Scott Ferguson Portfolio
Invests via Sachem Head Capital Management | Managed by Scott D. Ferguson
Invests via Sachem Head Capital Management
Managed by Scott D. Ferguson
Automatically Tracked
Scott Ferguson Profile
Drives value creation through operational leadership, strategic M&A and capital allocation for growth-oriented companies across energy, industrials and financial services. Scott Ferguson brings operating executive background and investment experience to board and C-suite roles, directing portfolio optimization, cost transformation and revenue expansion initiatives. He is active in arranging debt and equity financing, vendor restructurings and cross-border transactions, and frequently engages with institutional investors and lenders on exit planning and governance improvements.
Drives value creation through operational leadership, strategic M&A and capital allocation for growth-oriented companies across energy, industrials and financial services. Scott Ferguson brings operating executive background and investment experience to board and C-suite roles, directing portfolio optimization, cost transformation and revenue expansion initiatives. He is active in arranging debt and equity financing, vendor restructurings and cross-border transactions, and frequently engages with institutional investors and lenders on exit planning and governance improvements.
Investment Philosophy & Strategy
Prioritizes operationally-driven value creation through hands-on capital allocation, strategic M&A and active portfolio management, with sector emphasis on energy, industrials and financial services. Seeks control or board-level roles to execute cost transformation, revenue expansion and balance-sheet optimization, combining disciplined use of leverage with vendor restructurings and targeted growth financing. Investment decisions favor complex, cross-border situations where governance upgrades, exit planning and stakeholder coordination unlock asymmetric returns over a medium-term horizon. Risk management is pragmatic: preserve cash-flow, align incentives, and accelerate operational fixes to de‑risk realizations.
Prioritizes operationally-driven value creation through hands-on capital allocation, strategic M&A and active portfolio management, with sector emphasis on energy, industrials and financial services. Seeks control or board-level roles to execute cost transformation, revenue expansion and balance-sheet optimization, combining disciplined use of leverage with vendor restructurings and targeted growth financing. Investment decisions favor complex, cross-border situations where governance upgrades, exit planning and stakeholder coordination unlock asymmetric returns over a medium-term horizon. Risk management is pragmatic: preserve cash-flow, align incentives, and accelerate operational fixes to de‑risk realizations.
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:
51.88%
Gain -11.93%
Monthly
1.17%
Yearly
15.05%
Drawdown
38.34%
$3.47B
Equity
Holdings
$3.47B
Investment
$4.46B
$2.19B
Profit -$428.02M
Realized
$3.18B
Unrealized
-$983.78M
Dividends
$199.64M
Goals
Avg. 1.33% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 30% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-11.93%
Profit
-$428.02M
Win %
23%
This Week
Compared To Last Week
Gain
-15.3%
Profit
-$627.29M
Win %
23%
This Month
Compared to last month
Gain
-16.84%
Profit
-$703.17M
Win %
23%
This Year
Compared to last year
Gain
-28.77%
Profit
-$1.4B
Win %
48%
DKS Dick's Sporting Goods, Inc.
+2.46%
+$5.16M 
PRMB Primo Brands Corp. Common Stock
+2.21%
+$7.47M 
GLNG Golar LNG Ltd.
+0.22%
+$362,000 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$389.26M 
TWLO Twilio Inc.
-12.08%
-$20.48M 
RIOT Riot Platforms, Inc.
-10.83%
-$4.81M 
BTDR Bitdeer Technologies Group
-8.1%
-$6.55M 
GDS GDS Holdings Ltd. - ADR
-8.1%
-$17.8M 
STX Seagate Technology Holdings plc
-5.91%
-$19.27M 
FUN Six Flags Entertainment Corporation
-4.91%
-$2.11M 
MKSI MKS Instruments Inc.
-4.4%
-$8.17M 
BRKR Bruker Corporation
-3.64%
-$6M 
CVNA Carvana Co.
-2.52%
-$6.82M 
STM STMicroelectronics N.V.
-2.3%
-$2.35M 
GIL Gildan Activewear Inc.
-1.81%
-$2.77M 
SHC Sotera Health Company
-1.36%
-$3.81M 
RSP Invesco S&P 500 Equal Weight ETF
-0.77%
-$439,900 
PFGC Performance Food Group Co.
-0.34%
-$1.11M 
CELH Celsius Holdings Inc.
