Isabelle Cordwell-Riant Portfolio
Invests via De Lisle Partners LLP | Managed by Richard de Lisle
Invests via De Lisle Partners LLP
Managed by Richard de Lisle
Automatically Tracked
Isabelle Cordwell-Riant Profile
Seasoned investor and operator focused on growth-stage technology, healthcare and consumer sectors, combining corporate-development and fundraising expertise with hands-on portfolio work. Isabelle Cordwell-Riant has led deal sourcing, due diligence and board-level value creation for venture and private equity investors, and is known for cross-border transaction experience and operational scaling initiatives. Regularly engages in strategic advisory, capital formation and governance with emphasis on commercializing innovation and driving revenue growth.
Seasoned investor and operator focused on growth-stage technology, healthcare and consumer sectors, combining corporate-development and fundraising expertise with hands-on portfolio work. Isabelle Cordwell-Riant has led deal sourcing, due diligence and board-level value creation for venture and private equity investors, and is known for cross-border transaction experience and operational scaling initiatives. Regularly engages in strategic advisory, capital formation and governance with emphasis on commercializing innovation and driving revenue growth.
Investment Philosophy & Strategy
Focuses on growth-stage investments across technology, healthcare and consumer sectors, prioritizing companies with validated product-market fit and clear pathways to revenue scale. Favors cross-border opportunities where operational scaling, commercial go-to-market and governance can unlock value. Employs hands-on, board-level engagement and disciplined capital deployment to de-risk growth milestones, balance follow-on allocation with exit timing, and drive revenue-led value creation toward strategic or financial exits.
Focuses on growth-stage investments across technology, healthcare and consumer sectors, prioritizing companies with validated product-market fit and clear pathways to revenue scale. Favors cross-border opportunities where operational scaling, commercial go-to-market and governance can unlock value. Employs hands-on, board-level engagement and disciplined capital deployment to de-risk growth milestones, balance follow-on allocation with exit timing, and drive revenue-led value creation toward strategic or financial exits.
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:
25.6%
Gain +0.12%
Monthly
0.75%
Yearly
9.37%
Drawdown
34.44%
$830.81M
Equity
Holdings
$830.81M
Investment
$728.82M
$108.31M
Profit +$499,038.64
Realized
$6.33M
Unrealized
$101.98M
Dividends
$21.71M
Goals
Avg. 27% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.12%
Profit
$499,038.64
Win %
66%
This Week
Compared To Last Week
Gain
-2.01%
Profit
-$17.07M
Win %
66%
This Month
Compared to last month
Gain
-0.52%
Profit
-$4.33M
Win %
66%
This Year
Compared to last year
Gain
-9.21%
Profit
-$83.89M
Win %
66%
PAL Proficient Auto Logistics, Inc.
+5.96%
+$108,254.61 
SEDG SolarEdge Technologies Inc.
+4.58%
+$92,160 
MMLP Martin Midstream Partners L.P.
+3.46%
+$23,480.38 
SBSW Sibanye Stillwater Ltd - ADR
+3.32%
+$56,100 
BTG B2Gold Corp
+3.19%
+$49,599 
AR Antero Resources Corporation
+3.18%
+$69,600 
GAU Galiano Gold Inc.
+2.97%
+$28,927.86 
INVX Innovex International Inc.
+2.92%
+$193,658.4 
VAL Valaris Limited
+2.75%
+$210,494.9 
WS Worthington Steel, Inc.
+2.72%
+$138,237.58 
HONA Honeywell Aerospace Inc.
+2.59%
+$6,345 
FSM Fortuna Mining Corp
+2.51%
+$61,042.49 
DEC Diversified Energy Company PLC
+2.46%
+$21,506.97 
GENC Gencor Industries Inc.
+2.42%
+$65,025.46 
SDRL Seadrill Limited
+2.42%
+$39,200 
FET Forum Energy Technologies Inc.
+2.4%
+$419,744.65 
NBR Nabors Industries Ltd.
+2.38%
+$74,192.3 
PAAS Pan American Silver Corp.
+2.38%
+$60,074.56 
FTI TechnipFMC plc
+2.34%
+$309,579.93 
NI NiSource Inc.
+2.24%
+$101,750 
FCX Freeport-McMoRan Inc.
+2.24%
+$180,550.23 
AIR AAR Corp.
+2.1%
+$149,586.9 
MCBS MetroCity Bankshares Inc.
+2.07%
+$60,491.95 
EPSN Epsilon Energy Ltd.
+2.04%
+$19,969.32 
WTBA West Bancorporation Inc.
