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

Tracking: 0 Updated: 13 minutes ago

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.

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.

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:

23.87%

Gain +7.21%

Monthly

0.19%

Yearly

2.32%

Drawdown

42.65%

$253.39M

Equity

Holdings

$253.39M

Investment

$215.85M

$29.51M

Profit +$16.35M

Realized

-$8.03M

Unrealized

$37.54M

Dividends

$7.61M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

7.21%

Profit

$16.35M

Win %

53%

This Week

Compared To Last Week

Gain

6.73%

Profit

$15.98M

Win %

53%

This Month

Compared to last month

Gain

11.23%

Profit

$25.59M

Win %

53%

This Year

Compared to last year

Gain

9.97%

Profit

$23.75M

Win %

54%

Gainers
Losers

DAVE Dave Inc.

+7.66%

+$78,257.14

SEI Solaris Energy Infrastructure Inc.

+5.49%

+$583,709.97

PPIH Perma-Pipe International Holdings Inc.

+5.4%

+$85,348.26

COHU Cohu Inc.

+4.43%

+$750,606.59

MASS 908 Devices Inc.

+4.23%

+$126,608.3

ARHS Arhaus, Inc.

+3.9%

+$334,732.44

MGNI Magnite, Inc.

+3.08%

+$496,175.5

PLAB Photronics Inc.

+3.02%

+$36,064.32

KRUS Kura Sushi USA Inc.

+2.71%

+$120,599.08

MDXG MiMedx Group, Inc.

+2.22%

+$87,442.24

SVV Savers Value Village Inc.

+1.5%

+$23,222.4

CYRX Cryoport Inc.

+1.44%

+$127,905.33

BBW Build-A-Bear Workshop Inc.

+1.18%

+$57,807.88

RCMT RCM Technologies, Inc.

+1.09%

+$17,955.28

BVS Bioventus Inc.

+1.06%

+$18,694.8

PHR Phreesia Inc.

+0.99%

+$55,416.6

INMD InMode Ltd.

+0.89%

+$27,127.8

BXC Bluelinx Holdings Inc.

+0.8%

+$30,918.8

AP Ampco-Pittsburgh Corporation

+0.76%

+$19,336.5

HURC Hurco Companies, Inc.

+0.74%

+$33,846.24

INDI Indie Semiconductor, Inc.

+0.73%

+$61,633.26

VSXY Victoria's Secret & Co.

+0.69%

+$5,027.94

DCO Ducommun Inc.

+0.43%

+$91,030.38

SLP Simulations Plus, Inc.

+0.31%

+$25,000.85

OWLT Owlet Inc.

+0.21%

+$1,374.47

AIV

BRKS Brooks Automation Inc

HSC Harsco Corporation

PACK

SRTS Sensus Healthcare Inc.

CODA Coda Octopus Group Inc.

-14.56%

-$38,652.9

THR Thermon Group Holdings, Inc.

-8.49%

-$1.37M

CBRL Cracker Barrel Old Country Store, Inc.

-6.85%

-$208,000

INFU InfuSystem Holdings Inc.

-3.72%

-$159,598.72

KRMD Koru Medical Systems Inc.

-3.25%

-$98,858.63

PSIX Power Solutions International, Inc.

-3.14%

-$50,260.48

SCVL Shoe Carnival Inc.

-2.99%

-$220,001.6

WNC Wabash National Corporation

-2.58%

-$137,009.25

WTTR Select Water Solutions Inc.

-2.25%

-$388,417.28

WERN Werner Enterprises Inc.

-2.02%

-$115,839.73

BJRI BJ's Restaurants, Inc.

-1.92%

-$49,490

TILE Interface Inc.

-1.63%

-$87,863.36

HBIO Harvard Bioscience, Inc.

-1.48%

-$10,666.98

WEAV Weave Communications Inc.

-1.45%

-$60,432.32

MLAB Mesa Laboratories Inc.

-1.33%

-$95,244.66

AEBI Aebi Schmidt Holding AG

-1.14%

-$19,237.26

TGEN Tecogen Inc.

-0.87%

-$14,585.25

OPRT Oportun Financial Corp.

-0.76%

-$29,055.4

AMPL Amplitude, Inc.

-0.73%

-$58,191.3

MBUU Malibu Boats Inc.

-0.68%

-$40,886.86

NTIC Northern Technologies International Corporation

-0.37%

-$6,187.77

TWIN Twin Disc Inc.

-0.05%

-$579.59

Events

Dividends

Dividend Analysis

No Data

Trades 718	Longs Won 327/718 45%	Profit Factor 1.27
Profitability	Shorts Won 0/0 0%	Standard Deviation $764,345.02
Average Win $419,802.03	Best Trade (Jun 16) $6.91M	Sharpe Ratio -9.71
Average Loss -$275,617.05	Worst Trade (Jun 14) -$4.28M	Z-Score -1.55 (88.64%)
Commissions $0	Avg. Trade Length 1y 6m 2w 1d	Expectancy $41,098.88

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%	0.04%	2.36%
Consecutive Losing Trades	919	827	735	643	551	460	368	276	184	92