Mike Meixler Portfolio
Invests via Meixler Investment Management Ltd. | Managed by Mike Meixler
Invests via Meixler Investment Management Ltd.
Managed by Mike Meixler
Automatically Tracked
Mike Meixler Profile
With a robust background in technology and finance, Mike Meixler has established himself as a dynamic force in the entrepreneurial landscape. He is best known for co-founding and leading several innovative startups that harness cutting-edge technologies to address market needs. His adeptness at navigating complex business environments positions him uniquely within venture capital circles, where his insights are highly sought after. Drawing from extensive experience in product development and operational management, he remains focused on cultivating high-potential ventures while mentoring emerging entrepreneurs.
With a robust background in technology and finance, Mike Meixler has established himself as a dynamic force in the entrepreneurial landscape. He is best known for co-founding and leading several innovative startups that harness cutting-edge technologies to address market needs. His adeptness at navigating complex business environments positions him uniquely within venture capital circles, where his insights are highly sought after. Drawing from extensive experience in product development and operational management, he remains focused on cultivating high-potential ventures while mentoring emerging entrepreneurs.
Investment Philosophy & Strategy
Opportunity arises in the intersection of technology and market demand, where Mike Meixler thrives as a venture capitalist. His investment philosophy prioritizes transformative startups poised for significant impact through innovation. By leveraging his extensive expertise in product development and operational efficiency, he identifies ventures with compelling business models that align with evolving consumer needs. Mentoring emerging entrepreneurs is central to his strategy, fostering both growth and creativity within the ecosystem. The approach reflects an entrepreneurial mindset focused on scalability and sustainable success.
Opportunity arises in the intersection of technology and market demand, where Mike Meixler thrives as a venture capitalist. His investment philosophy prioritizes transformative startups poised for significant impact through innovation. By leveraging his extensive expertise in product development and operational efficiency, he identifies ventures with compelling business models that align with evolving consumer needs. Mentoring emerging entrepreneurs is central to his strategy, fostering both growth and creativity within the ecosystem. The approach reflects an entrepreneurial mindset focused on scalability and sustainable success.
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:
54.78%
Gain +0.24%
Monthly
0.95%
Yearly
12%
Drawdown
15.35%
$183.05M
Equity
Holdings
$183.05M
Investment
$137.67M
$59.7M
Profit +$6,422.55
Realized
$14.32M
Unrealized
$45.38M
Dividends
$17.03M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$6,422.55
Win %
76%
This Week
Compared To Last Week
Gain
0.02%
Profit
$40,819.46
Win %
76%
This Month
Compared to last month
Gain
-0.36%
Profit
-$655,163.39
Win %
76%
This Year
Compared to last year
Gain
0.24%
Profit
$445,741.9
Win %
76%
ALTG Alta Equipment Group Inc.
+8.4%
+$47,464.17 
GOOG Alphabet Inc
+6.88%
+$33,536.2 
GOOGL Alphabet Inc
+6.73%
+$66,241.56 
SOLS Sollensys Corp
+4.84%
+$42,642.42 
VAL Valaris Limited
+4.78%
+$51,550.8 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$46,012.41 
FERG Ferguson Enterprises Inc
+3.52%
+$26,308.97 
ATKR Atkore Inc.
+2.76%
+$11,646.32 
DMLP Dorchester Minerals, L.P.
+2.45%
+$253,947.54 
CVX Chevron Corporation
+2.37%
+$5,882.4 
SKYH Sky Harbour Group Corp.
+2.1%
+$59,785.44 
OKE ONEOK, Inc.
+1.95%
+$92,701.98 
ARW Arrow Electronics Inc.
+1.75%
+$5,412.6 
KMI Kinder Morgan, Inc.
+1.64%
+$51,207 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$23,685.4 
LMT Lockheed Martin Corporation
+1.5%
+$52,686.15 
SNX TD Synnex Corporation
+1.42%
+$13,417.84 
TGS Transportadora de Gas del Sur S.A.
+1.3%
+$25,092 
ESAB Esab Corporation
+1.1%
+$22,721.68 
BOC Boston Omaha Corporation
+0.93%
+$13,227.11 
MLPA Global X MLP ETF
+0.87%
+$24,638.67 
CNQ Canadian Natural Resources Limited
+0.85%
+$46,487.6 
CP Canadian Pacific Kansas City Limited
+0.83%
+$22,554.81 
SU Suncor Energy Inc.
