Timothy E. Ladin Portfolio
Invests via Price Jennifer C. | Managed by Jennifer C. Price, MFP Investors LLC
Invests via Price Jennifer C.
Managed by Jennifer C. Price, MFP Investors LLC
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Timothy E. Ladin Profile
Timothy E. Ladin is a prominent executive with extensive experience in corporate finance and strategic development across various sectors. He has established himself as a key figure in driving operational efficiency and spearheading significant business transformations within organizations. Known for his leadership capabilities, he leverages a blend of financial acumen and market insight to propel growth initiatives. His background includes notable roles where he successfully navigated complex regulatory environments while enhancing shareholder value. With a focus on fostering innovation and team empowerment, Ladin plays an influential role in shaping the future direction of companies engaged in dynamic markets.
Timothy E. Ladin is a prominent executive with extensive experience in corporate finance and strategic development across various sectors. He has established himself as a key figure in driving operational efficiency and spearheading significant business transformations within organizations. Known for his leadership capabilities, he leverages a blend of financial acumen and market insight to propel growth initiatives. His background includes notable roles where he successfully navigated complex regulatory environments while enhancing shareholder value. With a focus on fostering innovation and team empowerment, Ladin plays an influential role in shaping the future direction of companies engaged in dynamic markets.
Investment Philosophy & Strategy
Market opportunities drive the investment decisions made by Timothy E. Ladin, whose extensive corporate finance experience informs his strategic approach. He emphasizes identifying transformative growth initiatives within dynamic sectors, aligning capital with projects poised for significant market impact. His operational insights enable the assessment of competitive positioning while fostering innovation and efficiency in organizations. With a keen understanding of navigating regulatory landscapes, he champions ventures that enhance shareholder value through sustainable practices and proactive risk management strategies.
Market opportunities drive the investment decisions made by Timothy E. Ladin, whose extensive corporate finance experience informs his strategic approach. He emphasizes identifying transformative growth initiatives within dynamic sectors, aligning capital with projects poised for significant market impact. His operational insights enable the assessment of competitive positioning while fostering innovation and efficiency in organizations. With a keen understanding of navigating regulatory landscapes, he champions ventures that enhance shareholder value through sustainable practices and proactive risk management strategies.
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:
8.49%
Gain +0.26%
Monthly
0.05%
Yearly
0.64%
Drawdown
22.78%
$84.19M
Equity
Holdings
$84.19M
Investment
$79.55M
-$2.9M
Profit +$1.09M
Realized
-$7.55M
Unrealized
$4.65M
Dividends
$9.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$1.09M
Win %
54%
This Week
Compared To Last Week
Gain
8.02%
Profit
$6.25M
Win %
54%
This Month
Compared to last month
Gain
2.71%
Profit
$2.22M
Win %
54%
This Year
Compared to last year
Gain
27.16%
Profit
$17.98M
Win %
54%
SANW S&W Seed Company
+2,781.82%
+$21,980.84 
GULTU Gulf Coast Ultra Deep Royalty Trust
+2.56%
+$721.94 
SJT San Juan Basin Royalty Trust
+1.45%
+$2,594.84 
MRNA Moderna, Inc.
+1.08%
+$7,900 
SOLV Solventum Corporation
+0.77%
+$11,288 
PAA Plains All American Pipeline, L.P.
+0.61%
+$33,862.8 
PBT Permian Basin Royalty Trust
+0.41%
+$1,868.54 
NKE Nike, Inc. - Class B
+0.3%
+$220 
MG Mistras Group Inc
+0.24%
+$17,840.95 
BKFG Bkf Capital Group Inc.
0%
$0 
GLDD Great Lakes Dredge & Dock Corporation
0%
$0 
MSVB Mid-Southern Bancorp Inc.
0%
$0 6169
616962105
0%
$0 
HGTXU Hugoton Royalty Trust
-11.11%
-$1,904.4 
JBGS JBG Smith Properties
-3.63%
-$5,106 
GOOGL Alphabet Inc
-3.02%
-$63,690 
INTC Intel Corporation
-2.92%
-$242,630.5 
CDLR Cadeler A/S
-2.78%
-$59,818.21 
TPHS Trinity Place Holdings Inc.
-2.42%
-$6,826.09 
LAB Standard Biotools Inc.
-2.35%
-$14,137.76 
ATEX Anterix Inc.
-2.25%
-$401,835 
EL The Estée Lauder Companies Inc. Class A
-2.22%
-$4,460 
PDYN Palladyne AI Corp
-2.2%
-$10,012.61 
AMZN Amazon.com Inc
-1.95%
-$49,800 
MU Micron Technology, Inc.
-1.85%
-$40,670.06 
QXO Qxo Inc.
-1.53%
-$320,021.91 
HP Helmerich & Payne Inc.
-0.19%
-$3,750 
IFF International Flavors & Fragrances Inc.
