JRP
Jay R. Petschek Portfolio
Invests via Corsair Capital Management LP | Managed by Jay R. Petschek
Invests via Corsair Capital Management LP
Managed by Jay R. Petschek
Automatically Tracked
Jay R. Petschek Profile
With a distinguished career in corporate finance, Jay R. Petschek has garnered significant expertise as an operating executive. He plays a pivotal role in guiding organizational strategy and financial operations within complex business environments. His background includes extensive leadership positions across various sectors, where he has successfully navigated growth initiatives and operational efficiencies. By leveraging his strong analytical skills and market insights, he fosters innovation and promotes sustainable business practices. Known for his strategic vision, Petschek's impact on enhancing profitability while driving shareholder value is widely recognized.
With a distinguished career in corporate finance, Jay R. Petschek has garnered significant expertise as an operating executive. He plays a pivotal role in guiding organizational strategy and financial operations within complex business environments. His background includes extensive leadership positions across various sectors, where he has successfully navigated growth initiatives and operational efficiencies. By leveraging his strong analytical skills and market insights, he fosters innovation and promotes sustainable business practices. Known for his strategic vision, Petschek's impact on enhancing profitability while driving shareholder value is widely recognized.
Investment Philosophy & Strategy
Opportunities in the market drive investment choices for Jay R. Petschek, emphasizing a contrarian philosophy that seeks value amid prevailing trends. His extensive experience as an operating executive shapes decision-making processes, favoring investments where transformative potential aligns with strategic insights. By embracing innovative practices and challenging conventional wisdom, he navigates complex business landscapes to identify underappreciated assets primed for growth. With a keen eye for operational efficiency, his approach often leads to enhanced organizational performance and long-term viability across diverse sectors.
Opportunities in the market drive investment choices for Jay R. Petschek, emphasizing a contrarian philosophy that seeks value amid prevailing trends. His extensive experience as an operating executive shapes decision-making processes, favoring investments where transformative potential aligns with strategic insights. By embracing innovative practices and challenging conventional wisdom, he navigates complex business landscapes to identify underappreciated assets primed for growth. With a keen eye for operational efficiency, his approach often leads to enhanced organizational performance and long-term viability across diverse sectors.
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:
104.43%
Gain +4.91%
Monthly
-0.16%
Yearly
-1.92%
Drawdown
83.49%
$696.62M
Equity
Holdings
$696.62M
Investment
$402.86M
-$3.38B
Profit +$34.88M
Realized
-$3.67B
Unrealized
$293.76M
Dividends
$1.9B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
4.91%
Profit
$34.88M
Win %
77%
This Week
Compared To Last Week
Gain
5.6%
Profit
$36.94M
Win %
77%
This Month
Compared to last month
Gain
5.6%
Profit
$36.94M
Win %
77%
This Year
Compared to last year
Gain
3.59%
Profit
$24.12M
Win %
74%
OWLTW Owlet Inc. Warrant
+300%
+$39.58 
WLAC Willow Lane Acquisition Corp.
+18.69%
+$51,198.96 
IREN IREN Limited
+9.54%
+$417,408.92 
RMTI Rockwell Medical, Inc.
+8.66%
+$2,652.5 
CIFR Cipher Mining Inc.
+8.26%
+$96,939.75 
LITE Lumentum Holdings Inc.
+6.03%
+$22,075 
CRDO Credo Technology Group Holding Ltd.
+4.78%
+$48,450 
JOE The St. Joe Company
+4.66%
+$56,511.3 
MU Micron Technology, Inc.
+3.68%
+$312,631.26 
SIF Sifco Industries Inc.
+3.64%
+$12,859.24 
ALTO Alto Ingredients Inc.
+3.6%
+$54,642 
VRT Vertiv Holdings Co
+3.35%
+$5.6M 
PSIX Power Solutions International, Inc.
+3.29%
+$6,605.81 
VPG Vishay Precision Group Inc.
+3.21%
+$100,136.46 
CLS Celestica Inc.
+2.99%
+$18,020.02 
INTC Intel Corporation
+2.97%
+$19,786.3 
EVC Entravision Communications Corporation
+2.9%
+$67,116.24 
GPN Global Payments Inc.
+2.85%
+$17,760 
SHMD Schmid Group N.V.
+2.82%
+$3,360 
MRVL Marvell Technology, Inc.
+2.81%
+$13,296.24 
CNVS Cineverse Corp.
+2.8%
+$78,375.5 
AER AerCap Holdings N.V.
+2.78%
+$32,440.08 
AAOI Applied Optoelectronics, Inc.
+2.5%
+$20,480 
MAIA Maia Biotechnology Inc.
+2.31%
+$3,000 
NN NextNav Inc.
+2.11%
+$5,442.25 
GOOGL Alphabet Inc
+2.1%
+$286,926 
NATH Nathan's Famous Inc.
+1.78%
+$8,115.66 
LGCY Legacy Education Inc.
+1.73%
+$6,287.19 
IOVA Iovance Biotherapeutics, Inc.
+1.6%
+$28,000 
AQST Aquestive Therapeutics Inc.
