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:
44.55%
Gain -0.48%
Monthly
0.17%
Yearly
2.03%
Drawdown
43.98%
$304.77M
Equity
Holdings
$304.77M
Investment
$249.06M
$28.68M
Profit -$900,766.27
Realized
-$27.03M
Unrealized
$55.71M
Dividends
$9.46M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$900,766.27
Win %
60%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$900,766.27
Win %
60%
This Month
Compared to last month
Gain
-0.3%
Profit
-$905,865.93
Win %
60%
This Year
Compared to last year
Gain
2.03%
Profit
$6.08M
Win %
58%
OWLTW Owlet Inc. Warrant
+1,900%
+$3,107.56 
CODA Coda Octopus Group Inc.
+8.26%
+$210,365.23 
AMPL Amplitude, Inc.
+7.89%
+$822,595.15 
HURC Hurco Companies, Inc.
+6.61%
+$304,297.92 
DAVE Dave Inc. Class A Common Stock
+4.62%
+$33,372 
AZTA Azenta, Inc.
+3.89%
+$264,517.2 
OPRT Oportun Financial Corp.
+2.95%
+$261,278.64 
CBRL Cracker Barrel Old Country Store, Inc.
+2.56%
+$202,248.42 
BJRI BJ's Restaurants, Inc.
+2.36%
+$205,898.11 
MASS 908 Devices Inc.
+2.33%
+$80,259.83 
CYRX Cryoport Inc.
+2.21%
+$255,996.65 
ATRC AtriCure, Inc.
+2.15%
+$198,900 
OPXS Optex Systems Holdings Inc.
+1.81%
+$17,632.72 
ARHS Arhaus, Inc.
+1.79%
+$243,682.36 
STAA Staar Surgical Company
+1.79%
+$26,364 
KRUS Kura Sushi USA Inc.
+1.4%
+$84,175.32 
INFU InfuSystem Holdings Inc.
+1.07%
+$60,961.42 
TATT Tat Technologies Ltd.
+1.07%
+$56,530.8 
TILE Interface Inc.
+0.89%
+$57,595.56 
SVV Savers Value Village Inc.
+0.77%
+$39,556.65 
MDXG MiMedx Group, Inc.
+0.77%
+$39,267.51 
MLAB Mesa Laboratories Inc.
+0.67%
+$55,049.22 
HBIO Harvard Bioscience, Inc.
+0.45%
+$6,569.41 
WEAV Weave Communications Inc.
+0.14%
+$5,548.36 
MGNI Magnite, Inc.
+0.06%
+$14,870.02 
BXC Bluelinx Holdings Inc.
+0.03%
+$2,179.53 
SLP Simulations Plus, Inc.
+0.03%
+$651.14 
VSCO Victoria's Secret & Co.
0%
$0 
AEBI Aebi Schmidt Holding AG
0%
$0 
HSC Harsco Corporation
0%
$0 
COHU Cohu Inc.
-12.07%
-$1.31M 
SEI Solaris Energy Infrastructure Inc.
-9.55%
-$764,002.96 
CECO CECO Environmental Corp.
-8.97%
-$478,503.98 
INDI Indie Semiconductor, Inc.
-7.16%
-$186,874.56 
PLAB Photronics Inc.
-5.56%
-$383,100.54 
PSIX Power Solutions International, Inc.
-5.05%
-$275,142.68 
AP Ampco-Pittsburgh Corporation
-3.88%
-$75,571.65 
DCO Ducommun Inc.
-3.23%
-$659,616.11 
PPIH Perma-Pipe International Holdings Inc.
-3.17%
-$129,281.85 
TWIN Twin Disc Inc.
-2.53%
-$49,833.74 
WTTR Select Water Solutions Inc.
-2.47%
-$465,620.82 
AIV Apartment Investment and Management Company
-1.87%
-$43,520.94 
TGEN Tecogen Inc.
-1.64%
-$17,674.35 
MBUU Malibu Boats Inc.
-1.34%
-$119,592.32 
KRMD Koru Medical Systems Inc.
-1.11%
-$26,588.24 
PACK Ranpak Holdings Corp.
-1.01%
-$28,710.56 
HCSG Healthcare Services Group Inc.
-0.18%
-$11,583.88 
RCMT RCM Technologies, Inc.
