Clay Dunnagan Portfolio
Invests via ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | Managed by Clay Dunnagan
Invests via ANCHOR CAPITAL MANAGEMENT COMPANY, LLC
Managed by Clay Dunnagan
Automatically Tracked
Clay Dunnagan Profile
Veteran technology operator and investor focused on enterprise software and SaaS growth, with operating leadership across product and go-to-market functions. Clay Dunnagan brings experience scaling startups and advising venture-backed teams, concentrating on metrics-driven revenue expansion, customer retention, and strategic M&A. Common roles include executive operator, board advisor and seed/early-stage investor supporting B2B SaaS founders.
Veteran technology operator and investor focused on enterprise software and SaaS growth, with operating leadership across product and go-to-market functions. Clay Dunnagan brings experience scaling startups and advising venture-backed teams, concentrating on metrics-driven revenue expansion, customer retention, and strategic M&A. Common roles include executive operator, board advisor and seed/early-stage investor supporting B2B SaaS founders.
Investment Philosophy & Strategy
Prioritizes durable B2B SaaS winners by combining operator-grade diligence with growth-stage playbooks. Focuses on metrics-driven underwriting—ARR unit economics, retention cohorts, CAC payback—and favors capital deployed to product-led expansion, land-and-expand GTM, and customer success investments. Uses active value-add: temporary operating roles, board guidance, and founder coaching to accelerate scaling while screening for repeatable revenue models, high gross margins, and M&A optionality. Typical horizon is multi-year with disciplined downside protection and staged capital tranches.
Prioritizes durable B2B SaaS winners by combining operator-grade diligence with growth-stage playbooks. Focuses on metrics-driven underwriting—ARR unit economics, retention cohorts, CAC payback—and favors capital deployed to product-led expansion, land-and-expand GTM, and customer success investments. Uses active value-add: temporary operating roles, board guidance, and founder coaching to accelerate scaling while screening for repeatable revenue models, high gross margins, and M&A optionality. Typical horizon is multi-year with disciplined downside protection and staged capital tranches.
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:
-2.08%
Gain -1.08%
Monthly
-0.07%
Yearly
-0.78%
Drawdown
27%
$84.02M
Equity
Holdings
$84.02M
Investment
$98.21M
-$3.79M
Profit -$1.02M
Realized
$10.41M
Unrealized
-$14.2M
Dividends
$2.08M
Goals
Avg. 16.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.08%
Profit
-$1.02M
Win %
14%
This Week
Compared To Last Week
Gain
-1.2%
Profit
-$1.02M
Win %
14%
This Month
Compared to last month
Gain
-3.83%
Profit
-$3.35M
Win %
14%
This Year
Compared to last year
Gain
-13.35%
Profit
-$12.94M
Win %
51%
Events
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Dividends
Dividend Analysis
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| Trades 82 | Longs Won 39/82 47% | Profit Factor 0.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.69M |
| Average Win $1.13M | Best Trade (Sep 30) $4.86M | Sharpe Ratio -8.76 |
| Average Loss -$1.11M | Worst Trade (Dec 30) -$6.36M | Z-Score -2.09 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 4d | Expectancy -$46,214.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 76 | 68 | 61 | 53 | 45 | 38 | 30 | 23 | 15 | 8 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 BBCP Concrete Pumping Holdings, Inc. | 267,289 | $3.22M | $2.57M | - | -$654,857.6 | -20.33% | +1.803% |
 CVLG Covenant Logistics Group Inc. | 161,078 | $7.12M | $5.62M | - | -$1.49M | -21% | +0.663% |
 HLMN Hillman Solutions Corp. | 2.57M | $21.38M | $22.4M | - | $1.02M | 4.75% | -1.136% |
 JBI Janus International Group, Inc. | 1.91M | $14M | $9.76M | - | -$4.24M | -30.29% | +1.59% |
 MGRC McGrath RentCorp | 192,426 | $21.49M | $23.53M | - | $2.04M | 9.48% | +1.494% |
 PAL Proficient Auto Logistics, Inc. | 464,292 | $3.16M | $2.55M | - | -$608,222.98 | -19.24% | +0.365% |
 PATK Patrick Industries Inc. | 155,036 | $13.92M | $13.34M | - | -$576,734.15 | -4.14% | -0.463% |
 RXO Rxo Inc. | 504,800 | $13.93M | $11.87M | - | -$2.05M | -14.75% | +0.858% |
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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 Clay Dunnagan?
The largest contributions to the portfolio's profits come from the following stocks: Lindblad Expeditions Holdings Inc - $13.33M, Patrick Industries Inc - $9.32M, Standex International Corporation - $8.03M, Air Transport Services Group, Inc - $7.2M, and Knowles Corporation - $3M. 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: Iridium Communications Inc - $13.98M, Vital Farms Inc - $9.09M, Janus International Group, Inc - $3.26M, Energy Recovery Inc - $1.67M, and Unisys Corporation - $1.52M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Clay Dunnagan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.08M earned over time. The largest contributors to dividend income include Iridium Communications Inc - $793,935.46, Patrick Industries Inc - $676,036.29, McGrath RentCorp - $429,575.32, and Standex International Corporation - $182,737.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Clay Dunnagan's monthly returns?
Clay Dunnagan's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Clay Dunnagan's strategy be considered aggressive or moderate?
Clay Dunnagan'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 Clay Dunnagan's strategy?
Clay Dunnagan'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.
