Kyle Mowery Portfolio
Invests via GRIZZLYROCK CAPITAL, LLC | Managed by Kyle Mowery
Invests via GRIZZLYROCK CAPITAL, LLC
Managed by Kyle Mowery
Automatically Tracked
Kyle Mowery Profile
Serial entrepreneur and early-stage investor with operating and growth experience in software, marketplaces and consumer internet. Kyle Mowery has co-founded and scaled startups through product, go-to-market and fundraising stages, and now focuses on pre-seed to Series A investments, board advising and talent formation. Market-facing profile emphasizes founder support, KPI-driven growth programs, and selective Angel and seed checks alongside syndicates and venture partners.
Serial entrepreneur and early-stage investor with operating and growth experience in software, marketplaces and consumer internet. Kyle Mowery has co-founded and scaled startups through product, go-to-market and fundraising stages, and now focuses on pre-seed to Series A investments, board advising and talent formation. Market-facing profile emphasizes founder support, KPI-driven growth programs, and selective Angel and seed checks alongside syndicates and venture partners.
Investment Philosophy & Strategy
Focuses on pre-seed to Series A startups in software, marketplaces and consumer internet, prioritizing founder-market fit and repeatable growth levers. Combines operator instincts with KPI-driven underwriting: unit economics, retention, CAC payback and scalable go-to-market motion. Capital allocation favors concentrated, high-conviction angel/seed checks and syndicate participation to preserve optionality while enabling follow-on rounds. Time horizon is growth-oriented multi-year value creation; risk discipline emphasizes early traction, defensible product differentiation, and founder coachability.
Focuses on pre-seed to Series A startups in software, marketplaces and consumer internet, prioritizing founder-market fit and repeatable growth levers. Combines operator instincts with KPI-driven underwriting: unit economics, retention, CAC payback and scalable go-to-market motion. Capital allocation favors concentrated, high-conviction angel/seed checks and syndicate participation to preserve optionality while enabling follow-on rounds. Time horizon is growth-oriented multi-year value creation; risk discipline emphasizes early traction, defensible product differentiation, and founder coachability.
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:
-9.34%
Gain -0.07%
Monthly
-0.3%
Yearly
-3.58%
Drawdown
29.22%
$143.69M
Equity
Holdings
$143.69M
Investment
$147.02M
-$12.98M
Profit -$95,950
Realized
-$9.66M
Unrealized
-$3.33M
Dividends
$3.71M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$95,950
Win %
32%
This Week
Compared To Last Week
Gain
-4.53%
Profit
-$6.82M
Win %
32%
This Month
Compared to last month
Gain
-1.75%
Profit
-$2.56M
Win %
32%
This Year
Compared to last year
Gain
-0.26%
Profit
-$369,957.18
Win %
41%
EFXT Enerflex Ltd.
+4.52%
+$23,280 
ACVA ACV Auctions Inc.
+3.89%
+$175,124.27 
JBI Janus International Group, Inc.
+1.59%
+$66,158.64 
CELH Celsius Holdings Inc.
+1.08%
+$29,450 
GEL Genesis Energy L.P.
+0.7%
+$5,446.65 
DRVN Driven Brands Holdings Inc.
+0.62%
+$49,757.68 
MGNI Magnite, Inc.
+0.61%
+$174,694.2 
RYZ Ryerson Holding Corporation
+0.28%
+$19,840.56 
GSM Ferroglobe PLC
+0.23%
+$35,659.59 
OLN Olin Corporation
+0.21%
+$15,804.16 
AMN Amn Healthcare Services Inc.
+0.03%
+$3,992.86 
REAX Real Brokerage Inc.
0%
$0 
XPOF Xponential Fitness Inc.
