GWI
Griffith & Werner Inc. Portfolio
Invests via Griffith & Werner Inc. | Managed by Griffith & Werner, Inc., Gregory S. Phelps, Weslee D. Williams, J. Chance Beck
Invests via Griffith & Werner Inc.
Managed by Griffith & Werner, Inc., Gregory S. Phelps, Weslee D. Williams, J. Chance Beck
Automatically Tracked
Company Profile
Regional industrial distributor focused on chemical and safety products for manufacturing and municipal customers, serving as a B2B supply-chain specialist. Griffith & Werner Inc. operates inventory-intensive distribution, offering private-label products, maintenance contracts and just-in-time logistics. Investment relevance: stable cash flow, margin leverage from scale, acquisitive roll-up potential and defensive demand from essential services. Capital needs center on working capital and bolt-on M&A financing.
Regional industrial distributor focused on chemical and safety products for manufacturing and municipal customers, serving as a B2B supply-chain specialist. Griffith & Werner Inc. operates inventory-intensive distribution, offering private-label products, maintenance contracts and just-in-time logistics. Investment relevance: stable cash flow, margin leverage from scale, acquisitive roll-up potential and defensive demand from essential services. Capital needs center on working capital and bolt-on M&A financing.
Investment Philosophy & Strategy
Focuses on predictable, cash-generative distribution businesses in industrial chemicals and safety products, prioritizing steady margin expansion through scale, private-label mix and service contracts. Capital allocation emphasizes working-capital efficiency, reinvestment to support JIT logistics and disciplined bolt‑on acquisitions to consolidate regional supply chains. Underwriting favors defensive end-markets, inventory-lighting improvements, and accretive deals with clear synergies; horizon is medium-to-long term with conservative leverage and cash-flow-driven risk controls.
Focuses on predictable, cash-generative distribution businesses in industrial chemicals and safety products, prioritizing steady margin expansion through scale, private-label mix and service contracts. Capital allocation emphasizes working-capital efficiency, reinvestment to support JIT logistics and disciplined bolt‑on acquisitions to consolidate regional supply chains. Underwriting favors defensive end-markets, inventory-lighting improvements, and accretive deals with clear synergies; horizon is medium-to-long term with conservative leverage and cash-flow-driven risk controls.
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:
3.68%
Gain
Monthly
0.19%
Yearly
2.37%
Drawdown
20.55%
$220.26M
Equity
Holdings
$220.26M
Investment
$182.04M
$43.8M
Profit -$499,871.37
Realized
$5.57M
Unrealized
$38.23M
Dividends
$5.06M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$499,871.37
Win %
81%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$368,946.85
Win %
81%
This Month
Compared to last month
Gain
1.2%
Profit
$2.6M
Win %
81%
This Year
Compared to last year
Gain
9.15%
Profit
$18.46M
Win %
80%
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XJUL FT Vest US Equity Enhanced Fund
+0.01%
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SQMX FT Cboe Vest U.S. Equity Buffer ETF - Quarterly Series August
0%
$0 
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-$6,625.12 
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-0.71%
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-0.71%
-$1,731.6 
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-0.69%
-$33,256.84 
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-0.46%
-$17,338.8 
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-0.42%
-$1,971 
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-0.42%
-$2,103.62 
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Dividends
Dividend Analysis
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| Trades 298 | Longs Won 235/298 78% | Profit Factor 13.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $447,909.8 |
| Average Win $200,903.02 | Best Trade (Jul 10) $4.3M | Sharpe Ratio -11.49 |
| Average Loss -$54,183.34 | Worst Trade (Jul 17) -$733,826.16 | Z-Score 16.76 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $146,975.37 |
| 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 | 4,065 | 3,659 | 3,252 | 2,846 | 2,439 | 2,033 | 1,626 | 1,220 | 813 | 407 |
Hover over the desired column for a detailed explanation.
Returns
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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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