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:
-5.09%
Gain
Monthly
-0.28%
Yearly
-3.33%
Drawdown
27.65%
$133.48M
Equity
Holdings
$133.48M
Investment
$123.47M
$3.96M
Profit -$4.15M
Realized
-$6.05M
Unrealized
$10.01M
Dividends
$3.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$4.15M
Win %
65%
This Week
Compared To Last Week
Gain
-3.05%
Profit
-$4.2M
Win %
65%
This Month
Compared to last month
Gain
-0.77%
Profit
-$1.04M
Win %
65%
This Year
Compared to last year
Gain
14.23%
Profit
$16.63M
Win %
64%
TALO Talos Energy Inc.
+5.31%
+$7,500 
SDRL Seadrill Limited
+1.8%
+$41,800 
MSGS Madison Square Garden Sports Corp.
+1.41%
+$17,859.55 
MTN Vail Resorts, Inc.
+1.27%
+$75,600 
BHR-PB Braemar Hotels & Resorts Inc.
+1.18%
+$8,250 
CALY BlackRock Short-Term California Muni Bond ETF
+1.18%
+$13,800 
KRP Kimbell Royalty Partners, LP
+1.05%
+$61,620.87 
AESI Atlas Energy Solutions Inc.
+0.51%
+$9,100 
UHAL-B U-Haul Holding Company
+0.35%
+$13,634.77 
UHAL U-Haul Holding Company
+0.21%
+$11,880.45 
ARLP Alliance Resource Partners, L.P.
+0.16%
+$5,962.56 
SATS EchoStar Corporation
+0.14%
+$650 
G3643J108
0%
$0 
GDEN Golden Entertainment Inc.
0%
$0 
IGT International Game Technology PLC
0%
$0 
GAU Galiano Gold Inc.
-3.12%
-$5,500 
FUN Six Flags Entertainment Corporation
-2.77%
-$34,125 
HTZ Hertz Global Holdings, Inc.
-2.67%
-$1,000 
UBER Uber Technologies, Inc.
-2.53%
-$28,123.5 
MTCH Match Group, Inc.
-2.41%
-$29,100 
LYFT Lyft Inc.
-2.13%
-$37,400 
IAC People Incorporated
-2.06%
-$159,800 
KGS Kodiak Gas Services Inc.
-1.9%
-$59,976.25 
WH Wyndham Hotels & Resorts, Inc.
-1.85%
-$51,100 
WYNN Wynn Resorts, Limited
-1.84%
-$45,022.5 
RRR Red Rock Resorts Inc.
-1.82%
-$60,750 
PENN PENN Entertainment, Inc.
-1.74%
-$238,058 
CHDN Churchill Downs Incorporated
-1.65%
-$135,999.27 
PRKS United Parks & Resorts Inc.
-1.58%
-$131,865 
IBIT iShares Bitcoin Trust
-1.42%
-$10,300 
ACEL Accel Entertainment Inc.
-1.37%
-$22,792.61 
RJET Republic Airways Holdings Inc.
-1.22%
-$26,076.85 
KMX CarMax Inc.
-1.18%
-$6,900 
BHR Braemar Hotels & Resorts Inc.
-0.98%
-$2,987.6 
VIK Viking Holdings Ltd
-0.96%
-$18,800 
BYD Boyd Gaming Corporation
-0.81%
-$7,300 
LVS Las Vegas Sands Corp.
-0.77%
-$3,500 
MGM MGM Resorts International
-0.67%
-$31,500 
FLL Full House Resorts Inc.
-0.6%
-$10,723.45 
LIND Lindblad Expeditions Holdings Inc.
-0.53%
-$2,017.39 
H Hyatt Hotels Corporation
-0.31%
-$17,700 
GLPI Gaming and Leisure Properties, Inc.
-0.22%
-$13,387.4 
CZR Caesars Entertainment, Inc.
-0.08%
-$3,927.78 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.03%
-$400 Events
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Dividends
Dividend Analysis
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| Trades 175 | Longs Won 91/175 52% | Profit Factor 1.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $531,192.39 |
| Average Win $275,918.66 | Best Trade (Mar 31) $2.37M | Sharpe Ratio -803.93 |
| Average Loss -$251,729.05 | Worst Trade (Dec 30) -$3.93M | Z-Score 1.08 (72.18%) |
| Commissions $0 | Avg. Trade Length 9m 2w 5d | Expectancy $22,647.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 530 | 477 | 424 | 371 | 318 | 265 | 212 | 159 | 106 | 53 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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