Erin Colleen Ross Portfolio
Invests via Birnam Oak Advisors, LP | Managed by Christopher DeLong
Invests via Birnam Oak Advisors, LP
Managed by Christopher DeLong
Automatically Tracked
Erin Colleen Ross Profile
Growth-oriented investor and operating executive with experience advising and scaling healthcare and technology companies, focused on revenue growth, commercial strategy and board-level governance. Erin Colleen Ross brings cross-functional operating leadership, capital-raising experience and strategic M&A involvement to portfolio companies, often partnering with PE and venture investors to drive exits. Prior roles span corporate development, product-led commercialization and investor relations; education and early career combine business and sector-specific expertise. Market-facing profile emphasizes operational value creation, board oversight and transaction execution for growth-stage businesses.
Growth-oriented investor and operating executive with experience advising and scaling healthcare and technology companies, focused on revenue growth, commercial strategy and board-level governance. Erin Colleen Ross brings cross-functional operating leadership, capital-raising experience and strategic M&A involvement to portfolio companies, often partnering with PE and venture investors to drive exits. Prior roles span corporate development, product-led commercialization and investor relations; education and early career combine business and sector-specific expertise. Market-facing profile emphasizes operational value creation, board oversight and transaction execution for growth-stage businesses.
Investment Philosophy & Strategy
Growth-stage, operations-first investor prioritizing revenue acceleration and commercial scale; targets healthcare and tech businesses where product-market fit can be amplified through go-to-market, pricing, and strategic partnerships. Capital allocation favors minority growth equity and board-active positions alongside PE/VC sponsors, emphasizing short-to-medium horizons to exit via strategic sale or recap. Underwriting blends commercial metrics, governance readiness and M&A optionality; risk managed via staged capital, KPI-driven milestones and operator-led value creation.
Growth-stage, operations-first investor prioritizing revenue acceleration and commercial scale; targets healthcare and tech businesses where product-market fit can be amplified through go-to-market, pricing, and strategic partnerships. Capital allocation favors minority growth equity and board-active positions alongside PE/VC sponsors, emphasizing short-to-medium horizons to exit via strategic sale or recap. Underwriting blends commercial metrics, governance readiness and M&A optionality; risk managed via staged capital, KPI-driven milestones and operator-led value creation.
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:
960.56%
Gain -0.32%
Monthly
12.51%
Yearly
311.76%
Drawdown
17.22%
$630.09M
Equity
Holdings
$630.09M
Investment
$571.63M
$3.69B
Profit -$885,854.87
Realized
$3.63B
Unrealized
$58.46M
Dividends
$6.53M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$885,854.87
Win %
81%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$1.28M
Win %
81%
This Month
Compared to last month
Gain
-0.14%
Profit
-$885,854.87
Win %
81%
This Year
Compared to last year
Gain
2.68%
Profit
$16.47M
Win %
78%
ROKU Roku, Inc.
+2.34%
+$1.04M 
COF Capital One Financial Corporation
+1.57%
+$13,453.83 
WBD Warner Bros. Discovery, Inc.
+0.86%
+$491,214.72 
RVMD Revolution Medicines Inc.
+0.85%
+$184,072.32 
D Dominion Energy, Inc.
+0.34%
+$34,500 
AAPL Apple Inc.
+0.22%
+$2,010 
VTV Vanguard Value ETF
+0.2%
+$17,884.29 
PEN Penumbra Inc.
+0.08%
+$46,242.91 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$400.01 
IEUR iShares Core MSCI Europe ETF
+0.03%
+$1,100 
TXNM TxnM Energy Inc.
+0.02%
+$1,980.18 
AES AES Corporation
0%
$0 
EA Electronic Arts Inc.
0%
$0 
KVUE Kenvue Inc.
0%
$0 
FLL Full House Resorts Inc.
-3.04%
-$4,296.25 
VLRS Controladora Vuela Compañía de Aviación, S.A.B. de C.V. ADR
-1.75%
-$18,222.12 
BLD TopBuild Corp
-1.45%
-$194,221.28 
NSC Norfolk Southern Corporation
-1.02%
-$618,235.16 
AMZN Amazon.com Inc
-0.94%
-$23,560.1 
SATS EchoStar Corporation
-0.89%
-$153,690.96 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$43,500 
MS Morgan Stanley
-0.47%
-$4,080 
VUG Vanguard Growth ETF
-0.43%
-$70,901.22 
UNF UniFirst Corp.
-0.4%
-$196,818.49 
V Visa Inc. Class A
-0.36%
-$2,600.04 
AXP American Express Company
-0.34%
-$2,339.96 
QRVO Qorvo Inc.
-0.34%
-$82,461.72 
GS The Goldman Sachs Group, Inc.
-0.31%
-$3,209.96 
BBJP JPMorgan BetaBuilders Japan Fund
-0.3%
-$14,482.32 
MSFT Microsoft Corp.
-0.3%
-$4,440.03 
EWJ iShares MSCI Japan ETF
-0.26%
-$1,040 
ACWI iShares MSCI ACWI ETF
-0.12%
-$73,168.29 
JPM JPMorgan Chase & Co.