0%
$0 Events
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Dividends
Dividend Analysis
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No Data
| Trades 199 | Longs Won 86/199 43% | Profit Factor 0.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $621,831.63 | Best Trade (Aug 15) $8.57M | Sharpe Ratio -9.29 |
| Average Loss -$588,143.19 | Worst Trade (Sep 29) -$7.95M | Z-Score -1.91 (96.75%) |
| Commissions $0 | Avg. Trade Length 10m 4w | Expectancy -$65,239.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 244 | 220 | 195 | 171 | 147 | 122 | 98 | 73 | 49 | 24 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACVA ACV Auctions Inc. | 564,917 | $5.18M | $4.67M | - | -$509,240.91 | -9.83% | +3.894% |
 AIOT PowerFleet Inc. | 1.79M | $6.57M | $5.58M | - | -$990,831.48 | -15.08% | -0.955% |
| AMN Amn Healthcare Services Inc. | 399,286 | $7.49M | $13.78M | - | $6.28M | 83.86% | +0.029% |
 AMTM Amentum Holdings, Inc. | 318,363 | $6.57M | $6.84M | - | $262,386.25 | 3.99% | -0.923% |
| CELH Celsius Holdings Inc. | 95,000 | $2.78M | $2.76M | - | -$18,050 | -0.65% | +1.077% |
 COMP Compass Inc. | 422,839 | $5.21M | $5.51M | - | $291,758.78 | 5.6% | -2.472% |
| DRVN Driven Brands Holdings Inc. | 621,971 | $7.84M | $8.05M | - | $205,250.68 | 2.62% | +0.622% |
 EEFT Euronet Worldwide, Inc. | 204,500 | $15.3M | $14.97M | - | -$325,755.21 | -2.13% | -1.388% |
| EFXT Enerflex Ltd. | 24,000 | $502,080 | $538,800 | - | $36,720 | 7.31% | +4.516% |
 FRMI Fermi Inc. | 243,500 | $2.23M | $1.56M | - | -$672,060 | -30.13% | -3.03% |
| GEL Genesis Energy L.P. | 49,515 | $776,890.39 | $783,327.3 | - | $6,436.91 | 0.83% | +0.7% |
 GLASF Glass House Brands Inc. | 611,000 | $7.94M | $6.59M | - | -$1.35M | -17% | -8.637% |
| GSM Ferroglobe PLC | 3.57M | $20.13M | $15.65M | - | -$4.47M | -22.21% | +0.228% |
| JBI Janus International Group, Inc. | 826,983 | $4.73M | $4.23M | - | -$500,555.17 | -10.59% | +1.59% |
 LFCR Lifecore Biomedical, Inc. | 103,000 | $462,629.47 | $486,160 | - | $23,530.53 | 5.09% | -0.211% |
| MGNI Magnite, Inc. | 1.16M | $15.77M | $28.8M | - | $13.03M | 82.64% | +0.61% |
| OLN Olin Corporation | 395,094 | $11.19M | $7.55M | - | -$3.64M | -32.54% | +0.21% |
| REAX Real Brokerage Inc. | 485,828.9 | $11.31M | $11.66M | - | $353,274.1 | 3.12% | 0.0 |
| RYZ Ryerson Holding Corporation | 248,007 | $5.67M | $7.18M | - | $1.51M | 26.6% | +0.277% |
| XPOF Xponential Fitness Inc. | 1.17M | $9.37M | $5.71M | - | -$3.66M | -39.08% | 0.0 |
No Data
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 Kyle Mowery?
The largest contributions to the portfolio's profits come from the following stocks: Magnite, Inc - $8.04M, Amn Healthcare Services Inc - $3.51M, Pathward Financial, Inc - $3.45M, Cogent Communications Holdings, Inc - $2.03M, and Ardagh Metal Packaging S.A - $1.72M. 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: Green Plains Inc - $8.72M, Orion S.A - $8.55M, Perrigo Company plc - $4.42M, Opal Fuels Inc - $3.79M, and Xperi Inc - $3.13M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kyle Mowery's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.71M earned over time. The largest contributors to dividend income include Ardagh Metal Packaging S.A - $1.19M, Perrigo Company plc - $699,716.1, Ferroglobe PLC - $540,544.46, Genesis Energy L.P - $449,580.5, and Olin Corporation - $262,237.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kyle Mowery's monthly returns?
Kyle Mowery'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 Kyle Mowery's strategy be considered aggressive or moderate?
Kyle Mowery'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 Kyle Mowery's strategy?
Kyle Mowery's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