+0.82%
+$74,209.85 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$10,058.65 
IMO Imperial Oil Limited
+0.6%
+$5,429.27 
ET Energy Transfer L.P.
+0.59%
+$10,425 
PSX Phillips 66
+0.51%
+$2,167.56 
HON Honeywell International Inc.
+0.47%
+$12,634.08 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$53,300.16 
FVR FrontView REIT Inc.
+0.3%
+$2,096.22 
WCC Wesco International Inc.
+0.24%
+$2,266.42 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
KNF Knife River Corporation
+0.16%
+$4,191.5 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.16%
+$7,277.97 
HGTY Hagerty, Inc.
+0.09%
+$262.5 
OC Owens Corning
+0.06%
+$289.68 
LEGH Legacy Housing Corporation
+0.04%
+$708.4 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 CAAP
CAAP
0%
$0 NE
NE
0%
$0 SKYH
SKYHWS
0%
$0 
AAPL Apple Inc.
-7.35%
-$37,123.28 
WPM Wheaton Precious Metals Corp.
-3.84%
-$24,607.95 
FNV Franco-Nevada Corporation
-3.81%
-$130,085.72 
AEM Agnico Eagle Mines Limited
-3.63%
-$20,714.4 
CRESY Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria - American Depositary Receipt
-3.44%
-$20,811.2 
SII Sprott Inc.
-3.43%
-$13,315.07 
OR OR ROYALTIES INC COMMON STOCK
-3.03%
-$45,577.44 
TFPM Triple Flag Precious Metals Corp
-2.94%
-$14,232.33 
QCOM QUALCOMM Incorporated
-2.63%
-$46,399.83 
SJT San Juan Basin Royalty Trust
-2.33%
-$3,234 
RGLD Royal Gold Inc.
-2.31%
-$79,818.82 
NEM Newmont Corporation
-2.14%
-$11,816.2 
HE Hawaiian Electric Industries Inc.
-2.05%
-$3,132 
PSLV Sprott Physical Silver Trust
-1.98%
-$6,448.6 
PHYS Sprott Physical Gold Trust
-1.61%
-$274,372 
REXR Rexford Industrial Realty, Inc.
-1.59%
-$22,111.89 
OUNZ VanEck Merk Gold Trust
-1.52%
-$43,441.2 
PAG Penske Automotive Group Inc.
-1.5%
-$30,534.9 
AMRZ Amrize Ltd.
-1.39%
-$11,450.55 
MUSA Murphy USA Inc.
-1.35%
-$38,247.24 
JOE The St. Joe Company
-1.32%
-$11,893.9 
UMH UMH Properties, Inc.
-1.31%
-$4,590 
FRPH FRP Holdings, Inc.
-1.28%
-$20,470.23 
HCC Warrior Met Coal Inc.
-1.23%
-$2,465.1 
PRSU Pursuit Attractions and Hospitality
-1.17%
-$9,436.2 
MDV Modiv Industrial Inc.
-1.14%
-$34,284.6 
VOXR Vox Royalty Corp
-1.14%
-$8,409.6 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
-1.1%
-$6,527.15 
LOW Lowe's Companies Inc.
-1.08%
-$15,447.36 
XOM Exxon Mobil Corporation
-0.97%
-$4,666.5 
TRP TC Energy Corporation
-0.97%
-$5,704.38 
TRMB Trimble Inc.
-0.84%
-$8,751.36 
WPC W. P. Carey Inc.
-0.65%
-$19,667.12 
NRP Natural Resource Partners L.P.
-0.59%
-$54,051.36 
VLTO Veralto Corporation
-0.57%
-$1,907.82 
LAMR Lamar Advertising Company
-0.43%
-$4,333.07 
HD The Home Depot, Inc.
-0.42%
-$4,431.38 
MELI MercadoLibre, Inc.
-0.41%
-$2,886.38 
AIG American International Group Inc.
-0.39%
-$1,283.71 
BTU Peabody Energy Corporation
-0.37%
-$752.96 
EXP Eagle Materials Inc.
-0.26%
-$15,536.88 
CE Celanese Corporation
-0.2%
-$284.58 
EPD Enterprise Products Partners L.P.
-0.18%
-$10,907.75 
DIN Dine Brands Global Inc.
-0.17%
-$1,903.2 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$415.67 
NPK National Presto Industries Inc.