-0.16%
-$3,839.29 
WERN Werner Enterprises Inc.
-0.11%
-$11,390.71 
ALGT Allegiant Travel Company
-0.06%
-$3,496.4 Events
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Dividends
Dividend Analysis
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| Trades 768 | Longs Won 366/768 47% | Profit Factor 1.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $765,984.07 |
| Average Win $422,168.38 | Best Trade (Aug 15) $7.97M | Sharpe Ratio -42.86 |
| Average Loss -$313,026.49 | Worst Trade (Mar 31) -$3.82M | Z-Score -0.19 (15.24%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 1d | Expectancy $37,339.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.66% |
| Consecutive Losing Trades | 974 | 876 | 779 | 682 | 584 | 487 | 389 | 292 | 195 | 97 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AEBI Aebi Schmidt Holding AG | 451,816 | $5.65M | $5.45M | - | -$197,626.59 | -3.5% | 0.0 |
| AIV Apartment Investment and Management Company | 967,132 | $7.94M | $2.28M | - | -$5.66M | -71.31% | -1.875% |
| ALGT Allegiant Travel Company | 69,928 | $8.22M | $5.47M | - | -$2.75M | -33.49% | -0.064% |
| AMPL Amplitude, Inc. | 827,977 | $7.87M | $11.25M | - | $3.38M | 42.89% | +7.891% |
| AP Ampco-Pittsburgh Corporation | 239,910 | $1.66M | $1.87M | - | $206,029.05 | 12.38% | -3.884% |
| ARHS Arhaus, Inc. | 1.68M | $14.58M | $13.86M | - | -$727,695.95 | -4.99% | +1.79% |
| ATRC AtriCure, Inc. | 170,000 | $4.88M | $9.47M | - | $4.59M | 94.11% | +2.145% |
| AZTA Azenta, Inc. | 220,431 | $5.76M | $7.06M | - | $1.3M | 22.57% | +3.89% |
| BJRI BJ's Restaurants, Inc. | 143,493 | $6.88M | $8.93M | - | $2.05M | 29.74% | +2.361% |
| BXC Bluelinx Holdings Inc. | 87,181 | $7.34M | $6.96M | - | -$386,264.04 | -5.26% | +0.031% |
| CBRL Cracker Barrel Old Country Store, Inc. | 159,326 | $6.85M | $8.09M | - | $1.23M | 17.96% | +2.565% |
| CECO CECO Environmental Corp. | 68,066 | $6.13M | $4.85M | - | -$1.28M | -20.83% | -8.974% |
| CODA Coda Octopus Group Inc. | 254,310 | $2.42M | $2.76M | - | $342,548.43 | 14.18% | +8.255% |
| COHU Cohu Inc. | 190,686 | $3.88M | $9.57M | - | $5.69M | 146.9% | -12.071% |
| CYRX Cryoport Inc. | 743,312 | $7.89M | $11.81M | - | $3.92M | 49.73% | +2.215% |
| DAVE Dave Inc. Class A Common Stock | 2,060 | $170,279.6 | $755,834.6 | - | $585,555 | 343.88% | +4.619% |
| DCO Ducommun Inc. | 118,423 | $6.03M | $19.8M | - | $13.77M | 228.55% | -3.225% |
| HBIO Harvard Bioscience, Inc. | 182,992 | $3.29M | $1.48M | - | -$1.82M | -55.17% | +0.447% |
| HCSG Healthcare Services Group Inc. | 289,597 | $7.1M | $6.35M | - | -$741,368.32 | -10.45% | -0.182% |
| HSC Harsco Corporation | 288,617 | $2,641.44 | $2,222.35 | - | -$419.09 | -15.87% | 0.0 |
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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 - $10.99M, Photronics Inc - $7.92M, Interface Inc - $6.3M, Ducommun Inc - $5.86M, and Cohu Inc - $4.35M. 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, Phreesia Inc - $6.82M, Inogen Inc - $6.34M, Columbus McKinnon Corporation - $5.46M, and Outbrain Inc - $4.53M. 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 $9.46M earned over time. The largest contributors to dividend income include Berry Corporation - $2.09M, Apartment Investment and Management Company - $1.84M, Plymouth Industrial REIT Inc - $1.02M, Select Water Solutions Inc - $723,092.28, and Arhaus, Inc - $601,020.4. 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.
