RE
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:
61.88%
Gain -0.01%
Monthly
1.51%
Yearly
19.74%
Drawdown
33.51%
$112.69M
Equity
Holdings
$112.69M
Investment
$101.67M
$74.08M
Profit -$23,171.91
Realized
$63.06M
Unrealized
$11.02M
Dividends
$3.6M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$23,171.91
Win %
53%
This Week
Compared To Last Week
Gain
0.95%
Profit
$1.06M
Win %
53%
This Month
Compared to last month
Gain
0.95%
Profit
$1.06M
Win %
53%
This Year
Compared to last year
Gain
-65.46%
Profit
-$56.84M
Win %
59%
INTC Intel Corporation
+4.43%
+$85,084 
META Meta Platforms Inc Class A
+4.24%
+$43,602 
AMD Advanced Micro Devices, Inc.
+4.02%
+$480,987.48 
KLAC KLA Corporation
+3.91%
+$89,051.13 
SOLV Solventum Corporation
+2.54%
+$40,256.94 
AMAT Applied Materials, Inc.
+2.19%
+$117,920 
WAT Waters Corporation
+2.12%
+$48,513.9 
LLY Eli Lilly and Company
+1.76%
+$20,723.04 
AZO AutoZone Inc.
+1.12%
+$71,713.91 
BRK-A Berkshire Hathaway Inc.
+0.91%
+$102,401.28 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$12,571.06 
BDX Becton, Dickinson and Company
+0.81%
+$19,364.84 
MIDD The Middleby Corporation
+0.23%
+$16,587.9 
AKAM Akamai Technologies Inc.
+0.03%
+$360 
COO
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LYV
0%
$0 
CHTR Charter Communications Inc
-8.03%
-$178,977.7 
CMCSA Comcast Corp
-5.35%
-$160,291.6 
SAP SAP SE Sponsored ADR
-5.31%
-$84,162 
RYAN Ryan Specialty Holdings Inc.
-4.41%
-$29,420.55 
NVDA NVIDIA Corporation
-3.55%
-$199,584 
INTU Intuit Inc.
-3.32%
-$24,952.4 
MSFT Microsoft Corp.
-3.11%
-$51,683.24 
FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock
-2.73%
-$12,397.64 
AMZN Amazon.com Inc
-2.53%
-$52,045.5 
AMT American Tower Corporation
-1.79%
-$14,254.5 
IBKR Interactive Brokers Group Inc.
-1.77%
-$40,601.77 
PGR Progressive Corporation
-1.69%
-$115,830.72 
AJG Arthur J. Gallagher & Co.
-1.55%
-$26,445.1 
TDW Tidewater Inc.
-1.23%
-$15,768.8 
SCHW Charles Schwab Corporation
-1.12%
-$65,703.12 
UNP Union Pacific Corporation
-0.93%
-$46,263.35 
CSGP CoStar Group, Inc.
-0.77%
-$4,498 
GOOG Alphabet Inc
-0.76%
-$11,924 
BF-B Brown-Forman Corporation
-0.64%
-$17,674.24 
MSGE Madison Square Garden Entertainment Corp.
-0.39%
-$6,833.96 
ITT Itt Inc.
-0.04%
-$458.43 Events
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Dividends
Dividend Analysis
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| Trades 396 | Longs Won 235/396 59% | Profit Factor 3.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.57M |
| Average Win $438,668.41 | Best Trade (Dec 31) $29.19M | Sharpe Ratio -43 |
| Average Loss -$180,181.25 | Worst Trade (Jun 30) -$2.37M | Z-Score -5.59 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $187,065.39 |
| 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% | 0.24% | 2.3% | 16.83% |
| Consecutive Losing Trades | 625 | 563 | 500 | 438 | 375 | 313 | 250 | 188 | 125 | 63 |
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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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