+1.46%
+$4,200 
BELFB Bel Fuse Inc.
+1.43%
+$28,067.92 
NVDA NVIDIA Corporation
+1.42%
+$14,352.82 
TGEN Tecogen Inc.
+1.41%
+$2,750.85 
VVX V2X Inc.
+1.37%
+$18,720 
TK Teekay Corporation Ltd.
+1.27%
+$6,576.52 
VISN Vistance Networks, Inc.
+1.24%
+$16,500 
LQDA Liquidia Corporation
+1.1%
+$13,200 
MSGS Madison Square Garden Sports Corp.
+1.09%
+$10,049.93 
MPTI M-tron Industries, Inc.
+1.07%
+$4,645.35 
QQQ Invesco QQQ Trust, Series 1
+1.06%
+$98,330.54 
BW Babcock & Wilcox Enterprises, Inc.
+1.01%
+$5,000 
IWP iShares Russell Mid-Cap Growth ETF
+0.98%
+$10,574.55 
AMZN Amazon.com Inc
+0.95%
+$14,162.36 
HALO Halozyme Therapeutics Inc.
+0.93%
+$7,200 
RTX RTX Corporation
+0.85%
+$5,603.4 
DAC Danaos Corporation
+0.85%
+$13,483.07 
SUNS Sunrise Realty Trust Inc.
+0.84%
+$3,549.28 
IRDM Iridium Communications Inc.
+0.83%
+$7,800 
RHLD Resolute Holdings Management Inc.
+0.83%
+$287,591.01 
MS Morgan Stanley
+0.83%
+$13,949.77 
HROW Harrow Inc.
+0.79%
+$7,030 
JAKK Jakks Pacific Inc.
+0.78%
+$4,554.3 
FPH Five Point Holdings LLC
+0.76%
+$4,202.56 
CHCI Comstock Holding Companies, Inc.
+0.76%
+$5,908.32 
WLFC Willis Lease Finance Corporation
+0.73%
+$75,608.4 
KMI Kinder Morgan, Inc.
+0.73%
+$2,776.76 
TPB Turning Point Brands Inc.
+0.66%
+$12,800.7 
LMB Limbach Holdings Inc.
+0.66%
+$149,444.64 
IWO iShares Russell 2000 Growth ETF
+0.65%
+$20,870.64 
MHO M/I Homes Inc.
+0.61%
+$3,974.88 
CODA Coda Octopus Group Inc.
+0.6%
+$866.28 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$169,469.31 
ONIT Onity Group Inc.
+0.59%
+$2,880.72 
SPXC Spx Technologies Inc.
+0.55%
+$112,799.61 
IGIC International General Insurance Holdings Ltd.
+0.54%
+$2,177.55 
LAUR Laureate Education Inc.
+0.52%
+$347,850.1 
MDY SPDR S&P MidCap 400 ETF Trust
+0.51%
+$2,077.56 
SPCB SuperCom Ltd.
+0.47%
+$6,798.55 
APO Apollo Global Management, Inc.
+0.44%
+$6,736.8 
AM Antero Midstream Corporation
+0.35%
+$3,360.32 
NLOP Net Lease Office Properties.
+0.34%
+$772.68 
MIR Mirion Technologies, Inc.
+0.31%
+$49,120.95 
NRXS Neuraxis Inc.
+0.3%
+$200 
COF Capital One Financial Corporation
+0.27%
+$2,839.17 
GFF Griffon Corporation
+0.25%
+$1,046.27 
CHDN Churchill Downs Incorporated
+0.14%
+$2,199.96 
ELMD Electromed Inc.
+0.12%
+$1,278.7 
PPIH Perma-Pipe International Holdings Inc.
+0.12%
+$251.31 
VLO Valero Energy Corporation
+0.11%
+$350 
VOYA Voya Financial Inc.
+0.08%
+$2,386.96 
ECPG Encore Capital Group Inc.
+0.07%
+$314.82 
GNW Genworth Financial Inc.
+0.03%
+$120.13 
BN Brookfield Corporation
+0.01%
+$75 
ASRT Assertio Holdings Inc.
0%
$0 
GLNG Golar LNG Ltd.
0%
$0 
LWAY Lifeway Foods Inc.
0%
$0 
MRX
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$568,260 
YNDX Yandex NV
-66.91%
-$1.1M 
AMPG Amplitech Group Inc.
-4.14%
-$19,173.55 
RDDT Reddit Inc Class A
-2.94%
-$26,625 
ALIT Alight Inc.
-2.85%
-$117,824.83 
IQV IQVIA Holdings Inc.
-2.38%
-$14,479.56 
PESI Perma-Fix Environmental Services Inc.
-1.98%
-$12,988.91 
MNY MoneyHero Ltd.
-1.96%
-$3,892.53 
GLRE Greenlight Capital Re, Ltd.
-1.58%
-$9,609.57 
ILPT Industrial Logistics Properties Trust
-1.41%
-$15,818.62 
PAR Par Technology Corporation
-1.4%
-$2,290 
FEIM Frequency Electronics, Inc.
-1.37%
-$54,063 
TDY Teledyne Technologies Incorporated
-1.34%
-$8,500 
GDDY Godaddy Inc.
