Linda Roitman Portfolio
Invests via Ananym Capital Management, LP | Managed by Alex Silver, Charlie Penner
Invests via Ananym Capital Management, LP
Managed by Alex Silver, Charlie Penner
Automatically Tracked
Linda Roitman Profile
Seasoned investor and operator with a focus on growth-stage technology and healthcare companies, offering board and executive-level experience to institutional and venture investors. Linda Roitman has background in corporate finance, strategic M&A and portfolio company scaling, and frequently serves on boards or as an advisor to startups. Markets view her as a pragmatic capital allocator who supports revenue-driven growth and governance improvements.
Seasoned investor and operator with a focus on growth-stage technology and healthcare companies, offering board and executive-level experience to institutional and venture investors. Linda Roitman has background in corporate finance, strategic M&A and portfolio company scaling, and frequently serves on boards or as an advisor to startups. Markets view her as a pragmatic capital allocator who supports revenue-driven growth and governance improvements.
Investment Philosophy & Strategy
Prioritizes growth-stage technology and healthcare investments where board-level operational support accelerates revenue scaling. Focuses on capital-efficient rounds that de-risk through measurable commercial traction, repeatable go-to-market models and disciplined financial governance. Combines strategic M&A lens with hands-on portfolio work to drive exits over a three- to seven-year horizon, favoring companies with durable unit economics, strong leadership teams and clear paths to profitable scale.
Prioritizes growth-stage technology and healthcare investments where board-level operational support accelerates revenue scaling. Focuses on capital-efficient rounds that de-risk through measurable commercial traction, repeatable go-to-market models and disciplined financial governance. Combines strategic M&A lens with hands-on portfolio work to drive exits over a three- to seven-year horizon, favoring companies with durable unit economics, strong leadership teams and clear paths to profitable scale.
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:
47.32%
Gain +0.37%
Monthly
1.82%
Yearly
24.18%
Drawdown
24.86%
$261.7M
Equity
Holdings
$261.7M
Investment
$227.76M
$82.84M
Profit +$829,540.13
Realized
$48.91M
Unrealized
$33.93M
Dividends
$7.1M
Goals
Avg. 35.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$829,540.13
Win %
70%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.16M
Win %
70%
This Month
Compared to last month
Gain
1.11%
Profit
$2.87M
Win %
70%
This Year
Compared to last year
Gain
-5.85%
Profit
-$16.27M
Win %
73%
Events
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Dividends
Dividend Analysis
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| Trades 62 | Longs Won 39/62 62% | Profit Factor 3.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.82M |
| Average Win $2.89M | Best Trade (Mar 31) $14.99M | Sharpe Ratio -41.37 |
| Average Loss -$1.3M | Worst Trade (Dec 30) -$5.44M | Z-Score 1.25 (79.01%) |
| Commissions $0 | Avg. Trade Length 9m 2w 1d | Expectancy $1.34M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.67% |
| Consecutive Losing Trades | 201 | 181 | 161 | 141 | 121 | 100 | 80 | 60 | 40 | 20 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 BKR Baker Hughes Company | 737,194 | $33.27M | $40.16M | - | $6.89M | 20.7% | -1.616% |
 BWXT Bwx Technologies Inc. | 192,407 | $34.2M | $25.59M | - | -$8.61M | -25.19% | -1.071% |
 DKS Dick's Sporting Goods, Inc. | 99,808 | $20.57M | $13.84M | - | -$6.72M | -32.69% | +1.278% |
 HSIC Henry Schein, Inc. | 694,183 | $48.74M | $59.97M | - | $11.23M | 23.04% | +0.97% |
 IWM iShares Russell 2000 ETF | 29,300 | $8.4M | $7.96M | - | -$437,262.05 | -5.21% | +0.123% |
 SHC Sotera Health Company | 2.03M | $28.39M | $36.09M | - | $7.7M | 27.1% | +0.282% |
 TECH Bio-Techne Corporation | 120,000 | $8.48M | $8.7M | - | $223,800 | 2.64% | +0.021% |
 VAC Marriott Vacations Worldwide Corporation | 644,610 | $45.7M | $69.38M | - | $23.68M | 51.8% | +1.318% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Linda Roitman?
The largest contributions to the portfolio's profits come from the following stocks: Scholastic Corporation - $25.84M, Arcosa Inc - $13.05M, Bloom Energy Corporation - $9.03M, Baker Hughes Company - $6.54M, and Marriott Vacations Worldwide Corporation - $5.58M. 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: Six Flags Entertainment Corporation - $7.06M, WillScot Holdings Corporation - $2.25M, CBIZ Inc - $1.93M, and iShares Russell 2000 ETF - $362,075.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Linda Roitman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.1M earned over time. The largest contributors to dividend income include Marriott Vacations Worldwide Corporation - $3.46M, Baker Hughes Company - $1.11M, Scholastic Corporation - $1.08M, LKQ Corporation - $944,028.9, and Dick's Sporting Goods, Inc - $215,485. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Linda Roitman's monthly returns?
Linda Roitman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Linda Roitman's strategy be considered aggressive or moderate?
Linda Roitman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Linda Roitman's strategy?
Linda Roitman's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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