Timothy Caffrey Portfolio
Invests via Orvieto Partners LP | Managed by Michael James Tucker, Timothy Caffrey
Invests via Orvieto Partners LP
Managed by Michael James Tucker, Timothy Caffrey
Automatically Tracked
Seasoned investor and operational executive focused on healthcare and technology growth-stage companies. Timothy Caffrey brings experience in corporate development, private equity and venture investing, sourcing deals and scaling commercial operations for portfolio firms. They have led M&A, strategic partnerships and capital raises, and often sits on board committees guiding go-to-market and reimbursement strategies. Known for cross-functional leadership spanning finance, business development and product commercialization, they are a pragmatic value creator for sponsors and limited partners seeking growth-with-governance exposure.
Seasoned investor and operational executive focused on healthcare and technology growth-stage companies. Timothy Caffrey brings experience in corporate development, private equity and venture investing, sourcing deals and scaling commercial operations for portfolio firms. They have led M&A, strategic partnerships and capital raises, and often sits on board committees guiding go-to-market and reimbursement strategies. Known for cross-functional leadership spanning finance, business development and product commercialization, they are a pragmatic value creator for sponsors and limited partners seeking growth-with-governance exposure.
Investment Philosophy & Strategy
Seasoned investor and operational executive focused on healthcare and technology growth-stage companies. Timothy Caffrey brings experience in corporate development, private equity and venture investing, sourcing deals and scaling commercial operations for portfolio firms. They have led M&A, strategic partnerships and capital raises, and often sits on board committees guiding go-to-market and reimbursement strategies. Known for cross-functional leadership spanning finance, business development and product commercialization, they are a pragmatic value creator for sponsors and limited partners seeking growth-with-governance exposure.
Seasoned investor and operational executive focused on healthcare and technology growth-stage companies. Timothy Caffrey brings experience in corporate development, private equity and venture investing, sourcing deals and scaling commercial operations for portfolio firms. They have led M&A, strategic partnerships and capital raises, and often sits on board committees guiding go-to-market and reimbursement strategies. Known for cross-functional leadership spanning finance, business development and product commercialization, they are a pragmatic value creator for sponsors and limited partners seeking growth-with-governance exposure.
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:
-14.02%
Gain -0.67%
Monthly
-0.7%
Yearly
-8.08%
Drawdown
27.95%
$119.88M
Equity
Holdings
$119.88M
Investment
$126.33M
-$17.51M
Profit -$787,699.76
Realized
-$11.05M
Unrealized
-$6.45M
Dividends
$4.28M
Goals
Avg. 16.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$787,699.76
Win %
29%
This Week
Compared To Last Week
Gain
0.14%
Profit
$162,779.16
Win %
29%
This Month
Compared to last month
Gain
1.36%
Profit
$1.53M
Win %
29%
This Year
Compared to last year
Gain
-13.36%
Profit
-$17.6M
Win %
38%
TALO Talos Energy Inc.
+4.59%
+$7,800 
BHR Braemar Hotels & Resorts Inc.
+4.32%
+$5,962.8 
WHK WhiteHawk Minerals Corp.
+3.69%
+$27,749.97 
GAU Galiano Gold Inc.
+3.2%
+$7,000 
CRC California Resources Corp
+2.22%
+$11,800 
KRP Kimbell Royalty Partners, LP
+2.16%
+$137,156.13 
ARLP Alliance Resource Partners, L.P.
+2.06%
+$77,513.28 
SDRL Seadrill Limited
+2.02%
+$23,375 
KMX CarMax Inc.
+1.41%
+$11,100 
NINE Nine Energy Service Inc.
+0.96%
+$6,444.72 
FLL Full House Resorts Inc.
+0.93%
+$7,148.97 
BHR-PB Braemar Hotels & Resorts Inc.
+0.59%
+$3,750 
VICI Vici Properties Inc.
+0.55%
+$6,388.85 
GLPI Gaming and Leisure Properties, Inc.
+0.54%
+$28,113.27 
WH Wyndham Hotels & Resorts, Inc.
+0.28%
+$10,750 
H Hyatt Hotels Corporation
+0.15%
+$7,500 
IGT International Game Technology PLC
0%
$0 
FUN Six Flags Entertainment Corporation
-5.21%
-$35,600 
AESI Atlas Energy Solutions Inc.
-4.46%
-$78,200 
PPLI People Incorporated
-3.46%
-$132,050 
MGM MGM Resorts International
-3.05%
-$90,000 
RRR Red Rock Resorts Inc.
-2.38%
-$66,000 
NCLH Norwegian Cruise Line Holdings Ltd.
-2.31%
-$35,500 
PTON Peloton Interactive, Inc.
-1.97%
-$21,525 
MSGS Madison Square Garden Sports Corp.
-1.9%
-$25,042.55 
PENN PENN Entertainment, Inc.
-1.84%
-$112,952 
WYNN Wynn Resorts, Limited
-1.79%
-$113,160 
ACEL Accel Entertainment Inc.
-1.72%
-$30,179.22 
CZR Caesars Entertainment, Inc.
-1.54%
-$60,750 
RJET Republic Airways Holdings Inc.
-1.53%
-$20,650.42 
BYD Boyd Gaming Corporation
-1.34%
-$9,500 
UBER Uber Technologies, Inc.
-1.29%
-$9,200 
MTN Vail Resorts, Inc.
