Keith Henderson Portfolio
Invests via CULTIVAR CAPITAL, INC. | Managed by Keith Henderson, Thomas Muir
Invests via CULTIVAR CAPITAL, INC.
Managed by Keith Henderson, Thomas Muir
Automatically Tracked
Keith Henderson Profile
Veteran private equity and real assets investor focused on mid-market operational turnarounds and infrastructure allocations. Keith Henderson brings more than twenty years of experience across private equity, infrastructure and real estate investments, with operational oversight of portfolio companies and experience in deal sourcing, capital formation and LP relationships. Prior roles combine operating executive responsibilities and fund leadership. Market-facing profile emphasizes value creation, exit execution and disciplined risk-adjusted returns.
Veteran private equity and real assets investor focused on mid-market operational turnarounds and infrastructure allocations. Keith Henderson brings more than twenty years of experience across private equity, infrastructure and real estate investments, with operational oversight of portfolio companies and experience in deal sourcing, capital formation and LP relationships. Prior roles combine operating executive responsibilities and fund leadership. Market-facing profile emphasizes value creation, exit execution and disciplined risk-adjusted returns.
Investment Philosophy & Strategy
Focuses on mid-market private equity and real assets with an operationally driven, value‑creation approach that prioritizes control or influence investments in turnarounds and infrastructure assets. Capital is allocated to asset-backed, cash-flowing businesses where hands-on operational improvement, disciplined leverage and staged governance reduce execution risk. Investment horizon is multi-year with exit planning embedded from day one; portfolio construction favors sector expertise in infrastructure, real estate and industrials, opportunistic buy‑and‑builds, and measurable, risk‑adjusted return targets.
Focuses on mid-market private equity and real assets with an operationally driven, value‑creation approach that prioritizes control or influence investments in turnarounds and infrastructure assets. Capital is allocated to asset-backed, cash-flowing businesses where hands-on operational improvement, disciplined leverage and staged governance reduce execution risk. Investment horizon is multi-year with exit planning embedded from day one; portfolio construction favors sector expertise in infrastructure, real estate and industrials, opportunistic buy‑and‑builds, and measurable, risk‑adjusted return targets.
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:
11.3%
Gain
Monthly
0.35%
Yearly
4.31%
Drawdown
15.07%
$155.48M
Equity
Holdings
$155.48M
Investment
$142.39M
$25.95M
Profit +$57,662.28
Realized
$12.86M
Unrealized
$13.09M
Dividends
$6.72M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$57,662.28
Win %
71%
This Week
Compared To Last Week
Gain
0.17%
Profit
$266,979.68
Win %
71%
This Month
Compared to last month
Gain
0.32%
Profit
$491,438.3
Win %
71%
This Year
Compared to last year
Gain
0.13%
Profit
$199,860.18
Win %
73%
VLO Valero Energy Corporation
+3.33%
+$11,948.45 
ABBV AbbVie Inc.
+3.17%
+$17,662.68 
PB Prosperity Bancshares Inc.
+2.95%
+$18,410.42 
GBCI Glacier Bancorp Inc.
+2.8%
+$16,589.33 
WY Weyerhaeuser Company
+2.7%
+$396,866.57 
KO The Coca-Cola Company
+2.33%
+$12,522.12 
GSK GSK plc Sponsored ADR
+2.29%
+$7,444.62 
PRU Prudential Financial, Inc.
+2.06%
+$5,086.02 
OKE ONEOK, Inc.
+2.05%
+$10,817.95 
DE Deere & Company
+1.57%
+$3,692.01 
USB U.S. Bancorp
+1.36%
+$7,481.25 
PFE Pfizer Inc.
+1.33%
+$2,776.29 
DUK Duke Energy Corporation
+1.23%
+$3,443.45 
XLE Energy Select Sector SPDR Fund
+1.22%
+$3,056.7 
IBM International Business Machines Corporation
+1.21%
+$15,458.16 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.16%
+$10,522.95 
JNJ Johnson & Johnson
+1.05%
+$12,390.5 
SO The Southern Company
+1.04%
+$2,990.46 
AAPL Apple Inc.
+0.97%
+$7,848.92 
WMB The Williams Companies, Inc.
+0.54%
+$3,244.4 
LUV Southwest Airlines Co.
+0.47%
+$1,451.3 
CVAR Cultivar ETF
+0.3%
+$119,794.36 
NEE NextEra Energy, Inc.
+0.1%
+$216.45 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$56.55 
IWM iShares Russell 2000 ETF
+0.01%
+$49.35 
GE General Electric Company
-5.19%
-$44,702.38 
TXN Texas Instruments Inc
-4.08%
-$20,499.72 
GDX VanEck Gold Miners ETF
-3.56%
-$245,144.59 
CSCO Cisco Systems, Inc.
-3.35%
-$7,910.1 
GEV GE Vernova Inc.
-2.82%
-$17,790.5 
TSLA Tesla, Inc.
-1.47%
-$3,346.62 
RTX RTX Corporation
-1.08%
-$2,540.45 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.92%
-$78,897.26 
JPM JPMorgan Chase & Co.
-0.54%
-$7,557.23 
HAP VanEck Natural Resources ETF
-0.34%
-$33,621.84 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$35,829.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$382.5 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$303.98 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$11,445.52 
CAOS Alpha Architect Tail Risk ETF
-0.02%
-$3,335.2 Events
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Dividends
Dividend Analysis
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| Trades 395 | Longs Won 161/395 40% | Profit Factor 5.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $494,716.92 |
| Average Win $199,736.42 | Best Trade (Mar 31) $4.91M | Sharpe Ratio -11.15 |
| Average Loss -$26,536.79 | Worst Trade (Jul 10) -$3.73M | Z-Score -7.64 (100%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $65,691.02 |
| 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% | <0.01% | 0.02% |
| Consecutive Losing Trades | 5,848 | 5,263 | 4,678 | 4,094 | 3,509 | 2,924 | 2,339 | 1,754 | 1,170 | 585 |
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Returns
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