Jill R. Seidman Portfolio
Invests via Expect Equity LLC | Managed by Jill R. Seidman
Invests via Expect Equity LLC
Managed by Jill R. Seidman
Automatically Tracked
Jill R. Seidman Profile
Seasoned investor and board director with operational and finance experience, Jill R. Seidman has worked across private equity, growth investing and corporate strategy, advising companies in healthcare, technology and financial services. Known for governance, portfolio management and M&A oversight, she focuses on scaling revenue models, capital structure optimization and exit preparedness for founder-led and PE-backed businesses.
Seasoned investor and board director with operational and finance experience, Jill R. Seidman has worked across private equity, growth investing and corporate strategy, advising companies in healthcare, technology and financial services. Known for governance, portfolio management and M&A oversight, she focuses on scaling revenue models, capital structure optimization and exit preparedness for founder-led and PE-backed businesses.
Investment Philosophy & Strategy
Combines operational rigor and finance discipline to back founder-led and PE-backed companies in healthcare, technology and financial services. Prioritizes investments where board governance, capital-structure optimization and repeatable revenue scaling can drive exit value; targets mid-market growth and buyout opportunities where she can secure significant influence. Emphasizes measurable KPIs, staged capital deployment, active portfolio oversight and pragmatic M&A-driven exit planning on a medium-to-long time horizon.
Combines operational rigor and finance discipline to back founder-led and PE-backed companies in healthcare, technology and financial services. Prioritizes investments where board governance, capital-structure optimization and repeatable revenue scaling can drive exit value; targets mid-market growth and buyout opportunities where she can secure significant influence. Emphasizes measurable KPIs, staged capital deployment, active portfolio oversight and pragmatic M&A-driven exit planning on a medium-to-long time horizon.
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:
38.29%
Gain -0.15%
Monthly
1.72%
Yearly
22.76%
Drawdown
23.14%
$122.68M
Equity
Holdings
$122.68M
Investment
$97.38M
$33.72M
Profit -$283,368.51
Realized
$8.42M
Unrealized
$25.3M
Dividends
$1.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$283,368.51
Win %
69%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$1.28M
Win %
69%
This Month
Compared to last month
Gain
-3.59%
Profit
-$4.56M
Win %
69%
This Year
Compared to last year
Gain
17.75%
Profit
$18.49M
Win %
69%
BELFB Bel Fuse Inc.
+7.32%
+$205,292.16 
GVA Granite Construction Incorporated
+5.26%
+$66,816.2 
CACI Caci International Inc.
+4.27%
+$137,047.13 
MOD Modine Manufacturing Company
+3.69%
+$94,322.77 
LAKE Lakeland Industries Inc.
+3.26%
+$38,411.28 
ATI ATI Inc.
+3.05%
+$143,735.56 
SM SM Energy Company
+2.81%
+$85,267.34 
CHEF The Chefs' Warehouse, Inc.
+2.79%
+$80,810.34 
LMB Limbach Holdings Inc.
+2.58%
+$56,406.6 
OPCH Option Care Health Inc.
+2.54%
+$43,696.85 
RDNT RadNet Inc.
+1.74%
+$29,028.88 
VSEC VSE Corporation
+1.48%
+$38,672.28 
MKSI MKS Instruments Inc.
+1.42%
+$76,713.12 
VYX NCR Voyix Corp
+1.35%
+$18,205.99 
SARO StandardAero, Inc.
+1.14%
+$32,181.93 
TTI Tetra Technologies Inc.
+1.05%
+$1,300.24 
CNM Core & Main Inc.
+1.01%
+$20,614 
MAMA Mama's Creations Inc.
+0.99%
+$31,290.12 
FLS Flowserve Corporation
+0.89%
+$32,222.98 
HAE Haemonetics Corporation
+0.85%
+$26,658.72 
ITRI Itron Inc.
+0.82%
+$12,159.72 
LYTS Lsi Industries Inc.
+0.82%
+$27,284.76 
FHN First Horizon Corporation
+0.75%
+$32,475.94 
TIC Acuren Corporation
+0.69%
+$6,593.9 
CECO CECO Environmental Corp.
+0.53%
+$13,465.55 
CMC Commercial Metals Company
+0.45%
+$12,248.1 
CON Concentra Group Holdings Inc.
+0.1%
+$4,084.5 
EWBC East West Bancorp Inc.
+0.07%
+$2,071.35 
COLB Columbia Banking System, Inc.
+0.06%
+$2,861.3 
BIRK Birkenstock Holding plc
-4.37%
-$60,003 
NOMD Nomad Foods Ltd.
-4.11%
-$72,210.9 
AVY Avery Dennison Corporation
-2.91%
-$64,388.63 
BRKR Bruker Corporation
-2.33%
-$84,195 
LW Lamb Weston Holdings, Inc.
-1.87%
-$42,940 
EPAC Enerpac Tool Group Corp.
-1.81%
-$19,402.68 
ROCK Gibraltar Industries Inc.
-1.42%
-$38,714.87 
SYNA Synaptics Incorporated
-1.41%
-$28,690.56 
LNTH Lantheus Holdings, Inc.
-1.35%
-$43,619.28 
CUZ Cousins Properties Incorporated
-1.19%
-$46,873.38 
BV Brightview Holdings Inc.
-1.14%
-$15,072.3 
SN SharkNinja, Inc.
-0.95%
-$29,905.2 
VMD Viemed Healthcare Inc.
-0.77%
-$18,331.65 
INFU InfuSystem Holdings Inc.
-0.54%
-$4,047.3 
COO The Cooper Companies, Inc.
-0.45%
-$11,424.6 
HQY HealthEquity Inc.
-0.38%
-$5,905.2 
OSK Oshkosh Corporation
-0.36%
-$11,844.75 
ACNT Ascent Industries Co.
-0.32%
-$5,513.2 
TTMI TTM Technologies, Inc.
-0.06%
-$1,368.5 Events
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Dividends
Dividend Analysis
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| Trades 198 | Longs Won 135/198 68% | Profit Factor 4.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $470,106.29 |
| Average Win $331,578.5 | Best Trade (Aug 02) $3.21M | Sharpe Ratio -9.03 |
| Average Loss -$175,289.53 | Worst Trade (Mar 31) -$1.03M | Z-Score 4.37 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $170,302.31 |
| 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 | 700 | 630 | 560 | 490 | 420 | 350 | 280 | 210 | 140 | 70 |
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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FAQ
Which stocks have generated the highest profits for Jill R. Seidman?
The largest contributions to the portfolio's profits come from the following stocks: TTM Technologies, Inc - $2.66M, Bel Fuse Inc - $1.83M, CECO Environmental Corp - $1.77M, WNS Holdings Ltd - $1.33M, and Hasbro Inc - $1.29M. 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: Lakeland Industries Inc - $1.02M, Northern Oil and Gas Inc - $867,256.89, Integra LifeSciences Holdings Corporation - $769,076, Civitas Resources Inc - $766,372, and Kemper Corporation - $480,645.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jill R. Seidman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.95M earned over time. The largest contributors to dividend income include Columbia Banking System, Inc - $301,608.75, Cousins Properties Incorporated - $272,454.72, First Horizon Corporation - $149,483.29, Northern Oil and Gas Inc - $140,319, and Hasbro Inc - $138,120.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jill R. Seidman's monthly returns?
Jill R. Seidman'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 Jill R. Seidman's strategy be considered aggressive or moderate?
Jill R. Seidman'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 Jill R. Seidman's strategy?
Jill R. Seidman'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.