-1.26%
-$111,940.58 
KGS Kodiak Gas Services Inc.
-1.21%
-$16,228.98 
PSUS Pershing Square USA Ltd.
-1.14%
-$17,200 
IBIT iShares Bitcoin Trust
-0.94%
-$8,800 
UHAL-B U-Haul Holding Company
-0.88%
-$38,224.8 
LVS Las Vegas Sands Corp.
-0.85%
-$3,250 
PRKS United Parks & Resorts Inc.
-0.79%
-$31,200 
UHAL U-Haul Holding Company
-0.7%
-$20,567.2 
VIK Viking Holdings Ltd
-0.63%
-$10,600 
CHDN Churchill Downs Incorporated
-0.58%
-$68,932 Events
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Dividends
Dividend Analysis
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| Trades 201 | Longs Won 80/201 39% | Profit Factor 0.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $459,830.15 |
| Average Win $227,023.8 | Best Trade (Mar 31) $2.37M | Sharpe Ratio -355.97 |
| Average Loss -$246,715.3 | Worst Trade (Dec 30) -$3.93M | Z-Score -3.37 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy -$87,090.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 486 | 437 | 389 | 340 | 292 | 243 | 194 | 146 | 97 | 49 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACEL Accel Entertainment Inc. | 158,838 | $1.77M | $1.73M | - | -$46,844.53 | -2.64% | -1.718% |
| AESI Atlas Energy Solutions Inc. | 170,000 | $2.28M | $1.67M | - | -$601,500 | -26.43% | -4.462% |
| ARLP Alliance Resource Partners, L.P. | 149,064 | $3.51M | $3.83M | - | $325,478.41 | 9.28% | +2.064% |
| BHR Braemar Hotels & Resorts Inc. | 99,380 | $289,288.45 | $144,101 | - | -$145,187.45 | -50.19% | +4.317% |
| BHR-PB Braemar Hotels & Resorts Inc. | 50,000 | $721,500 | $643,500 | - | -$78,000 | -10.81% | +0.586% |
| BYD Boyd Gaming Corporation | 10,000 | $725,400 | $700,200 | - | -$25,200 | -3.47% | -1.339% |
| CHDN Churchill Downs Incorporated | 145,120 | $13.99M | $11.85M | - | -$2.14M | -15.29% | -0.578% |
| CRC California Resources Corp | 10,000 | $528,700 | $543,300 | - | $14,600 | 2.76% | +2.22% |
| CZR Caesars Entertainment, Inc. | 135,000 | $3.54M | $3.89M | - | $347,652.36 | 9.82% | -1.538% |
| FLL Full House Resorts Inc. | 714,897 | $2.52M | $779,237.73 | - | -$1.74M | -69.06% | +0.926% |
| FUN Six Flags Entertainment Corporation | 80,000 | $1.47M | $648,400 | - | -$824,850 | -55.99% | -5.205% |
| GAU Galiano Gold Inc. | 100,000 | $219,000 | $226,000 | - | $7,000 | 3.2% | +3.196% |
| GLPI Gaming and Leisure Properties, Inc. | 133,874 | $6.19M | $5.26M | - | -$932,657.62 | -15.06% | +0.537% |
| H Hyatt Hotels Corporation | 30,000 | $4.29M | $5.07M | - | $789,000 | 18.41% | +0.148% |
| IBIT iShares Bitcoin Trust | 20,000 | $1.04M | $923,000 | - | -$121,000 | -11.59% | -0.944% |
| IGT International Game Technology PLC | 837,820 | $13.68M | $14.8M | - | $1.11M | 8.13% | 0.0 |
| KGS Kodiak Gas Services Inc. | 27,981 | $1.1M | $1.32M | - | $217,678.39 | 19.72% | -1.213% |
| KMX CarMax Inc. | 15,000 | $650,850 | $800,400 | - | $149,550 | 22.98% | +1.406% |
| KRP Kimbell Royalty Partners, LP | 397,554 | $5.98M | $6.47M | - | $490,715.67 | 8.2% | +2.164% |
| LVS Las Vegas Sands Corp. | 10,000 | $474,350 | $379,950 | - | -$94,400 | -19.9% | -0.848% |
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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 Timothy Caffrey?
The largest contributions to the portfolio's profits come from the following stocks: Kodiak Gas Services Inc - $2.75M, EchoStar Corporation - $1.25M, BlackRock Short-Term California Muni Bond ETF - $1.21M, Kimbell Royalty Partners, LP - $943,444.85, and Wynn Resorts, Limited - $816,900. 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: Six Flags Entertainment Corporation - $4.38M, Churchill Downs Incorporated - $1.39M, Gambling.com Group Ltd - $1.3M, Flowco Holdings Inc - $1.16M, and g3643j108 - $791,630. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy Caffrey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.28M earned over time. The largest contributors to dividend income include Kimbell Royalty Partners, LP - $1.22M, Kodiak Gas Services Inc - $581,117.87, Gaming and Leisure Properties, Inc - $509,096.8, Vail Resorts, Inc - $395,160, and Alliance Resource Partners, L.P - $372,556.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy Caffrey's monthly returns?
Timothy Caffrey'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 Timothy Caffrey's strategy be considered aggressive or moderate?
Timothy Caffrey'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 Timothy Caffrey's strategy?
Timothy Caffrey'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.
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