Deviation $18,311.9
Average Win $25,822.52	Best Trade (Dec 30) $111,620	Sharpe Ratio -9.43
Average Loss -$2,630.48	Worst Trade (Dec 30) -$37,755	Z-Score -7.82 (100%)
Commissions $0	Avg. Trade Length 5m 2w 5d	Expectancy $6,545.92

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%	<0.01%
Consecutive Losing Trades	2,294	2,064	1,835	1,606	1,376	1,147	917	688	459	229