SK
Sheena Koshy Portfolio
Invests via Steadfast Capital Management LP | Managed by Sheena Koshy
Invests via Steadfast Capital Management LP
Managed by Sheena Koshy
Automatically Tracked
Sheena Koshy Profile
Sheena Koshy stands out as a dynamic investor-operator with significant contributions across the technology and consumer sectors. With a strong background in founding innovative startups, she has leveraged her operational expertise to scale businesses efficiently. Her experience encompasses various stages of company growth, making her an adept strategist in identifying market opportunities and driving organizational development. Active within investment circles, Koshy not only navigates complex deal structures but also champions transformative initiatives that enhance competitive positioning in rapidly evolving landscapes. Her multifaceted approach underscores her commitment to fostering entrepreneurship and sustainable business practices.
Sheena Koshy stands out as a dynamic investor-operator with significant contributions across the technology and consumer sectors. With a strong background in founding innovative startups, she has leveraged her operational expertise to scale businesses efficiently. Her experience encompasses various stages of company growth, making her an adept strategist in identifying market opportunities and driving organizational development. Active within investment circles, Koshy not only navigates complex deal structures but also champions transformative initiatives that enhance competitive positioning in rapidly evolving landscapes. Her multifaceted approach underscores her commitment to fostering entrepreneurship and sustainable business practices.
Investment Philosophy & Strategy
Focusing on innovation and operational improvement, Sheena Koshy employs her unique blend of entrepreneurial spirit and investment acumen to identify disruptive opportunities. By leveraging her extensive network within the technology and consumer sectors, she seeks out ventures with scalable business models that promise significant growth. Her hands-on experience in startup environments informs her approach, allowing for a nuanced understanding of market dynamics and strategic execution. This combination positions Koshy to not only uncover lucrative prospects but also drive value creation through effective management practices.
Focusing on innovation and operational improvement, Sheena Koshy employs her unique blend of entrepreneurial spirit and investment acumen to identify disruptive opportunities. By leveraging her extensive network within the technology and consumer sectors, she seeks out ventures with scalable business models that promise significant growth. Her hands-on experience in startup environments informs her approach, allowing for a nuanced understanding of market dynamics and strategic execution. This combination positions Koshy to not only uncover lucrative prospects but also drive value creation through effective management practices.
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:
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$631.17B
Equity
Holdings
$631.17B
Investment
$631.12B
$43.7M
Profit -$217,119.68
Realized
$0
Unrealized
$43.7M
Dividends
$20.06M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
-$217,119.68
Win %
77%
This Week
Compared To Last Week
Gain
0%
Profit
-$217,119.68
Win %
77%
This Month
Compared to last month
Gain
0%
Profit
$1.39M
Win %
77%
This Year
Compared to last year
Gain
0%
Profit
$1.61M
Win %
77%
STAR iStar Inc
+2%
+$2,072.59 
KMI Kinder Morgan, Inc.
+1.02%
+$131,237.7 
PCG PG&E Corporation
+0.87%
+$10,321.95 
SAH Sonic Automotive Inc.
+0.76%
+$12,362.4 
THC Tenet Healthcare Corporation
+0.71%
+$9,245.57 
MCY Mercury General Corporation
+0.38%
+$12,498.8 
02660M108
0%
$0 
22748P105
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$0 
302125109
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43357B104
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$0 
441815107
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52602Q105
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AFCE
0%
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ATMI
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BBRY
0%
$0 
BEAS
0%
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BUCA
0%
$0 
CKH SEACOR Holdings Inc
0%
$0 
CPTS
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CVG
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EP
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FLSH
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FWHT
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MCGC
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MEL
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MXGL
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NASDAQ100
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NTHWQ
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PLX
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POOL
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PPD
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PTP
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PTZ
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PXP
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REXI Resource America, Inc.
0%
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ROXI
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TWKGQ
0%
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WSC
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Events
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Dividends
Dividend Analysis
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| Trades 45 | Longs Won 10/45 22% | Profit Factor 155.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.9M |
| Average Win $4.4M | Best Trade (Jul 20) $11.83M | Sharpe Ratio 0 |
| Average Loss -$8,061.4 | Worst Trade (Jul 20) -$282,148.86 | Z-Score -2.67 (100%) |
| Commissions $0 | Avg. Trade Length 23y 6m 3w 6d | Expectancy $971,197.21 |
| 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 | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
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Returns
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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 Sheena Koshy?
The largest contributions to the portfolio's profits come from the following stocks: iStar Inc - $10M, Kinder Morgan, Inc - $4.92M, Mercury General Corporation - $1.54M, PG&E Corporation - $1.51M, and Halliburton Company - $791,376.85. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Sheena Koshy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.06M earned over time. The largest contributors to dividend income include iStar Inc - $10M, Kinder Morgan, Inc - $4.92M, Mercury General Corporation - $1.54M, PG&E Corporation - $1.51M, and Halliburton Company - $791,376.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sheena Koshy's monthly returns?
Sheena Koshy's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Sheena Koshy's strategy be considered aggressive or moderate?
Sheena Koshy's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Sheena Koshy's strategy?
Sheena Koshy's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
