CPC

Charles P. Cocke Jr Portfolio

Invests via LB Partners LLC | Managed by Charles P. Cocke Jr.

Invests via LB Partners LLC

Managed by Charles P. Cocke Jr.

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 05:01 PM

Charles P. Cocke Jr Profile

Veteran investor and corporate director with experience in middle-market private equity, operational improvement and portfolio company governance. Charles P. Cocke Jr brings sector-agnostic deal sourcing, value creation and exit execution skills, often serving on boards and advising management on strategy, capital structure and M&A.

Investment Philosophy & Strategy

Focuses on pragmatic, value-oriented private equity investing in middle-market companies, emphasizing operational improvement, disciplined capital structure and active board-level stewardship. Targets sector-agnostic opportunities where governance, margin expansion and strategic M&A can accelerate exits. Uses hands-on portfolio management, KPI-driven turnaround plans and conservative leverage to balance growth and downside protection with a three- to seven-year value realization horizon.

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:

-19.06%

Gain

Monthly

-0.69%

Yearly

-7.99%

Drawdown

70%

$153.85M

Equity

Holdings

$153.85M

Investment

$104.23M

$381,872.92

Profit +$207,715.27

Realized

-$49.24M

Unrealized

$49.62M

Dividends

$4.05M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$207,715.27

Win %

64%

This Week

Compared To Last Week

Gain

2.29%

Profit

$3.45M

Win %

64%

This Month

Compared to last month

Gain

7.13%

Profit

$10.24M

Win %

64%

This Year

Compared to last year

Gain

38.15%

Profit

$42.48M

Win %

60%

Gainers
Losers

PYPL PayPal Holdings Inc

+3.73%

+$41,400

LBRDK Liberty Broadband Corporation

+2.72%

+$15,150.47

SPGI S&P Global Inc.

+2.44%

+$8,143.12

RELY Remitly Global, Inc.

+2.32%

+$886,933.1

GPN Global Payments Inc.

+2.22%

+$17,350

TIGO Millicom International Cellular S.A.

+1.89%

+$255,669.7

KKR KKR & Co. Inc.

+1.69%

+$29,241

COF Capital One Financial Corporation

+1.61%

+$236,088.02

OPFI OppFi Inc.

+1.41%

+$65,000

PDD PDD Holdings Inc. American Depositary Shares

+1.4%

+$26,402.2

FRPH FRP Holdings, Inc.

+1.36%

+$3,141.94

IMXI International Money Express Inc.

+1.25%

+$3,910

FISV Fiserv, Inc.

+1.22%

+$16,605

CVX Chevron Corporation

+1.11%

+$2,828

BSM Black Stone Minerals, L.P.

+0.84%

+$1,200

AXP American Express Company

+0.51%

+$54,750.3

DVN Devon Energy Corporation

+0.44%

+$1,900

AMZN Amazon.com Inc

+0.37%

+$7,520

LPRO Open Lending Corporation

+0.32%

+$54,008.41

GOOG Alphabet Inc

+0.28%

+$8,332

GOOGL Alphabet Inc

+0.21%

+$15,105

OXY Occidental Petroleum Corporation

+0.04%

+$68

12685JAG0

FOUR Shift4 Payments, Inc.

GLBKV GCI Liberty, Inc.

MTA

NIQ

MU Micron Technology, Inc.

-5.91%

-$213,840

GTLB GitLab Inc.

-3.82%

-$75,204

NVDA NVIDIA Corporation

-2.56%

-$32,688

SGOL abrdn Physical Gold Shares ETF

-1.64%

-$6,985

GOGO Gogo Inc.

-1.27%

-$36,181.53

NOW ServiceNow, Inc.

-0.73%

-$4,620

TFPM Triple Flag Precious Metals Corp

-0.62%

-$2,535.21

SPT Sprout Social, Inc. Class A Common Stock

-0.5%

-$66,483.08

MFIC MidCap Financial Investment Corporation

-0.44%

-$436

TBBB Bbb Foods Inc.

-0.33%

-$4,550

Events

Dividends

Dividend Analysis

No Data

Trades 139	Longs Won 62/139 44%	Profit Factor 1
Profitability	Shorts Won 0/0 0%	Standard Deviation $3.19M
Average Win $1.31M	Best Trade (Jul 15) $9.79M	Sharpe Ratio -9.62
Average Loss -$1.05M	Worst Trade (Sep 30) -$24.45M	Z-Score -0.72 (52.96%)
Commissions $0	Avg. Trade Length 11m 3w 3d	Expectancy $2,747.29