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:
123.82%
Gain -4.87%
Monthly
2.43%
Yearly
33.45%
Drawdown
53.33%
$6.28B
Equity
Holdings
$6.28B
Investment
$5.81B
$1.09B
Profit -$166.71M
Realized
$622.55M
Unrealized
$465.54M
Dividends
$21.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.87%
Profit
-$166.71M
Win %
74%
This Week
Compared To Last Week
Gain
0.49%
Profit
$30.49M
Win %
74%
This Month
Compared to last month
Gain
7.62%
Profit
$444.66M
Win %
74%
This Year
Compared to last year
Gain
11.46%
Profit
$645.4M
Win %
75%
TDG TransDigm Group Inc.
+0.45%
+$56,763.41 
GWRE GUIDEWIRE SOFTWARE INC
-4.72%
-$57.58M 
RBLX Roblox Corporation
-3.52%
-$21.7M 
SGI Somnigroup International Inc.
-2.89%
-$12.39M 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-2.23%
-$13.08M 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-2.14%
-$4.91M 
LYV Live Nation Entertainment, Inc.
-2.13%
-$2.48M 
MELI MercadoLibre, Inc.
-2.1%
-$21.58M 
NYT New York Times Co.
-1.65%
-$10.3M 
VEEV Veeva Systems Inc.
-1.55%
-$21.34M 
FWONA Liberty Media Corporation
-0.75%
-$1.32M 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.32%
-$94,813.47 Events
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Dividends
Dividend Analysis
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| Trades 82 | Longs Won 66/82 80% | Profit Factor 3.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $49.22M |
| Average Win $23.78M | Best Trade (Oct 16) $281.57M | Sharpe Ratio -23.09 |
| Average Loss -$30.1M | Worst Trade (Oct 14) -$152.22M | Z-Score 4.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w | Expectancy $13.27M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 209 | 188 | 167 | 146 | 125 | 104 | 83 | 63 | 42 | 21 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| FWONA Liberty Media Corporation | 2.12M | $145.14M | $175.15M | - | $30.01M | 20.68% | -0.75% |
| FWONK Liberty Media Corporation Series C Formula One Group Common Stock | 326,943 | $27.8M | $29.59M | - | $1.8M | 6.47% | -0.319% |
| GWRE GUIDEWIRE SOFTWARE INC | 6.93M | $1.14B | $1.16B | - | $17.78M | 1.56% | -4.725% |
| LLYVA Liberty Media Corporation Series A Liberty Live Common Stock | 2.38M | $193.68M | $224.28M | - | $30.6M | 15.8% | -2.141% |
| LLYVK Liberty Media Corporation Series C Liberty Live Common Stock | 5.88M | $493.63M | $572.65M | - | $79.01M | 16.01% | -2.233% |
| LYV Live Nation Entertainment, Inc. | 673,090 | $87.89M | $113.64M | - | $25.75M | 29.29% | -2.133% |
| MELI MercadoLibre, Inc. | 553,788 | $944.11M | $1.01B | - | $62.68M | 6.64% | -2.098% |
| NYT New York Times Co. | 9.03M | $756.42M | $612.51M | - | -$143.91M | -19.03% | -1.654% |
| RBLX Roblox Corporation | 12.05M | $655.45M | $594.58M | - | -$60.87M | -9.29% | -3.52% |
| SGI Somnigroup International Inc. | 6.62M | $391.01M | $416.76M | - | $25.74M | 6.58% | -2.887% |
| TDG TransDigm Group Inc. | 11,022 | $11.15M | $12.56M | - | $1.41M | 12.63% | +0.454% |
| VEEV Veeva Systems Inc. | 4.41M | $963.46M | $1.36B | - | $395.53M | 41.05% | -1.546% |
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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 Bruce Berger?
The largest contributions to the portfolio's profits come from the following stocks: Liberty Media Corporation Series C Liberty Live Common Stock - $326.54M, Liberty Media Corporation - $178.7M, Somnigroup International Inc - $69.53M, Liberty Media Corporation Series C Formula One Group Common Stock - $69.42M, and EchoStar Corporation - $51.22M. 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: Fair Isaac Corporation - $76.61M, Tradeweb Markets Inc - $70.95M, Veeva Systems Inc - $2.28M, and Live Nation Entertainment, Inc - $1.76M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bruce Berger's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.7M earned over time. The largest contributors to dividend income include Somnigroup International Inc - $10.35M, New York Times Co - $6.23M, TransDigm Group Inc - $4.6M, Tradeweb Markets Inc - $390,774.44, and Warner Music Group Corp - $124,105.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bruce Berger's monthly returns?
Bruce Berger'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 Bruce Berger's strategy be considered aggressive or moderate?
Bruce Berger'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 Bruce Berger's strategy?
Bruce Berger'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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