WM
Wesley McDowell Portfolio
Invests via Meros Investment Management LP | Managed by Timothy Chatard, Kevin Carrington
Invests via Meros Investment Management LP
Managed by Timothy Chatard, Kevin Carrington
Automatically Tracked
Wesley McDowell Profile
With a robust foundation in corporate leadership, Wesley McDowell has distinguished himself through transformative roles across diverse industries. His career spans significant operating positions where he has spearheaded innovative growth strategies and operational enhancements. Renowned for his ability to streamline processes and foster organizational excellence, McDowell is instrumental in navigating complex market challenges while optimizing profitability. As a proactive change agent, he excels in fostering cross-functional collaboration to drive success within organizations. His insightful understanding of market dynamics underpins his impactful decisions, making him a pivotal figure for businesses seeking sustainable growth and strategic evolution.
With a robust foundation in corporate leadership, Wesley McDowell has distinguished himself through transformative roles across diverse industries. His career spans significant operating positions where he has spearheaded innovative growth strategies and operational enhancements. Renowned for his ability to streamline processes and foster organizational excellence, McDowell is instrumental in navigating complex market challenges while optimizing profitability. As a proactive change agent, he excels in fostering cross-functional collaboration to drive success within organizations. His insightful understanding of market dynamics underpins his impactful decisions, making him a pivotal figure for businesses seeking sustainable growth and strategic evolution.
Investment Philosophy & Strategy
Growth opportunities are paramount for Wesley McDowell, whose extensive background in corporate leadership empowers him to navigate competitive landscapes adeptly. His strategic mindset is reflected in his focus on innovative growth pathways and operational efficiency, making him an asset to businesses aiming for scalable success. By leveraging his profound understanding of market dynamics, he identifies value-creating prospects while optimizing resource deployment. A change agent at heart, he cultivates collaborative environments that enhance decision-making processes and drive organizational transformation.
Growth opportunities are paramount for Wesley McDowell, whose extensive background in corporate leadership empowers him to navigate competitive landscapes adeptly. His strategic mindset is reflected in his focus on innovative growth pathways and operational efficiency, making him an asset to businesses aiming for scalable success. By leveraging his profound understanding of market dynamics, he identifies value-creating prospects while optimizing resource deployment. A change agent at heart, he cultivates collaborative environments that enhance decision-making processes and drive organizational transformation.
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:
19.17%
Gain -1.2%
Monthly
0.15%
Yearly
1.86%
Drawdown
43.86%
$263.07M
Equity
Holdings
$263.07M
Investment
$226.67M
$24.01M
Profit -$2.46M
Realized
-$12.39M
Unrealized
$36.4M
Dividends
$9.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.2%
Profit
-$2.46M
Win %
59%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$314,128.66
Win %
59%
This Month
Compared to last month
Gain
-1.61%
Profit
-$4.29M
Win %
59%
This Year
Compared to last year
Gain
27.93%
Profit
$57.43M
Win %
59%
OWLTW Owlet Inc. Warrant
+2,879.98%
+$1,979.22 
VSCO Victoria's Secret & Co.
+6.85%
+$51,955.38 
SRTS Sensus Healthcare Inc.
+4.3%
+$19,814.34 
SCVL Shoe Carnival Inc.
+2.28%
+$139,616.4 
WTTR Select Water Solutions Inc.
+2.21%
+$411,265.35 
AMPL Amplitude, Inc.
+1.93%
+$215,307.81 
DAVE Dave Inc. Class A Common Stock
+1.6%
+$25,040.86 
BJRI BJ's Restaurants, Inc.
+1.21%
+$39,935 
MDXG MiMedx Group, Inc.
+0.81%
+$38,255.98 
WERN Werner Enterprises Inc.
+0.75%
+$44,904.17 
BBW Build-A-Bear Workshop Inc.
+0.67%
+$34,988.98 
AP Ampco-Pittsburgh Corporation
+0.52%
+$8,594 
MGNI Magnite, Inc.
+0.32%
+$59,541.06 
PLAB Photronics Inc.
+0.31%
+$3,381.03 
INFU InfuSystem Holdings Inc.
+0.17%
+$7,041.12 
COHU Cohu Inc.
+0.12%
+$16,557.48 
DCO Ducommun Inc.
+0.08%
+$16,668.58 
AZTA Azenta, Inc.
