Bruce Berger Portfolio
Invests via Linonia Partnership LP | Managed by The Linonia Partnership LP, The Linonia Partnership GP LLC, Philip Uhde
Invests via Linonia Partnership LP
Managed by The Linonia Partnership LP, The Linonia Partnership GP LLC, Philip Uhde
Automatically Tracked
Bruce Berger Profile
Veteran investor focused on energy, real assets and private markets with a value-oriented, capital-efficient approach to asset selection and operational improvement. Bruce Berger brings experience across portfolio management, deal execution and investor relations, with a history of structuring growth and turnaround investments. Market-relevant skills include capital raising, asset-level operations oversight and LP reporting, positioning him as a pragmatic allocator between public and private market opportunities.
Veteran investor focused on energy, real assets and private markets with a value-oriented, capital-efficient approach to asset selection and operational improvement. Bruce Berger brings experience across portfolio management, deal execution and investor relations, with a history of structuring growth and turnaround investments. Market-relevant skills include capital raising, asset-level operations oversight and LP reporting, positioning him as a pragmatic allocator between public and private market opportunities.
Investment Philosophy & Strategy
Focuses on value-driven investments in energy, infrastructure and real assets, blending public and private market allocation to capture dislocated opportunities. Prefers capital-efficient deals where operational improvement and active governance unlock value, using structuring skills for growth and turnaround situations. Investment horizon is multi-year, emphasizing downside protection, rigorous asset-level underwriting and disciplined leverage. Pursues pragmatic LP engagement, hands-on execution and portfolio diversification across cycles to balance yield, capital appreciation and liquidity management.
Focuses on value-driven investments in energy, infrastructure and real assets, blending public and private market allocation to capture dislocated opportunities. Prefers capital-efficient deals where operational improvement and active governance unlock value, using structuring skills for growth and turnaround situations. Investment horizon is multi-year, emphasizing downside protection, rigorous asset-level underwriting and disciplined leverage. Pursues pragmatic LP engagement, hands-on execution and portfolio diversification across cycles to balance yield, capital appreciation and liquidity management.
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:
69.73%
Gain
Monthly
1.75%
Yearly
23.16%
Drawdown
51.33%
$5.49B
Equity
Holdings
$5.49B
Investment
$5.36B
$784.14M
Profit +$73.89M
Realized
$655.59M
Unrealized
$128.55M
Dividends
$16.42M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$73.89M
Win %
65%
This Week
Compared To Last Week
Gain
2.47%
Profit
$132.49M
Win %
65%
This Month
Compared to last month
Gain
5.46%
Profit
$284.22M
Win %
65%
This Year
Compared to last year
Gain
2.03%
Profit
$109.48M
Win %
67%
GWRE GUIDEWIRE SOFTWARE INC
+3.99%
+$42.92M 
VEEV Veeva Systems Inc.
+2.24%
+$21.32M 
SGI Somnigroup International Inc.
+1.68%
+$10.8M 
NYT New York Times Co.
+0.59%
+$4.02M 
SHAK Shake Shack Inc.
+0.58%
+$33,425.7 
TW Tradeweb Markets Inc.
+0.55%
+$1.55M 
MELI MercadoLibre, Inc.
+0.52%
+$1.25M 
FWONA Liberty Media Corporation
+0.12%
+$222,396.2 
LYV Live Nation Entertainment, Inc.
+0.11%
+$127,887.1 
SATS EchoStar Corporation
-4.17%
-$2.8M 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.56%
-$1.55M 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-0.55%
-$1.35M 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-0.42%
-$2.63M 
TDG TransDigm Group Inc.
-0.21%
-$28,436.98 Events
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Dividends
Dividend Analysis
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| Trades 74 | Longs Won 53/74 71% | Profit Factor 2.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $39.58M |
| Average Win $23.35M | Best Trade (Dec 30) $196.46M | Sharpe Ratio -9.52 |
| Average Loss -$21.59M | Worst Trade (Jul 10) -$98.64M | Z-Score 0.41 (31.81%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 6d | Expectancy $10.6M |
| 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% | 0.04% |
| Consecutive Losing Trades | 254 | 229 | 204 | 178 | 153 | 127 | 102 | 76 | 51 | 25 |
Hover over the desired column for a detailed explanation.
Returns
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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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