Eugene Siklos Portfolio
Invests via PJT Investments Corp | Managed by Eugene Siklos
Invests via PJT Investments Corp
Managed by Eugene Siklos
Automatically Tracked
A seasoned private-markets investor and operating executive, Eugene Siklos blends direct-investing and hands-on portfolio support across growth and buyout situations. He has led capital formation, sourced and structured transactions, and overseen portfolio company governance and performance improvement. Known for sector-agnostic deal origination and value creation focus, he evaluates risk-adjusted returns, capital efficiency and exit planning for institutional and family-office investors.
A seasoned private-markets investor and operating executive, Eugene Siklos blends direct-investing and hands-on portfolio support across growth and buyout situations. He has led capital formation, sourced and structured transactions, and overseen portfolio company governance and performance improvement. Known for sector-agnostic deal origination and value creation focus, he evaluates risk-adjusted returns, capital efficiency and exit planning for institutional and family-office investors.
Investment Philosophy & Strategy
Adopts a hands-on, value‑creation approach that blends direct investing with operational stewardship. Prioritizes capital efficiency, disciplined underwriting and clear exit pathways, targeting control or control‑like positions in growth and buyout situations. Sector-agnostic origination emphasizes cashflow resilience, margin expansion and governance improvements. Allocations balance risk-adjusted returns with concentrated, active portfolio engagement; time horizon is multi-year, return-driven, and focused on driving operational KPIs to maximize multiple and IRR for institutional and family-office capital.
Adopts a hands-on, value‑creation approach that blends direct investing with operational stewardship. Prioritizes capital efficiency, disciplined underwriting and clear exit pathways, targeting control or control‑like positions in growth and buyout situations. Sector-agnostic origination emphasizes cashflow resilience, margin expansion and governance improvements. Allocations balance risk-adjusted returns with concentrated, active portfolio engagement; time horizon is multi-year, return-driven, and focused on driving operational KPIs to maximize multiple and IRR for institutional and family-office capital.
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:
-20.98%
Gain -2.29%
Monthly
-1.62%
Yearly
-17.82%
Drawdown
27.6%
$281.79M
Equity
Holdings
$281.79M
Investment
$248.15M
-$25.29M
Profit -$4.32M
Realized
-$58.94M
Unrealized
$33.65M
Dividends
$2.91M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.29%
Profit
-$4.32M
Win %
93%
This Week
Compared To Last Week
Gain
-1.86%
Profit
-$5.35M
Win %
93%
This Month
Compared to last month
Gain
-0.21%
Profit
-$588,877.18
Win %
93%
This Year
Compared to last year
Gain
0.73%
Profit
$7.65M
Win %
90%
Events
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Dividends
Dividend Analysis
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| Trades 31 | Longs Won 24/31 77% | Profit Factor 0.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.05M |
| Average Win $1.54M | Best Trade (Sep 03) $15.23M | Sharpe Ratio -21.84 |
| Average Loss -$8.88M | Worst Trade (Jun 29) -$58.94M | Z-Score 7.25 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy -$815,967.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 32 | 29 | 25 | 22 | 19 | 16 | 13 | 10 | 6 | 3 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 737,191 | $7.41M | $11.43M | - | $4.02M | 54.22% | 0.0 |
 FIGR Figure Technology Solutions Inc Cl A | 109,599 | $3.72M | $4.12M | - | $403,872.36 | 10.85% | +4.658% |
 GOOGL Alphabet Inc | 15,267 | $5.46M | $5.16M | - | -$296,714.36 | -5.44% | -0.155% |
 IVV iShares Core S&P 500 ETF | 113,296 | $74.59M | $87.41M | - | $12.82M | 17.19% | -0.314% |
 PBA Pembina Pipeline Corporation | 267,146 | $10.08M | $13.07M | - | $2.99M | 29.71% | +1.084% |
 RSP Invesco S&P 500 Equal Weight ETF | 248,755 | $46.27M | $54.11M | - | $7.85M | 16.96% | -0.667% |
 SPCX Space Exploration Technologies Corp. Class A | 149,076 | $25.47M | $22.8M | - | -$2.67M | -10.47% | +3.393% |
 TRI Thomson Reuters Corp. | 522,108 | $42.64M | $51.87M | - | $9.23M | 21.65% | -5.99% |
 VGK Vanguard FTSE Europe ETF | 25,669 | $1.99M | $2.35M | - | $355,448.19 | 17.82% | -0.213% |
 XLE Energy Select Sector SPDR Fund | 498,205 | $30.52M | $32.24M | - | $1.72M | 5.63% | +1.015% |
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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 Eugene Siklos?
The largest contributions to the portfolio's profits come from the following stocks: Enbridge Inc. Preferred Stock 2.983% Perpetual - $829,231.7, Invesco S&P 500 Equal Weight ETF - $552,242.24, Pembina Pipeline Corporation - $538,306.8, iShares Core S&P 500 ETF - $384,673, and Thomson Reuters Corp - $341,980.74. 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: TRI - $58.94M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eugene Siklos's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.91M earned over time. The largest contributors to dividend income include Enbridge Inc. Preferred Stock 2.983% Perpetual - $829,231.7, Invesco S&P 500 Equal Weight ETF - $552,242.24, Pembina Pipeline Corporation - $538,306.8, iShares Core S&P 500 ETF - $384,673, and Thomson Reuters Corp - $341,980.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eugene Siklos's monthly returns?
Eugene Siklos's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Eugene Siklos's strategy be considered aggressive or moderate?
Eugene Siklos's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Eugene Siklos's strategy?
Eugene Siklos's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