+0.08%
+$4,913.14 
CODA Coda Octopus Group Inc.
+0.05%
+$121.55 
HSC Harsco Corporation
0%
$0 
THR Thermon Group Holdings, Inc.
0%
$0 
KRUS Kura Sushi USA Inc.
-5.99%
-$253,439.42 
BXC Bluelinx Holdings Inc.
-5.42%
-$230,134.25 
CYRX Cryoport Inc.
-4.91%
-$493,349.13 
MASS 908 Devices Inc.
-4.49%
-$119,373.54 
PACK Ranpak Holdings Corp.
-3.38%
-$227,122.47 
BVS Bioventus Inc. Class A
-3.07%
-$76,856.4 
HBIO Harvard Bioscience, Inc.
-3.05%
-$22,519.18 
TGEN Tecogen Inc.
-2.96%
-$30,629.03 
TILE Interface Inc.
-2.9%
-$162,209.28 
CBRL Cracker Barrel Old Country Store, Inc.
-2.29%
-$79,625 
INDI Indie Semiconductor, Inc.
-2.22%
-$174,627.57 
SVV Savers Value Village Inc.
-2.21%
-$34,059.52 
PPIH Perma-Pipe International Holdings Inc.
-1.81%
-$28,657.08 
TWIN Twin Disc Inc.
-1.33%
-$17,387.7 
ARHS Arhaus, Inc.
-1.3%
-$119,547.3 
AIV Apartment Investment and Management Company
-1.28%
-$33,884.34 
PSIX Power Solutions International, Inc.
-1.14%
-$13,546.77 
OPRT Oportun Financial Corp.
-0.92%
-$39,951.18 
WEAV Weave Communications Inc.
-0.9%
-$49,101.26 
WNC Wabash National Corporation
-0.89%
-$65,764.44 
KRMD Koru Medical Systems Inc.
-0.85%
-$26,615.78 
PHR Phreesia Inc.
-0.75%
-$49,259.2 
NTIC Northern Technologies International Corporation
-0.49%
-$8,250.36 
SEI Solaris Energy Infrastructure Inc.
-0.45%
-$38,818.17 
INMD InMode Ltd.
-0.42%
-$14,694.23 
RCMT RCM Technologies, Inc.
-0.33%
-$5,771.34 
AEBI Aebi Schmidt Holding AG
-0.23%
-$4,122.27 
HURC Hurco Companies, Inc.
-0.23%
-$10,576.95 
MLAB Mesa Laboratories Inc.
-0.18%
-$12,245.76 
SLP Simulations Plus, Inc.
-0.03%
-$2,500.09 
MBUU Malibu Boats Inc.
-0.02%
-$1,075.97 Events
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Dividends
Dividend Analysis
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| Trades 718 | Longs Won 339/718 47% | Profit Factor 1.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $757,192.15 |
| Average Win $404,158.83 | Best Trade (Jul 22) $7.5M | Sharpe Ratio -53.76 |
| Average Loss -$298,159.34 | Worst Trade (Jul 23) -$4.02M | Z-Score 0.27 (21.34%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 5d | Expectancy $33,436.1 |
| 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% | 0.11% | 3.97% |
| Consecutive Losing Trades | 883 | 794 | 706 | 618 | 530 | 441 | 353 | 265 | 177 | 88 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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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 Wesley McDowell?
The largest contributions to the portfolio's profits come from the following stocks: Solaris Energy Infrastructure Inc - $9.32M, Photronics Inc - $7.92M, Interface Inc - $6.3M, Ducommun Inc - $4.73M, and Shoe Carnival Inc - $4.6M. 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: Cerence Inc - $10.34M, Inogen Inc - $6.34M, Columbus McKinnon Corporation - $5.46M, Outbrain Inc - $4.53M, and Tilly's Inc - $3.77M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wesley McDowell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.71M earned over time. The largest contributors to dividend income include Berry Corporation - $2.08M, Apartment Investment and Management Company - $1.84M, Plymouth Industrial REIT Inc - $1.17M, Select Water Solutions Inc - $659,183.54, and Wabash National Corporation - $629,517.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wesley McDowell's monthly returns?
Wesley McDowell'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 Wesley McDowell's strategy be considered aggressive or moderate?
Wesley McDowell'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 Wesley McDowell's strategy?
Wesley McDowell'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.
