W. Kirk Wycoff Portfolio
Invests via Patriot Financial Partners GP II LP | Managed by W. Kirk Wycoff, James J. Lynch, Ira M. Lubert
Invests via Patriot Financial Partners GP II LP
Managed by W. Kirk Wycoff, James J. Lynch, Ira M. Lubert
Automatically Tracked
Veteran investor and operating executive focused on growth-stage technology and industrial companies, with extensive experience in direct investing, board leadership and capital strategy. W. Kirk Wycoff combines operational scaling experience with portfolio construction skills, advising CEOs on M&A, commercial expansion and governance. Known for hands-on involvement in performance improvement and capital allocation, typically active with private equity and family-office investors and serving on multiple corporate boards.
Veteran investor and operating executive focused on growth-stage technology and industrial companies, with extensive experience in direct investing, board leadership and capital strategy. W. Kirk Wycoff combines operational scaling experience with portfolio construction skills, advising CEOs on M&A, commercial expansion and governance. Known for hands-on involvement in performance improvement and capital allocation, typically active with private equity and family-office investors and serving on multiple corporate boards.
Investment Philosophy & Strategy
Brings an operator-investor approach prioritizing growth-stage tech and industrial opportunities where operational levers can accelerate value. Emphasizes active board-level engagement, disciplined capital allocation, and repeatable playbooks for scaling revenue, margins and governance. Favors control or significant-influence investments with multi-year horizons, pairing growth orientation with operational de-risking through process improvement, commercial expansion and strategic M&A. Underwrites deals on unit economics, management quality and exit optionality, while using hands-on governance to protect downside and amplify execution.
Brings an operator-investor approach prioritizing growth-stage tech and industrial opportunities where operational levers can accelerate value. Emphasizes active board-level engagement, disciplined capital allocation, and repeatable playbooks for scaling revenue, margins and governance. Favors control or significant-influence investments with multi-year horizons, pairing growth orientation with operational de-risking through process improvement, commercial expansion and strategic M&A. Underwrites deals on unit economics, management quality and exit optionality, while using hands-on governance to protect downside and amplify execution.
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:
29.1%
Gain -0.74%
Monthly
2.29%
Yearly
29.1%
Drawdown
12.21%
$398.07M
Equity
Holdings
$398.07M
Investment
$314.89M
$93.95M
Profit -$3.03M
Realized
$10.76M
Unrealized
$83.19M
Dividends
$8.08M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.74%
Profit
-$3.03M
Win %
100%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$3.03M
Win %
100%
This Month
Compared to last month
Gain
1.82%
Profit
$7.1M
Win %
100%
This Year
Compared to last year
Gain
2.07%
Profit
$8.05M
Win %
95%
AVBH Avidbank Holdings Inc.
+0.08%
+$26,272.95 
FRBA First Bank
-1.78%
-$532,011.61 
MCB Metropolitan Bank Holding Corp.
-1.01%
-$624,990.96 
MSBI Midland States Bancorp Inc.
-1.01%
-$149,090 
COSO CoastalSouth Bancshares Inc.
-1%
-$193,582.76 
FRST Primis Financial Corp.
-0.93%
-$185,308.22 
TOWN TowneBank
-0.77%
-$294,879.33 
AMTB Amerant Bancorp Inc.
-0.71%
-$421,529.43 
USCB USCB Financial Holdings Inc.
-0.69%
-$291,715.19 
EQBK Equity Bancshares Inc.
-0.51%
-$264,475.64 
NEWT NewtekOne Inc.
-0.08%
-$23,076.92 
PEBO Peoples Bancorp Inc.
-0.01%
-$42.36 Events
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Dividends
Dividend Analysis
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| Trades 27 | Longs Won 25/27 92% | Profit Factor 245.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.9M |
| Average Win $3.77M | Best Trade (Sep 08) $20.51M | Sharpe Ratio -9.13 |
| Average Loss -$192,310.19 | Worst Trade (Dec 30) -$326,620.36 | Z-Score 22.23 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4w 1d | Expectancy $3.48M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,070 | 1,863 | 1,656 | 1,449 | 1,242 | 1,035 | 828 | 621 | 414 | 207 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMTB Amerant Bancorp Inc. | 2.01M | $38.68M | $59.15M | - | $20.47M | 52.93% | -0.708% |
| AVBH Avidbank Holdings Inc. | 1.05M | $26.8M | $33.57M | - | $6.77M | 25.27% | +0.078% |
| COSO CoastalSouth Bancshares Inc. | 691,367 | $16.3M | $19.09M | - | $2.79M | 17.09% | -1.004% |
| EQBK Equity Bancshares Inc. | 1.02M | $41.4M | $51.58M | - | $10.18M | 24.59% | -0.51% |
| FRBA First Bank | 1.63M | $26.58M | $29.4M | - | $2.83M | 10.64% | -1.777% |
| FRST Primis Financial Corp. | 1.22M | $12.8M | $19.76M | - | $6.96M | 54.4% | -0.929% |
| MCB Metropolitan Bank Holding Corp. | 664,884 | $49.75M | $61.34M | - | $11.59M | 23.3% | -1.009% |
| MSBI Midland States Bancorp Inc. | 438,500 | $9.78M | $14.64M | - | $4.86M | 49.66% | -1.008% |
| NEWT NewtekOne Inc. | 2.31M | $26.42M | $28.68M | - | $2.26M | 8.56% | -0.08% |
| PEBO Peoples Bancorp Inc. | 15,689 | $470,513 | $627,360.75 | - | $156,847.75 | 33.34% | -0.007% |
| TOWN TowneBank | 1.02M | $34.39M | $38.1M | - | $3.71M | 10.8% | -0.768% |
| USCB USCB Financial Holdings Inc. | 1.81M | $31.52M | $42.12M | - | $10.6M | 33.63% | -0.688% |
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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 W. Kirk Wycoff?
The largest contributions to the portfolio's profits come from the following stocks: Metropolitan Bank Holding Corp - $3.09M, CoastalSouth Bancshares Inc - $3.05M, TowneBank - $2.76M, Amerant Bancorp Inc - $2.52M, and Equity Bancshares Inc - $2.21M. 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: First Internet Bancorp - $326,620.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does W. Kirk Wycoff's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.08M earned over time. The largest contributors to dividend income include NewtekOne Inc - $1.75M, TowneBank - $1.49M, USCB Financial Holdings Inc - $893,448.15, Amerant Bancorp Inc - $800,616.96, and Metropolitan Bank Holding Corp - $691,639.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are W. Kirk Wycoff's monthly returns?
W. Kirk Wycoff's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can W. Kirk Wycoff's strategy be considered aggressive or moderate?
W. Kirk Wycoff's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow W. Kirk Wycoff's strategy?
W. Kirk Wycoff's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
