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:
28.24%
Gain +0.05%
Monthly
2.62%
Yearly
28.24%
Drawdown
12.2%
$451.57M
Equity
Holdings
$451.57M
Investment
$362.2M
$91.25M
Profit +$216,239.76
Realized
$1.88M
Unrealized
$89.37M
Dividends
$7.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$216,239.76
Win %
100%
This Week
Compared To Last Week
Gain
0.05%
Profit
$216,239.76
Win %
100%
This Month
Compared to last month
Gain
1.54%
Profit
$6.84M
Win %
100%
This Year
Compared to last year
Gain
16.29%
Profit
$63.24M
Win %
94%
No Data
MCB Metropolitan Bank Holding Corp.
-2.87%
-$2.23M 
NEWT NewtekOne Inc.
-2.31%
-$830,769.12 
USCB USCB Financial Holdings Inc.
-2.2%
-$853,891.56 
FRBA First Bank
-2.08%
-$619,946.06 
EQBK Equity Bancshares Inc.
-2.06%
-$1.27M 
MSBI Midland States Bancorp Inc.
-1.83%
-$254,330 
AVBH Avidbank Holdings Inc.
-1.56%
-$535,968.18 
PEBO Peoples Bancorp Inc.
-1.4%
-$8,785.84 
TOWN TowneBank
-1.14%
-$637,620.06 
COSO CoastalSouth Bancshares Inc.
-1.13%
-$359,356.57 
FRST Primis Financial Corp.
-1.1%
-$219,155.58 
AMTB Amerant Bancorp Inc.
-0.83%
-$496,602.26 Events
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Dividends
Dividend Analysis
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No Data
| Trades 21 | Longs Won 19/21 90% | Profit Factor 1,574.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.34M |
| Average Win $4.81M | Best Trade (Jul 19) $18.07M | Sharpe Ratio -8.95 |
| Average Loss -$29,000.01 | Worst Trade (Mar 31) -$58,000.02 | Z-Score 15.81 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 5d | Expectancy $4.35M |
| 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 | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
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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