MHI
Mountain Hill Investment Partners Corp Portfolio
Invests via Mountain Hill Investment Partners Corp | Managed by Andrew J. Kaiser, Michael H. Meyers
Invests via Mountain Hill Investment Partners Corp
Managed by Andrew J. Kaiser, Michael H. Meyers
Automatically Tracked
Company Profile
Privately held alternative investment manager focused on real assets and credit opportunities in the U.S. lower-middle market, Mountain Hill Investment Partners Corp deploys capital across distressed credit, special situations and structured real estate investments. The firm emphasizes value-oriented, cash-flowing assets, active asset management and opportunistic repositioning to generate risk-adjusted returns for institutional and family-office investors.
Privately held alternative investment manager focused on real assets and credit opportunities in the U.S. lower-middle market, Mountain Hill Investment Partners Corp deploys capital across distressed credit, special situations and structured real estate investments. The firm emphasizes value-oriented, cash-flowing assets, active asset management and opportunistic repositioning to generate risk-adjusted returns for institutional and family-office investors.
Investment Philosophy & Strategy
Focused on U.S. lower‑middle market real assets and credit, the firm pursues value-oriented, cash‑flowing investments across distressed credit, special situations and structured real estate. Capital deployment blends opportunistic, event-driven underwriting with active asset management and selective repositioning to enhance yields and protect downside. Investment style favors rigorous credit analysis, conservative leverage, concentrated hold periods to realize operational improvements, and alignment with institutional and family‑office investors seeking risk‑adjusted returns.
Focused on U.S. lower‑middle market real assets and credit, the firm pursues value-oriented, cash‑flowing investments across distressed credit, special situations and structured real estate. Capital deployment blends opportunistic, event-driven underwriting with active asset management and selective repositioning to enhance yields and protect downside. Investment style favors rigorous credit analysis, conservative leverage, concentrated hold periods to realize operational improvements, and alignment with institutional and family‑office investors seeking risk‑adjusted returns.
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:
46.76%
Gain -0.52%
Monthly
2.09%
Yearly
28.29%
Drawdown
20.29%
$186.02M
Equity
Holdings
$186.02M
Investment
$168.28M
$44.53M
Profit -$672,387.93
Realized
$26.78M
Unrealized
$17.75M
Dividends
$4.48M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$672,387.93
Win %
66%
This Week
Compared To Last Week
Gain
-1.53%
Profit
-$2.88M
Win %
66%
This Month
Compared to last month
Gain
-0.24%
Profit
-$443,859.47
Win %
66%
This Year
Compared to last year
Gain
10.07%
Profit
$17.03M
Win %
68%
ACN Accenture plc Class A
+5.54%
+$759 
PAYX Paychex Inc.
+4.27%
+$2,491 
ABBV AbbVie Inc.
+4.21%
+$27,293.4 
NKE Nike, Inc. - Class B
+4.21%
+$1,980 
OMC Omnicom Group Inc.
+4%
+$2,365.2 
AZ A2Z Cust2Mate Solutions Corp.
+3.83%
+$78,165.99 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.58%
+$5,478.3 
MO Altria Group, Inc.
+3.56%
+$42.67 
EPR EPR Properties
+3.54%
+$61.77 
AMCR Amcor plc
+3.32%
+$250,767.36 
FISV Fiserv, Inc.
+2.7%
+$680 
HDV iShares Core High Dividend ETF
+2.57%
+$56.8 
T AT&T Inc.
+2.57%
+$150.7 
AMH American Homes 4 Rent
+2.48%
+$581 
HD The Home Depot, Inc.
+1.93%
+$954.1 
SIRI Sirius XM Holdings Inc.
+1.86%
+$17.67 
AAPL Apple Inc.
+1.76%
+$2,926.08 
PAA Plains All American Pipeline, L.P.
+1.71%
+$4.4 
RYN Rayonier Inc.
+1.56%
+$34,000 
SO The Southern Company
+1.55%
+$16.17 
BX Blackstone Inc.
+1.51%
+$422.4 
TGT Target Corporation
+1.39%
+$1.92 
MPLX MPLX LP
+1.35%
+$1.52 
CVX Chevron Corporation
+1.26%
+$59.54 
JNJ Johnson & Johnson
+1.19%
+$147.5 
LLY Eli Lilly and Company
+1.08%
+$526.68 
NFLX Netflix, Inc.
+0.91%
+$335 
ADM Archer-Daniels-Midland Co
+0.85%
+$220.5 
PATH Uipath Inc.
+0.67%
+$1.6 
XLF Financial Select Sector SPDR Fund
+0.34%
+$142.5 
VB Vanguard Small-Cap ETF
+0.31%
+$7,284.48 
DVN Devon Energy Corporation
+0.23%
+$18.1 
WBD Warner Bros. Discovery, Inc.
+0.07%
+$2.36 
F Ford Motor Company
+0.07%
+$0.02 
ORCL Oracle Corporation
+0.03%
+$106.18 
DG Dollar General Corporation
+0.03%
+$16 
CAG Conagra Brands Inc.
+0.03%
+$18.44 
ABR Arbor Realty Trust Inc.
0%
$0 
ADC Agree Realty Corporation
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
AIPI Rex AI Equity Premium Income ETF
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
-$0.02 
ARCC Ares Capital Corporation
0%
$0 
ARLP Alliance Resource Partners, L.P.
0%
$0 
ARTY iShares Future AI & Tech ETF
0%
$0 
BAM
0%
$0 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
0%
$0 
BATRK Atlanta Braves Holdings, Inc.