-0.07%
-$539.98 
NVDA NVIDIA Corporation
-0.06%
-$140 
VSAT Viasat Inc.
-0.04%
-$1,229.82 
VGK Vanguard FTSE Europe ETF
-0.01%
-$495.54 
GTLS Chart Industries Inc.
-0.01%
-$2,853.99 Events
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Dividends
Dividend Analysis
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| Trades 137 | Longs Won 79/137 57% | Profit Factor 110.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $311.4M |
| Average Win $47.18M | Best Trade (Mar 30) $3.65B | Sharpe Ratio -4.91 |
| Average Loss -$580,145.24 | Worst Trade (Mar 30) -$7.51M | Z-Score 2.74 (99.39%) |
| Commissions $0 | Avg. Trade Length 6m 2w | Expectancy $26.96M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 55.72% | 66.44% | 73.65% | 79.24% | 83.86% | 87.83% | 91.34% | 94.49% | 97.36% |
| Consecutive Losing Trades | 1,086 | 977 | 869 | 760 | 651 | 543 | 434 | 326 | 217 | 109 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,000 | $868,080 | $917,790 | - | $49,710 | 5.73% | +0.219% |
| ACWI iShares MSCI ACWI ETF | 385,076 | $49.54M | $62.49M | - | $12.95M | 26.14% | -0.117% |
| AES AES Corporation | 1.23M | $17.98M | $18.07M | - | $85,866.94 | 0.48% | 0.0 |
| AMZN Amazon.com Inc | 9,500 | $2.08M | $2.5M | - | $410,969.9 | 19.72% | -0.935% |
| AXP American Express Company | 2,000 | $640,730 | $684,960.02 | - | $44,230.02 | 6.9% | -0.34% |
| BBJP JPMorgan BetaBuilders Japan Fund | 60,343 | $3.42M | $4.78M | - | $1.36M | 39.67% | -0.302% |
| BLD TopBuild Corp | 37,136 | $15.22M | $13.17M | - | -$2.05M | -13.5% | -1.454% |
| BRK-B Berkshire Hathaway Inc. | 15,000 | $6.9M | $7.56M | - | $664,680 | 9.64% | -0.572% |
| COF Capital One Financial Corporation | 3,833 | $815,509.06 | $871,394.22 | - | $55,885.16 | 6.85% | +1.568% |
| D Dominion Energy, Inc. | 150,000 | $10.24M | $10.32M | - | $72,000 | 0.7% | +0.336% |
| EA Electronic Arts Inc. | 39,412 | $8.08M | $8.26M | - | $183,660.4 | 2.27% | 0.0 |
| EWJ iShares MSCI Japan ETF | 4,000 | $268,400 | $392,840 | - | $124,440 | 46.36% | -0.264% |
| FLL Full House Resorts Inc. | 61,375 | $147,856 | $136,866.25 | - | -$10,989.75 | -7.43% | -3.043% |
| GS The Goldman Sachs Group, Inc. | 1,000 | $845,990 | $1.04M | - | $193,430.04 | 22.86% | -0.308% |
| GTLS Chart Industries Inc. | 285,399 | $58.41M | $59.91M | - | $1.49M | 2.55% | -0.005% |
| IEUR iShares Core MSCI Europe ETF | 55,000 | $2.97M | $4.3M | - | $1.33M | 44.94% | +0.026% |
| IVE ISHARES S&P 500 VALUE ETF | 5,000 | $954,400 | $1.19M | - | $236,049.98 | 24.73% | +0.034% |
| JPM JPMorgan Chase & Co. | 2,000 | $588,320 | $725,680 | - | $137,360 | 23.35% | -0.074% |
| KVUE Kenvue Inc. | 3.01M | $54.78M | $57.7M | - | $2.91M | 5.31% | 0.0 |
| MS Morgan Stanley | 4,000 | $658,280 | $869,440 | - | $211,160 | 32.08% | -0.467% |
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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 Erin Colleen Ross?
The largest contributions to the portfolio's profits come from the following stocks: Astria Therapeutics Inc - $3.65B, Revolution Medicines Inc - $4.66M, The Interpublic Group of Companies, Inc - $2.66M, EchoStar Corporation - $1.78M, and Kellanova Inc - $1.59M. 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: Vestis Corporation - $7.47M, ChampionX Corporation - $5.1M, Cadence Bank - $4.73M, CyberArk Software Ltd - $3.49M, and Core Scientific, Inc - $2.18M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Erin Colleen Ross's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.53M earned over time. The largest contributors to dividend income include Kenvue Inc - $924,100.43, iShares MSCI ACWI ETF - $885,504.34, Norfolk Southern Corporation - $742,764.6, The Interpublic Group of Companies, Inc - $639,543.3, and TxnM Energy Inc - $574,591.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Erin Colleen Ross's monthly returns?
Erin Colleen Ross's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Erin Colleen Ross's strategy be considered aggressive or moderate?
Erin Colleen Ross'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 Erin Colleen Ross's strategy?
Erin Colleen Ross'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.