-1.22%
-$9,961.3 
FIP FTAI Infrastructure Inc.
-1.2%
-$100 
GPGI GPGI Inc
-1.17%
-$1.44M 
TECK Teck Resources Ltd.
-1.16%
-$6,712.96 
EXE Expand Energy Corporation
-1.08%
-$3,193.9 
OPY Oppenheimer Holdings Inc.
-0.98%
-$9,566.87 
BOF BranchOut Food Inc.
-0.97%
-$4,000 
RAVE Rave Restaurant Group Inc.
-0.91%
-$4,359.06 
NPK National Presto Industries Inc.
-0.91%
-$8,824.2 
AON Aon plc
-0.86%
-$127,120.17 
MSFT Microsoft Corp.
-0.81%
-$74,551.92 
UWMC UWM Holdings Corporation
-0.74%
-$1,725 
CACC Credit Acceptance Corporation
-0.74%
-$5,670 
SPGI S&P Global Inc.
-0.72%
-$21,153.96 
CVU CPI Aerostructures Inc.
-0.68%
-$300 
PUMP ProPetro Holding Corp.
-0.5%
-$3,250 
SATS EchoStar Corporation
-0.49%
-$1,800 
BGC BGC Group, Inc.
-0.49%
-$6,805.59 
KKR KKR & Co. Inc.
-0.44%
-$3,446.96 
CE Celanese Corporation
-0.39%
-$1,620 
GTX Garrett Motion Inc.
-0.36%
-$5,235.95 
ZD Ziff Davis, Inc.
-0.34%
-$8,325 
SDRL Seadrill Limited
-0.34%
-$1,740.43 
HBIO Harvard Bioscience, Inc.
-0.32%
-$2,496.2 
KLAR Klarna Group Plc
-0.32%
-$2,400 
HNRG Hallador Energy Company
-0.31%
-$2,046.35 
AAPL Apple Inc.
-0.28%
-$8,356.89 
PYPL PayPal Holdings Inc
-0.27%
-$1,500 
AMH American Homes 4 Rent
-0.26%
-$2,070 
LODE Comstock Inc.
-0.26%
-$5,251.18 
XLE Energy Select Sector SPDR Fund
-0.25%
-$967.44 
PDEX Pro-Dex Inc.
-0.23%
-$1,408.55 
CBL CBL & Associates Properties, Inc.
-0.2%
-$2,990.13 
VBNK VersaBank
-0.19%
-$980.44 
AIV Apartment Investment and Management Company
-0.18%
-$100 
ACTG Acacia Research Corporation
-0.18%
-$1,333.38 
TIPT Tiptree Inc.
-0.17%
-$1,152.75 
INVH Invitation Homes Inc.
-0.15%
-$1,170 
DLO DLocal Limited
-0.14%
-$960.3 
GBFH Gbank Financial Holdings Inc.
-0.13%
-$541.12 
APP AppLovin Corporation Class A Common Stock
-0.13%
-$324 
GLD SPDR Gold Shares
-0.11%
-$1,454.18 
OPFI OppFi Inc.
-0.11%
-$296.8 
MFIN Medallion Financial Corp.
-0.1%
-$578.49 
CNX CNX Resources Corporation
-0.09%
-$657.96 
OFLX Omega Flex, Inc.
-0.07%
-$555.84 
PBI Pitney Bowes Inc.
-0.05%
-$434.95 
APG Api Group Corporation
-0.05%
-$14,172.6 
MOS Mosaic Company
-0.04%
-$120 
BRK-B Berkshire Hathaway Inc.
-0.04%
-$4,417.6 
UNFI United Natural Foods Inc.
-0.04%
-$300 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 7166 | Longs Won 3920/7166 54% | Profit Factor 0.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $47.58M |
| Average Win $1.47M | Best Trade (Dec 31) $1.7B | Sharpe Ratio -6.32 |
| Average Loss -$2.78M | Worst Trade (Mar 31) -$1.68B | Z-Score -13.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1d | Expectancy -$471,035.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 250 | 225 | 200 | 175 | 150 | 125 | 100 | 75 | 50 | 25 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Jay R. Petschek?
The largest contributions to the portfolio's profits come from the following stocks: BDY - $2.48B, Citigroup Inc - $1.14B, ANRZQ - $749.87M, MT - $306.04M, and DryShips Inc - $304.23M. 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: EYE - $2.95B, ACCL - $1.7B, UCAP - $1.63B, LyondellBasell Industries N.V - $1.43B, and The Bon-Ton Stores Inc - $35.39M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jay R. Petschek's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.9B earned over time. The largest contributors to dividend income include Citigroup Inc - $1.48B, DryShips Inc - $299.88M, LyondellBasell Industries N.V - $42.01M, Ryman Hospitality Properties, Inc - $9.44M, and The Bon-Ton Stores Inc - $6.68M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jay R. Petschek's monthly returns?
Jay R. Petschek'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 Jay R. Petschek's strategy be considered aggressive or moderate?
Jay R. Petschek'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 Jay R. Petschek's strategy?
Jay R. Petschek'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.
