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:
-9.39%
Gain +0.81%
Monthly
-0.32%
Yearly
-3.79%
Drawdown
33.27%
$148.27M
Equity
Holdings
$148.27M
Investment
$143.53M
-$11.58M
Profit +$995,547.83
Realized
-$16.32M
Unrealized
$4.74M
Dividends
$3.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.81%
Profit
$995,547.83
Win %
48%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$933,458.52
Win %
48%
This Month
Compared to last month
Gain
4.06%
Profit
$5.78M
Win %
48%
This Year
Compared to last year
Gain
17.4%
Profit
$21.97M
Win %
49%
ACVA ACV Auctions Inc.
+5.2%
+$281,546.27 
EFXT Enerflex Ltd.
+3.6%
+$19,920 
GSM Ferroglobe PLC
+3.46%
+$417,316.6 
OLN Olin Corporation
+3.13%
+$309,340.33 
RYZ Ryerson Holding Corporation
+2.37%
+$179,404.83 
AMN Amn Healthcare Services Inc.
+1.27%
+$311,758.17 
REAX Real Brokerage Inc.
+1.24%
+$90,607.85 
GLNG Golar LNG Ltd.
+1.07%
+$30,902.4 
OEC Orion S.A.
+0.57%
+$1,580 
JBI Janus International Group, Inc.
+0.47%
+$15,674.58 
LFCR Lifecore Biomedical, Inc.
+0.32%
+$12,412.32 
GEL Genesis Energy L.P.
+0.14%
+$1,450 
Events
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Dividends
Dividend Analysis
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| Trades 180 | Longs Won 79/180 43% | Profit Factor 0.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.28M |
| Average Win $598,390.12 | Best Trade (Sep 30) $7.26M | Sharpe Ratio -266.75 |
| Average Loss -$582,671.94 | Worst Trade (Sep 29) -$7.95M | Z-Score -1.39 (83.84%) |
| Commissions $0 | Avg. Trade Length 10m 3w 5d | Expectancy -$64,316.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 254 | 229 | 204 | 178 | 153 | 127 | 102 | 76 | 51 | 25 |
Hover over the desired column for a detailed explanation.
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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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 - $7.33M, Pathward Financial, Inc - $3.45M, Ardagh Metal Packaging S.A - $1.72M, Genesis Energy L.P - $1.64M, and Everi Holdings Inc - $1.54M. 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 - $7.92M, 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 $3.61M 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 - $439,677.5, and Olin Corporation - $183,218.8. 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 appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
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.
