Richard Egan Portfolio
Invests via Pacific Capital Partners Ltd. | Managed by Richard Egan
Invests via Pacific Capital Partners Ltd.
Managed by Richard Egan
Automatically Tracked
Co-founder and former CEO of EMC Corporation, Richard Egan built the company into a global enterprise storage and information-management leader and steered it through rapid commercial expansion and public-market growth. His operating track record centers on scaling hardware and software platforms for large enterprises, positioning assets for strategic partnerships and exits, and pursuing product-led M&A to consolidate market share. Relevant to investors, the business model emphasized recurring software and services revenue and high enterprise customer retention.
Co-founder and former CEO of EMC Corporation, Richard Egan built the company into a global enterprise storage and information-management leader and steered it through rapid commercial expansion and public-market growth. His operating track record centers on scaling hardware and software platforms for large enterprises, positioning assets for strategic partnerships and exits, and pursuing product-led M&A to consolidate market share. Relevant to investors, the business model emphasized recurring software and services revenue and high enterprise customer retention.
Investment Philosophy & Strategy
Adopts an operator-investor mindset that prioritizes durable enterprise software and services with high retention and recurring revenue. Focuses capital on scaling product-led platforms, using strategic M&A to accelerate share consolidation and to secure channel or OEM partnerships. Emphasizes deep operational due diligence, margin expansion through software mix, and customer-base stickiness as primary value levers. Prefers long-term holds that allow for integration and commercialization, balances growth investments with disciplined risk controls, and targets opportunities where infrastructure leadership and strategic exits are achievable.
Adopts an operator-investor mindset that prioritizes durable enterprise software and services with high retention and recurring revenue. Focuses capital on scaling product-led platforms, using strategic M&A to accelerate share consolidation and to secure channel or OEM partnerships. Emphasizes deep operational due diligence, margin expansion through software mix, and customer-base stickiness as primary value levers. Prefers long-term holds that allow for integration and commercialization, balances growth investments with disciplined risk controls, and targets opportunities where infrastructure leadership and strategic exits are achievable.
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:
13.86%
Gain
Monthly
0.39%
Yearly
4.76%
Drawdown
18.39%
$112.87M
Equity
Holdings
$112.87M
Investment
$98.81M
$50.15M
Profit -$587,427.05
Realized
$36.09M
Unrealized
$14.06M
Dividends
$3.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$587,427.05
Win %
69%
This Week
Compared To Last Week
Gain
-3.27%
Profit
-$3.81M
Win %
69%
This Month
Compared to last month
Gain
-4.9%
Profit
-$5.82M
Win %
69%
This Year
Compared to last year
Gain
9.1%
Profit
$9.64M
Win %
66%
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+2.55%
+$12,905.74 
LLY Eli Lilly and Company
+0.95%
+$12,265.56 
PGR Progressive Corporation
+0.86%
+$61,915.52 
AMT American Tower Corporation
+0.85%
+$6,170.5 
BF-B Brown-Forman Corporation
+0.64%
+$18,226.56 
JPM JPMorgan Chase & Co.
+0.62%
+$8,307 
BRK-A Berkshire Hathaway Inc.
+0.61%
+$72,377.6 
UNP Union Pacific Corporation
+0.55%
+$31,345.4 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$7,554.58 
AKAM Akamai Technologies Inc.
+0.46%
+$4,860 
LYV Live Nation Entertainment, Inc.
+0.11%
+$2,410.91 
MSGNF Man Sang International Ltd.
0%
$0 
META Meta Platforms Inc Class A
-4.76%
-$54,429.4 
AMAT Applied Materials, Inc.
-2.53%
-$155,925 
CSGP CoStar Group, Inc.
-2.26%
-$11,850.5 
WAT Waters Corporation
-2.2%
-$51,185.17 
MSFT Microsoft Corp.
-2.11%
-$31,850.02 
SAP SAP SE Sponsored ADR
-2.07%
-$27,805 
MIDD The Middleby Corporation
-1.96%
-$128,437.74 
GOOG Alphabet Inc
-1.95%
-$30,272 
RYAN Ryan Specialty Holdings Inc.
-1.61%
-$14,039.28 
KLAC KLA Corporation
-1.5%
-$36,506.4 
INTC Intel Corporation
-1.45%
-$25,098 
COO The Cooper Companies, Inc.
-1.35%
-$26,013.85 
INTU Intuit Inc.
-1.16%
-$7,952.12 
NVDA NVIDIA Corporation
-1.09%
-$56,826 
IBKR Interactive Brokers Group Inc.
-0.99%
-$23,533.51 
AJG Arthur J. Gallagher & Co.
-0.92%
-$19,481.42 
BDX Becton, Dickinson and Company
-0.86%
-$22,840.38 
SCHW Charles Schwab Corporation
-0.84%
-$57,657.84 
SOLV Solventum Corporation
-0.5%
-$8,507.91 
AMZN Amazon.com Inc
-0.48%
-$9,608.4 
TDW Tidewater Inc.
-0.16%
-$2,056.8 
AMD Advanced Micro Devices, Inc.
-0.15%
-$16,965.24 
CMCSA Comcast Corp
-0.14%
-$4,218.2 
ITT Itt Inc.
-0.1%
-$1,309.8 
CHTR Charter Communications Inc
-0.03%
-$635.8 
AZO AutoZone Inc.
-0.03%
-$1,865.31 Events
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Dividends
Dividend Analysis
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| Trades 396 | Longs Won 241/396 60% | Profit Factor 2.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $845,221.23 |
| Average Win $342,001.52 | Best Trade (Dec 31) $11.96M | Sharpe Ratio -22.86 |
| Average Loss -$208,187.21 | Worst Trade (Dec 31) -$5.26M | Z-Score -5.19 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $126,649.87 |
| 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% | 1.5% |
| Consecutive Losing Trades | 542 | 488 | 434 | 380 | 325 | 271 | 217 | 163 | 108 | 54 |
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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