-0.21%
-$545,400 Events
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Dividends
Dividend Analysis
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| Trades 576 | Longs Won 307/576 53% | Profit Factor 1.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $39.2M |
| Average Win $17.41M | Best Trade (Sep 30) $322.87M | Sharpe Ratio -21.01 |
| Average Loss -$11.72M | Worst Trade (Dec 31) -$400.6M | Z-Score -5.97 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $3.81M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.22% | 2.19% | 16.48% |
| Consecutive Losing Trades | 296 | 267 | 237 | 208 | 178 | 148 | 119 | 89 | 59 | 30 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BRKR Bruker Corporation | 2.92M | $175.42M | $158.81M | - | -$16.62M | -9.47% | -3.643% |
| BTDR Bitdeer Technologies Group | 9.63M | $83.34M | $74.33M | - | -$9.01M | -10.81% | -8.1% |
| CELH Celsius Holdings Inc. | 9.09M | $266.16M | $255.43M | - | -$10.73M | -4.03% | -0.213% |
| CVNA Carvana Co. | 4.47M | $350.18M | $264.45M | - | -$85.73M | -24.48% | -2.516% |
| DKS Dick's Sporting Goods, Inc. | 1.49M | $303.65M | $215.01M | - | -$88.64M | -29.19% | +2.457% |
| FUN Six Flags Entertainment Corporation | 5.03M | $151.91M | $40.89M | - | -$111.01M | -73.08% | -4.912% |
| GDS GDS Holdings Ltd. - ADR | 8.69M | $261.56M | $202.1M | - | -$59.46M | -22.73% | -8.096% |
| GIL Gildan Activewear Inc. | 3.64M | $202.57M | $150.08M | - | -$52.49M | -25.91% | -1.81% |
| GLNG Golar LNG Ltd. | 3.62M | $180.42M | $163.08M | - | -$17.34M | -9.61% | +0.222% |
| MKSI MKS Instruments Inc. | 812,700 | $361.49M | $177.55M | - | -$183.94M | -50.88% | -4.398% |
| PFGC Performance Food Group Co. | 3.35M | $348.53M | $324.88M | - | -$23.65M | -6.79% | -0.339% |
| PRMB Primo Brands Corp. Common Stock | 17.8M | $339.23M | $345.22M | - | $5.99M | 1.77% | +2.213% |
| RIOT Riot Platforms, Inc. | 2.87M | $79.5M | $39.6M | - | -$39.91M | -50.19% | -10.83% |
| RSP Invesco S&P 500 Equal Weight ETF | 265,000 | $52.23M | $56.54M | - | $4.3M | 8.24% | -0.772% |
| SHC Sotera Health Company | 15.56M | $230.38M | $277.36M | - | $46.98M | 20.39% | -1.356% |
| STM STMicroelectronics N.V. | 2.2M | $164.74M | $100.17M | - | -$64.57M | -39.2% | -2.296% |
| STX Seagate Technology Holdings plc | 472,000 | $455.48M | $306.8M | - | -$148.68M | -32.64% | -5.909% |
| TLNE TALEN ENERGY CORP NEW | 1.37M | $412.58M | $172.18M | - | -$240.4M | -58.27% | -69.332% |
| TWLO Twilio Inc. | 620,000 | $37.91M | $149.03M | - | $111.12M | 293.08% | -12.081% |
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FAQ
Which stocks have generated the highest profits for Scott Ferguson?
The largest contributions to the portfolio's profits come from the following stocks: Olin Corporation - $625.86M, Autodesk, Inc - $593.11M, US Foods Holding Corp - $547.09M, Coherent Corp - $336.93M, and Twilio Inc - $324.27M. 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: Elanco Animal Health Incorporated - $504.13M, International Flavors & Fragrances Inc - $272.04M, Allergan PLC - $64.67M, NXP Semiconductors N.V - $56.3M, and Uber Technologies, Inc - $55.33M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Ferguson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $199.64M earned over time. The largest contributors to dividend income include International Flavors & Fragrances Inc - $62.26M, Olin Corporation - $30.71M, CVS Health Corporation - $12.29M, CDK Global Inc - $11.74M, and Microsoft Corp - $10.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Ferguson's monthly returns?
Scott Ferguson'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 Scott Ferguson's strategy be considered aggressive or moderate?
Scott Ferguson'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 Scott Ferguson's strategy?
Scott Ferguson'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.
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