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George Henning Portfolio
Invests via PACIFIC GLOBAL INVESTMENT MANAGEMENT Co. | Managed by George Henning
Invests via PACIFIC GLOBAL INVESTMENT MANAGEMENT Co.
Managed by George Henning
Automatically Tracked
George Henning Profile
George Henning is a seasoned operating executive known for his expertise in scaling technology-driven ventures. With extensive experience across diverse sectors, he has played pivotal roles in managing operational transformations and driving growth initiatives. His leadership has consistently resulted in enhanced efficiencies and significant revenue improvements for organizations navigating competitive landscapes. Known for fostering innovation, Henning actively engages with emerging startups to identify synergies that fuel expansion opportunities. His track record reflects a commitment to strategic execution, making him a valuable figure within the entrepreneurial ecosystem.
George Henning is a seasoned operating executive known for his expertise in scaling technology-driven ventures. With extensive experience across diverse sectors, he has played pivotal roles in managing operational transformations and driving growth initiatives. His leadership has consistently resulted in enhanced efficiencies and significant revenue improvements for organizations navigating competitive landscapes. Known for fostering innovation, Henning actively engages with emerging startups to identify synergies that fuel expansion opportunities. His track record reflects a commitment to strategic execution, making him a valuable figure within the entrepreneurial ecosystem.
Investment Philosophy & Strategy
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:
33%
Gain -0.03%
Monthly
0.56%
Yearly
6.94%
Drawdown
12.92%
$96.62M
Equity
Holdings
$96.62M
Investment
$46.42M
$728.64M
Profit -$68,131.97
Realized
$678.44M
Unrealized
$50.2M
Dividends
$124.12M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$68,131.97
Win %
86%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$601,589.98
Win %
86%
This Month
Compared to last month
Gain
-0.07%
Profit
-$68,131.97
Win %
86%
This Year
Compared to last year
Gain
19.28%
Profit
$15.61M
Win %
86%
ORCL Oracle Corporation
+8.65%
+$156,231.9 
RM Regional Management Corp.
+8.3%
+$20,697.64 
STXS Stereotaxis Inc.
+7.14%
+$1,701 
META Meta Platforms Inc Class A
+6.54%
+$12,897.99 
GOOGL Alphabet Inc
+5.22%
+$151,307.52 
MSFT Microsoft Corp.
+5.19%
+$201,696.2 
GOOG Alphabet Inc
+4.74%
+$163,792.45 
AMZN Amazon.com Inc
+4.55%
+$143,408.08 
DAL Delta Air Lines, Inc.
+4.44%
+$94,510.4 
CODI Compass Diversified Holdings
+4.27%
+$19,594.24 
TSCO Tractor Supply Company
+3.8%
+$20,942.38 
NVDA NVIDIA Corporation
+3.62%
+$28,800.42 
AXP American Express Company
+2.47%
+$6,705.92 
QCOM QUALCOMM Incorporated
+2.24%
+$12,104.4 
HD The Home Depot, Inc.
+2.16%
+$5,791.11 
DE Deere & Company
+2.11%
+$9,432.54 
DIS The Walt Disney Company
+2%
+$14,855.23 
WAB Wabtec Corporation
+1.74%
+$11,726.1 
SAIA Saia, Inc.
+1.71%
+$23,195.7 
HEI.A Heico Corporation
+1.71%
+$36,616.99 
RUSHA Rush Enterprises Inc.
+1.63%
+$61,588.8 
ELV Elevance Health, Inc.
+1.44%
+$10,415.43 
USB U.S. Bancorp
+1.31%
+$13,182.67 
HON Honeywell International Inc.
+1.19%
+$1,809.99 
TTWO Take-Two Interactive Software, Inc.
+1.1%
+$21,042.35 
CVS CVS Health Corporation
+0.99%
+$12,476.92 
EXE Expand Energy Corporation
+0.97%
+$15,088.21 
EWBC East West Bancorp Inc.
+0.75%
+$26,152.88 
AESI Atlas Energy Solutions Inc.
+0.65%
+$856.24 
BAC Bank of America Corporation
+0.61%
+$3,180.9 
AVGO Broadcom Inc.
+0.59%
+$3,043.04 
ORLY O'Reilly Automotive Inc.
+0.59%
+$9,628.29 
MA Mastercard Incorporated
+0.31%
+$7,129.57 
BATRK Atlanta Braves Holdings, Inc.
+0.26%
+$3,715.66 
C Citigroup Inc.
+0.17%
+$4,656.15 
CSCO Cisco Systems, Inc.
+0.15%
+$2,008.31 
V Visa Inc. Class A
+0.14%
+$461.5 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$1,509.93 
PG Procter & Gamble Co
+0.07%
+$160 
JPM JPMorgan Chase & Co.
+0.01%
+$283.86 ARIS
ARIS
0%
$0 
SAH Sonic Automotive Inc.
-4.16%
-$17,415.51 
MNST Monster Beverage Corporation
-3.41%
-$12,484.66 
HLX Helix Energy Solutions Group, Inc.
-2.79%
-$109,904.24 
CHEF The Chefs' Warehouse, Inc.
-2.52%
-$129,977.31 
LLY Eli Lilly and Company
-2.38%
-$6,960.21 
CVX Chevron Corporation
-2.04%
-$44,525.52 
AROC Archrock Inc.
-1.82%
-$26,085.15 
DVN Devon Energy Corporation
-1.76%
-$16,708.51 
DAR Darling Ingredients Inc.
-1.68%
-$45,427.74 
MSGS Madison Square Garden Sports Corp.
-1.67%
-$8,099.11 
GTX Garrett Motion Inc.