-0.19%
-$240 
FMBL Farmers & Merchants Bank of Long Beach
-0.09%
-$1,827 
DIS The Walt Disney Company
-0.03%
-$90 Events
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Dividends
Dividend Analysis
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| Trades 318 | Longs Won 147/318 46% | Profit Factor 0.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.4M |
| Average Win $561,939.93 | Best Trade (Aug 27) $11.15M | Sharpe Ratio -85.2 |
| Average Loss -$500,052.85 | Worst Trade (Aug 14) -$13.55M | Z-Score -1.65 (91.03%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3d | Expectancy -$9,131.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 601.74% | 350.58% | 255.59% | 204.25% | 171.64% | 148.91% | 132.05% | 119% | 108.56% |
| Consecutive Losing Trades | 168 | 152 | 135 | 118 | 101 | 84 | 67 | 51 | 34 | 17 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6169 616962105 | 115,000 | $10,666.15 | $10,429.59 | - | -$236.56 | -2.22% | 0.0 |
| AMZN Amazon.com Inc | 10,000 | $1.06M | $2.5M | - | $1.44M | 135.38% | -1.953% |
| ATEX Anterix Inc. | 210,000 | $8.62M | $17.5M | - | $8.87M | 102.89% | -2.245% |
| BKFG Bkf Capital Group Inc. | 29,380 | $411,320 | $2.76M | - | $2.35M | 571.43% | 0.0 |
| CDLR Cadeler A/S | 84,251 | $2.13M | $2.09M | - | -$37,910.87 | -1.78% | -2.782% |
| DIS The Walt Disney Company | 3,000 | $297,810 | $311,370 | - | $13,560 | 4.55% | -0.029% |
| EL The Estée Lauder Companies Inc. Class A | 2,000 | $149,960 | $196,120 | - | $46,160 | 30.78% | -2.224% |
| FMBL Farmers & Merchants Bank of Long Beach | 203 | $1.55M | $2M | - | $455,532 | 29.43% | -0.091% |
| GLDD Great Lakes Dredge & Dock Corporation | 253,525 | $1.38M | $4.31M | - | $2.93M | 212.23% | 0.0 |
| GOOGL Alphabet Inc | 6,000 | $653,760 | $2.04M | - | $1.39M | 212.54% | -3.023% |
| GULTU Gulf Coast Ultra Deep Royalty Trust | 721,942 | $32,487.39 | $28,877.68 | - | -$3,609.71 | -11.11% | +2.564% |
| HGTXU Hugoton Royalty Trust | 190,440 | $325,652.4 | $15,235.2 | - | -$310,417.2 | -95.32% | -11.111% |
| HP Helmerich & Payne Inc. | 50,000 | $2.15M | $1.99M | - | -$167,250 | -7.77% | -0.188% |
| IFF International Flavors & Fragrances Inc. | 1,500 | $126,825 | $128,445 | - | $1,620 | 1.28% | -0.187% |
| INTC Intel Corporation | 67,025 | $2.51M | $8.06M | - | $5.55M | 221.41% | -2.923% |
| JBGS JBG Smith Properties | 12,765 | $223,132.2 | $135,436.65 | - | -$87,695.55 | -39.3% | -3.633% |
| LAB Standard Biotools Inc. | 803,282 | $932,097.16 | $588,163.08 | - | -$343,934.08 | -36.9% | -2.347% |
| MG Mistras Group Inc | 356,819 | $1.77M | $7.46M | - | $5.7M | 321.9% | +0.24% |
| MRNA Moderna, Inc. | 4,000 | $307,050 | $738,140 | - | $431,090 | 140.4% | +1.082% |
| MSVB Mid-Southern Bancorp Inc. | 169,485 | $2,307 | $2,307 | - | - | - | 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 Timothy E. Ladin?
The largest contributions to the portfolio's profits come from the following stocks: First Citizens BancShares, Inc - $5.78M, Mistras Group Inc - $4.83M, Brinker International Inc - $4.79M, The Bancorp, Inc - $3.65M, and Renaissancere Holdings Ltd - $3.54M. 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: Intel Corporation - $10.42M, Popular Inc - $5.19M, Bcb Bancorp Inc - $3.63M, Amerant Bancorp Inc - $3.2M, and Anterix Inc - $2.25M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy E. Ladin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.55M earned over time. The largest contributors to dividend income include Intel Corporation - $1.1M, Plains All American Pipeline, L.P - $1.07M, Bcb Bancorp Inc - $608,295.36, Chord Energy Corp - $528,125, and Popular Inc - $525,272.55. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy E. Ladin's monthly returns?
Timothy E. Ladin's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Timothy E. Ladin's strategy be considered aggressive or moderate?
Timothy E. Ladin'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 Timothy E. Ladin's strategy?
Timothy E. Ladin'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.
