LW
Luther Williams Portfolio
Invests via VeriStar Capital Management LP | Managed by Luther Williams
Invests via VeriStar Capital Management LP
Managed by Luther Williams
Automatically Tracked
Luther Williams Profile
Luther Williams has established himself as a prominent figure in the financial services industry, recognized for his strategic insights and leadership capabilities. With extensive experience spanning corporate finance and operational management, he has successfully navigated complex market landscapes. His involvement extends to driving growth initiatives within organizations seeking to enhance performance and profitability. Additionally, he plays a pivotal role in shaping capital allocation decisions that align with overarching business goals. Williams' collaborative approach fosters meaningful partnerships across sectors, making him a valuable asset in both entrepreneurial ventures and large-scale corporations.
Luther Williams has established himself as a prominent figure in the financial services industry, recognized for his strategic insights and leadership capabilities. With extensive experience spanning corporate finance and operational management, he has successfully navigated complex market landscapes. His involvement extends to driving growth initiatives within organizations seeking to enhance performance and profitability. Additionally, he plays a pivotal role in shaping capital allocation decisions that align with overarching business goals. Williams' collaborative approach fosters meaningful partnerships across sectors, making him a valuable asset in both entrepreneurial ventures and large-scale corporations.
Investment Philosophy & Strategy
With a keen eye for identifying growth opportunities, Luther Williams focuses on driving innovation and enhancing operational efficiencies within organizations. His entrepreneurial mindset positions him to navigate competitive landscapes effectively while fostering strategic partnerships that bolster performance. Drawing upon his substantial experience in corporate finance, he emphasizes capital efficiency as a means to elevate investment returns and create sustainable value. This dual focus on execution excellence and market responsiveness allows him to cultivate resilient business models capable of adapting to evolving demands.
With a keen eye for identifying growth opportunities, Luther Williams focuses on driving innovation and enhancing operational efficiencies within organizations. His entrepreneurial mindset positions him to navigate competitive landscapes effectively while fostering strategic partnerships that bolster performance. Drawing upon his substantial experience in corporate finance, he emphasizes capital efficiency as a means to elevate investment returns and create sustainable value. This dual focus on execution excellence and market responsiveness allows him to cultivate resilient business models capable of adapting to evolving demands.
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:
30.51%
Gain +0.36%
Monthly
0.76%
Yearly
9.49%
Drawdown
13.66%
$0
Equity
Holdings
$0
Investment
$0
$28.33M
Profit +$428,915.66
Realized
$28.33M
Unrealized
$0
Dividends
$3.13M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$428,915.66
Win %
50%
This Week
Compared To Last Week
Gain
4.2%
Profit
$2.26M
Win %
50%
This Month
Compared to last month
Gain
5.48%
Profit
$2.91M
Win %
50%
This Year
Compared to last year
Gain
2.48%
Profit
$1.36M
Win %
54%
GDDY Godaddy Inc.
+$11.69M
BKNG Booking Holdings Inc.
+$11.11M
PWR Quanta Services Inc.
+$5.65M
EIX Edison International
+$5.18M
FISV Fiserv, Inc.
+$4.47M
USFD US Foods Holding Corp
+$4.4M
FBIN Fortune Brands Innovations Inc.
+$3.07M
LW Lamb Weston Holdings, Inc.
+$2.78M
MOH Molina Healthcare Inc.
+$2.41M
FIS Fidelity National Information Services, Inc.
+$1.68M
IART Integra LifeSciences Holdings Corporation
+$1.44M
MBC MasterBrand, Inc.
+$54,929
DOOR Masonite International Corp
+$3,885.22
UNVR Univar Inc
+$2,463.05
ST Sensata Technologies Holding plc
-$6.35M
WWW Wolverine World Wide Inc.
-$4.64M
HUM Humana Inc.
-$3.43M
FTDR Frontdoor, Inc.
-$2.46M
DNB Dun & Bradstreet Holdings, Inc.
-$2.08M
CNC Centene Corporation
-$1.31M
ALGN Align Technology, Inc.
-$1.3M
IQV IQVIA Holdings Inc.
-$529,193.64
HXL Hexcel Corporation
-$517,477.44
ASH Ashland Inc.
-$376,461
CNM Core & Main Inc.
-$315,450.2
SYY Sysco Corporation
-$238,443.17
BRKR Bruker Corporation
-$40,768
LEN Lennar Corporation
-$40,003
ARNC Arconic Inc
-$2,798.62
Events
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Dividends
Dividend Analysis
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| Trades 141 | Longs Won 89/141 63% | Profit Factor 1.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $624,066.51 | Best Trade (Sep 30) $5.59M | Sharpe Ratio -8.52 |
| Average Loss -$545,593.2 | Worst Trade (Dec 30) -$3.17M | Z-Score -1.3 (80.75%) |
| Commissions $0 | Avg. Trade Length 1y 4d | Expectancy $200,951.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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FAQ
Which stocks have generated the highest profits for Luther Williams?
The largest contributions to the portfolio's profits come from the following stocks: Godaddy Inc - $11.69M, Booking Holdings Inc - $11.11M, Quanta Services Inc - $5.65M, Edison International - $5.18M, and Fiserv, Inc - $4.47M. 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: Sensata Technologies Holding plc - $6.35M, Wolverine World Wide Inc - $4.64M, Humana Inc - $3.43M, Frontdoor, Inc - $2.46M, and Dun & Bradstreet Holdings, Inc - $2.08M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Luther Williams's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.13M earned over time. The largest contributors to dividend income include Edison International - $1.22M, Lamb Weston Holdings, Inc - $478,768.85, Sensata Technologies Holding plc - $323,342.16, Sysco Corporation - $221,042.83, and Fidelity National Information Services, Inc - $215,947.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Luther Williams's monthly returns?
Luther Williams'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 Luther Williams's strategy be considered aggressive or moderate?
It is difficult to clearly classify Luther Williams's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Luther Williams's strategy?
It is difficult to determine whether Luther Williams's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