-1.64%
-$12,019.68 
ABBV AbbVie Inc.
-1.53%
-$29,625.05 
MCD McDonald's Corporation
-1.23%
-$4,541.76 
AAPL Apple Inc.
-1.09%
-$42,601.52 
CVLG Covenant Logistics Group Inc.
-1.01%
-$27,545.76 
NOA North American Construction Group Ltd.
-0.92%
-$8,658.62 
KO The Coca-Cola Company
-0.77%
-$5,536.88 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.7%
-$2,231.83 
JNJ Johnson & Johnson
-0.69%
-$10,241.22 
KEX Kirby Corporation
-0.68%
-$20,203.89 
TPL Texas Pacific Land Corporation
-0.63%
-$2,057.4 
SYY Sysco Corporation
-0.61%
-$1,477.32 
WMT Walmart Inc.
-0.51%
-$3,045.51 
TJX The TJX Companies, Inc.
-0.32%
-$1,907 
PAG Penske Automotive Group Inc.
-0.19%
-$4,960.49 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.02%
-$52.63 Events
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Dividends
Dividend Analysis
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| Trades 12697 | Longs Won 8871/12697 69% | Profit Factor 2.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $127,247.02 | Best Trade (Jun 30) $64.41M | Sharpe Ratio -105.48 |
| Average Loss -$104,591.91 | Worst Trade (Sep 30) -$63.17M | Z-Score -8 (100%) |
| Commissions $0 | Avg. Trade Length 4y 2m 2w 5d | Expectancy $57,386.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.21% | 1.06% | 4.17% | 13.71% | 39.13% |
| Consecutive Losing Trades | 923 | 831 | 739 | 646 | 554 | 462 | 369 | 277 | 185 | 92 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,604 | $1.33M | $3.85M | - | $2.52M | 188.64% | -1.094% |
| ABBV AbbVie Inc. | 7,735 | $1.02M | $1.91M | - | $896,131.85 | 88.27% | -1.526% |
| AESI Atlas Energy Solutions Inc. | 12,232 | $218,219 | $132,839.52 | - | -$85,379.48 | -39.13% | +0.649% |
| AMZN Amazon.com Inc | 11,612 | $1.7M | $3.3M | - | $1.6M | 94.51% | +4.547% |
| ARIS ARIS | 12,200 | $125,812.38 | $125,904.37 | - | $91.99 | 0.07% | 0.0 |
| AROC Archrock Inc. | 40,131 | $370,700.51 | $1.41M | - | $1.04M | 280.09% | -1.818% |
| AVGO Broadcom Inc. | 1,315 | $203,786.43 | $514,946.24 | - | $311,159.81 | 152.69% | +0.594% |
| AXP American Express Company | 806 | $161,429.54 | $277,723.42 | - | $116,293.88 | 72.04% | +2.474% |
| BAC Bank of America Corporation | 8,373 | $268,385.5 | $521,888.25 | - | $253,502.75 | 94.45% | +0.613% |
| BATRA Atlanta Braves Holdings, Inc. Series A Common Stock | 5,263 | $221,699.14 | $286,307.2 | - | $64,608.06 | 29.14% | -0.018% |
| BATRK Atlanta Braves Holdings, Inc. | 28,582 | $1.03M | $1.46M | - | $425,164.85 | 41.22% | +0.256% |
| BRK-B Berkshire Hathaway Inc. | 2,649 | $690,599.74 | $1.36M | - | $665,979.65 | 96.43% | +0.111% |
| C Citigroup Inc. | 20,694 | $1.3M | $2.75M | - | $1.44M | 111.06% | +0.17% |
| CHEF The Chefs' Warehouse, Inc. | 44,655 | $1.34M | $5.02M | - | $3.68M | 274.02% | -2.523% |
| CODI Compass Diversified Holdings | 45,568 | $896,820.86 | $478,919.68 | - | -$417,901.18 | -46.6% | +4.266% |
| CSCO Cisco Systems, Inc. | 11,683 | $538,594.19 | $1.36M | - | $818,525.29 | 151.97% | +0.148% |
| CVLG Covenant Logistics Group Inc. | 76,516 | $1.37M | $2.69M | - | $1.32M | 96.87% | -1.014% |
| CVS CVS Health Corporation | 12,055 | $840,887.37 | $1.27M | - | $430,493.2 | 51.2% | +0.991% |
| CVX Chevron Corporation | 11,076 | $1.6M | $2.14M | - | $532,638.85 | 33.23% | -2.042% |
| DAL Delta Air Lines, Inc. | 24,327 | $969,906.03 | $2.22M | - | $1.25M | 129.06% | +4.443% |
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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 George Henning?
The largest contributions to the portfolio's profits come from the following stocks: Tal Education Group - $155.55M, Apple Inc - $59.79M, Microsoft Corp - $49.59M, Berkshire Hathaway Inc - $37.9M, and Saia, Inc - $27.85M. 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: Orion Group Holdings Inc - $33.06M, Hornbeck Offshore Services, Inc - $15.86M, NOBLQ - $15.72M, Parker Drilling Co - $9.7M, and MRC Global Inc - $8.6M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does George Henning's portfolio generate?
The portfolio generates substantial dividend income, with a total of $124.12M earned over time. The largest contributors to dividend income include DryShips Inc - $27.33M, General Electric Company - $8M, Johnson & Johnson - $4.37M, Microsoft Corp - $3.64M, and Procter & Gamble Co - $3.52M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are George Henning's monthly returns?
George Henning'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 George Henning's strategy be considered aggressive or moderate?
George Henning'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 George Henning's strategy?
George Henning'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.