-0.07%
-$274.56 Events
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Dividends
Dividend Analysis
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| Trades 1589 | Longs Won 969/1589 60% | Profit Factor 3.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $339,826.58 |
| Average Win $83,673.61 | Best Trade (Aug 26) $11.08M | Sharpe Ratio -59.38 |
| Average Loss -$34,477.78 | Worst Trade (Sep 29) -$779,512.58 | Z-Score -7.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $37,573.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,319 | 4,787 | 4,255 | 3,723 | 3,191 | 2,660 | 2,128 | 1,596 | 1,064 | 532 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,514 | $282,279.55 | $467,689.74 | - | $185,410.19 | 65.68% | -7.354% |
| AEM Agnico Eagle Mines Limited | 3,780 | $295,633.8 | $549,120.6 | - | $253,486.8 | 85.74% | -3.635% |
| AIG American International Group Inc. | 4,141 | $313,555.23 | $325,399.78 | - | $11,844.55 | 3.78% | -0.393% |
| ALTG Alta Equipment Group Inc. | 93,067 | $597,682.68 | $612,380.86 | - | $14,698.18 | 2.46% | +8.402% |
| AMRZ Amrize Ltd. | 16,595 | $814,302.5 | $811,661.45 | - | -$2,641.05 | -0.32% | -1.391% |
| ARW Arrow Electronics Inc. | 1,455 | $179,543.11 | $315,109.36 | - | $135,566.25 | 75.51% | +1.748% |
| ATKR Atkore Inc. | 5,942 | $441,257.51 | $433,528.32 | - | -$7,729.19 | -1.75% | +2.761% |
| BOC Boston Omaha Corporation | 101,747 | $1.49M | $1.44M | - | -$45,438.12 | -3.05% | +0.925% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.51M | $1.53M | - | $23,600 | 1.56% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 28,656 | $8.8M | $14.66M | - | $5.86M | 66.58% | +0.365% |
| BTU Peabody Energy Corporation | 9,412 | $228,335.12 | $200,663.84 | - | -$27,671.28 | -12.12% | -0.374% |
| CAAP CAAP | 50,259 | $895.32 | $844.35 | - | -$50.97 | -5.69% | 0.0 |
| CE Celanese Corporation | 3,162 | $207,964.74 | $141,404.64 | - | -$66,560.1 | -32.01% | -0.201% |
| CNQ Canadian Natural Resources Limited | 116,219 | $3.46M | $5.54M | - | $2.08M | 60.1% | +0.846% |
| CP Canadian Pacific Kansas City Limited | 30,897 | $2.31M | $2.75M | - | $435,913.92 | 18.87% | +0.828% |
| CRESY Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria - American Depositary Receipt | 52,028 | $477,416.25 | $583,233.88 | - | $105,817.63 | 22.16% | -3.445% |
| CVX Chevron Corporation | 1,290 | $154,572.31 | $253,962.3 | - | $99,389.99 | 64.3% | +2.371% |
| DIN Dine Brands Global Inc. | 31,720 | $1.02M | $1.14M | - | $120,536 | 11.82% | -0.167% |
| DMLP Dorchester Minerals, L.P. | 384,769 | $7.62M | $10.62M | - | $3M | 39.42% | +2.449% |
| ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 29,107 | $296,923.45 | $451,158.5 | - | $154,235.05 | 51.94% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Mike Meixler?
The largest contributions to the portfolio's profits come from the following stocks: Dorchester Minerals, L.P - $7.91M, Suncor Energy Inc - $7.33M, Sprott Physical Gold Trust - $3.61M, Texas Pacific Land Corporation - $2.48M, and Canadian Natural Resources Limited - $1.82M. 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: Bed Bath & Beyond Inc - $1.09M, Enovix Corporation - $870,413.21, Nuveen Arizona Quality Municipal Income Fund - $688,797.25, Nuveen Quality Municipal Income Fund - $596,498.87, and Turning Point Brands Inc - $510,842.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mike Meixler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.03M earned over time. The largest contributors to dividend income include Dorchester Minerals, L.P - $6.87M, Suncor Energy Inc - $1.8M, Enterprise Products Partners L.P - $885,535.03, Natural Resource Partners L.P - $714,317.31, and Canadian Natural Resources Limited - $708,461.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mike Meixler's monthly returns?
Mike Meixler'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 Mike Meixler's strategy be considered aggressive or moderate?
Mike Meixler'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 Mike Meixler's strategy?
Mike Meixler'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.