0%
$0 
BGC BGC Group, Inc.
0%
$0 
BHC Bausch Health Companies Inc.
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BXMT Blackstone Mortgage Trust Inc
0%
$0 
CALY BlackRock Short-Term California Muni Bond ETF
0%
$0 
CEG Constellation Energy Corporation
0%
+$0.26 
CENN Cenntro Electric Group Ltd.
0%
$0 
CHRD Chord Energy Corp
0%
$0 
COKE Coca-Cola Consolidated Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
CPB The Campbell's Company
0%
$0 
CPRI Capri Holdings Ltd.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVCO Cavco Industries Inc.
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$0.16 
DIN Dine Brands Global Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
DPZ Domino's Pizza Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
ECL Ecolab Inc.
0%
$0 
EIM Eaton Vance Municipal Bond Fund
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETR Entergy Corporation
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FENY Fidelity MSCI Energy Index ETF
0%
$0 
FHLC Fidelity MSCI Health Care Index ETF
0%
$0 
FINS Angel Oak Financial Strategies Income Fund
0%
$0 
FWONA Liberty Media Corporation
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.04 
HE Hawaiian Electric Industries Inc.
0%
$0 
HFRO Highland Opportunities and Income Fund
0%
$0 
HON Honeywell International Inc.
0%
$0 
HRL Hormel Foods Corporation
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
ISPY ProShares S&P High Income ETF
0%
$0 
ITIC Investors Title Company
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IYE iShares U.S. Energy ETF
0%
$0 
IYZ iShares U.S. Telecommunications ETF
0%
$0 
JAKK Jakks Pacific Inc.
0%
$0 
JBLU JetBlue Airways Corporation
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KIO KKR Income Opportunities Fund
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
0%
$0 
LBRDA Liberty Broadband Corporation
0%
$0 
LBRDK Liberty Broadband Corporation
0%
$0 
LION Lionsgate Studios Corp.
0%
$0 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
0%
$0 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
0%
$0 
LOAN Manhattan Bridge Capital Inc.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LYFT Lyft Inc.
0%
$0 
MAIN Main Street Capital Corporation
0%
$0 
MAT Mattel Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCHI iShares MSCI China ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MGM MGM Resorts International
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NJR New Jersey Resources Corporation
0%
$0 
NMIH NMI Holdings Inc.
0%
$0 
NNN NNN REIT, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
0%
$0 
NXDT NexPoint Diversified Real Estate Trust
0%
$0 
NYT New York Times Co.
0%
$0 
NZF Nuveen Municipal Credit Income Fund
0%
$0 
O Realty Income Corporation
0%
$0 
OCSL Oaktree Specialty Lending Corporation
0%
$0 
OXY-WT Occidental Petroleum Corporation
0%
$0 
P Everpure Inc.
0%
$0 
PAR Par Technology Corporation
0%
$0 
PFE Pfizer Inc.
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PSKY Paramount Skydance Corporation Class B Common Stock
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
QQQJ Invesco NASDAQ Next Gen 100 ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
RGR Sturm, Ruger & Company, Inc.
0%
$0 
RXT Rackspace Technology, Inc.
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SM SM Energy Company
0%
$0 
SNAP Snap Inc.
0%
$0 
SONO Sonos Inc.
0%
$0 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
STWD Starwood Property Trust Inc.
0%
$0 
SWBI Smith & Wesson Brands, Inc.
0%
$0 
TQQQ ProShares UltraPro QQQ
0%
$0 
UBS UBS Group AG
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URA Global X Uranium ETF
0%
$0 
V Visa Inc. Class A
0%
$0 
VGM Invesco Trust for Investment Grade Municipals
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTRS Viatris Inc.
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WH Wyndham Hotels & Resorts, Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
XBP Xbp Europe Holdings Inc.
0%
$0 
XHB SPDR S&P Homebuilders ETF
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
INTC Intel Corporation
-5.84%
-$6.01 
VST Vistra Corp
-4.79%
-$572,066.95 
GOOGL Alphabet Inc
-4.44%
-$6,584 
B BARRICK MINING CORP Common Stock (ABR0)
-2.98%
-$79.18 
NVDA NVIDIA Corporation
-2.4%
-$323,646 
AMZN Amazon.com Inc
-1.99%
-$156,622.75 
BA Boeing Company
-1.73%
-$2,464.56 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$7,445.79 
DOW Dow Inc.
-1.35%
-$0.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.09%
-$346.89 
TSLA Tesla, Inc.
-0.86%
-$30.6 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$777.1 
PEG Public Service Enterprise Group Incorporated
-0.44%
-$245 
BN Brookfield Corporation
-0.38%
-$609.45 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.26%
-$1.56 
OXY Occidental Petroleum Corporation
-0.22%
-$15.24 
AAL American Airlines Group Inc.
-0.19%
-$19,362 
AES AES Corporation
-0.07%
-$50 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 686 | Longs Won 429/686 62% | Profit Factor 4.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $503,083.98 |
| Average Win $129,875.42 | Best Trade (Sep 30) $6.22M | Sharpe Ratio -13.69 |
| Average Loss -$43,532.71 | Worst Trade (Sep 30) -$2.11M | Z-Score 4 (100%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $64,910.56 |
| 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 | 4,274 | 3,846 | 3,419 | 2,991 | 2,564 | 2,137 | 1,709 | 1,282 | 855 | 427 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