+2.02%
+$14,131.26 
MBWM Mercantile Bank Corporation
+2.02%
+$88,887.57 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+2%
+$5,280.03 
HBCP Home Bancorp Inc.
+1.99%
+$30,110.35 
FUNC First United Corporation
+1.98%
+$143,019.3 
HAFC Hanmi Financial Corporation
+1.91%
+$27,595.97 
LNG Cheniere Energy Inc.
+1.87%
+$94,230.18 
NNBR Nn Inc.
+1.86%
+$34,351.33 
AMRZ Amrize Ltd.
+1.85%
+$90,804 
FCNCA First Citizens BancShares, Inc.
+1.83%
+$38,490.05 
WFRD Weatherford International plc
+1.83%
+$54,389 
REZI Resideo Technologies Inc.
+1.75%
+$13,342.32 
AMPY Amplify Energy Corp.
+1.72%
+$21,348.83 
SFST Southern First Bancshares Inc.
+1.71%
+$12,905.77 
BHB Bar Harbor Bankshares
+1.69%
+$21,116.01 
PFBC Preferred Bank
+1.69%
+$98,032.35 
FBIZ First Business Financial Services Inc.
+1.66%
+$114,621.92 
MPB Mid Penn Bancorp Inc.
+1.65%
+$55,230.28 
PLBC Plumas Bancorp
+1.56%
+$220,964.06 
NWFL Norwood Financial Corp
+1.55%
+$4,624.14 
TEN Tsakos Energy Navigation Ltd.
+1.53%
+$17,252.02 
PEBK Peoples Bancorp of North Carolina, Inc.
+1.52%
+$14,378.87 
ALTG Alta Equipment Group Inc.
+1.49%
+$1,735.2 
CBNK Capital Bancorp Inc.
+1.47%
+$44,040.71 
MYE Myers Industries Inc.
+1.45%
+$3,015 
NEPH Nephros Inc.
+1.43%
+$870 
PSIX Power Solutions International, Inc.
+1.42%
+$15,120 
PATK Patrick Industries Inc.
+1.42%
+$59,843.62 
BLBD Blue Bird Corporation
+1.4%
+$74,395.68 
VABK Virginia National Bankshares Corporation
+1.37%
+$20,282.15 
LCII LCI Industries Inc.
+1.3%
+$103,972.72 
EWBC East West Bancorp Inc.
+1.28%
+$45,036 
THO Thor Industries Inc.
+1.28%
+$5,370 
CZFS Citizens Financial Services Inc.
+1.28%
+$20,724.19 
KEQU Kewaunee Scientific Corporation
+1.27%
+$21,576.66 
NXT Nextracker Inc.
+1.27%
+$82,625.4 
BXC Bluelinx Holdings Inc.
+1.25%
+$9,033.8 
CUBI Customers Bancorp Inc.
+1.21%
+$53,692.2 
FBNC First Bancorp, Inc.
+1.17%
+$4,088.77 
CFBK CF Bankshares Inc
+1.16%
+$16,097.64 
PNFP Pinnacle Financial Partners Inc.
+1.16%
+$6,402.66 
ANDE The Andersons, Inc.
+1.13%
+$36,459.06 
CPF Central Pacific Financial Corp.
+1.11%
+$8,278.84 
TOWN TowneBank
+1.1%
+$56,292.99 
MBC MasterBrand, Inc.
+1.1%
+$71,131.5 
KINS Kingstone Companies Inc.
+1.05%
+$59,287.21 
TALO Talos Energy Inc.
+1.03%
+$29,050 
CBFV CB Financial Services, Inc.
+1.02%
+$13,132.86 
HIFS Hingham Institution for Savings
+1.02%
+$80,009.41 
WOR Worthington Enterprises Inc.
+0.99%
+$56,095.26 
MHO M/I Homes Inc.
+0.98%
+$6,682.38 
AMTM Amentum Holdings, Inc.
+0.97%
+$69,341.33 
STBA S&T Bancorp, Inc.
+0.95%
+$2,025.61 
ABCB Ameris Bancorp
+0.92%
+$27,147.22 
TSBK Timberland Bancorp, Inc.
+0.9%
+$26,751.27 
COLB Columbia Banking System, Inc.
+0.87%
+$2,555.25 
FLG Flagstar Bank, National Association
+0.84%
+$8,857.51 
MS Morgan Stanley
+0.84%
+$7,650 
TDW Tidewater Inc.
+0.84%
+$83,971.54 
EML The Eastern Company
+0.8%
+$9,597.55 
BORR Borr Drilling Ltd.
+0.77%
+$65,674.84 
GTX Garrett Motion Inc.
+0.76%
+$78,486.62 
TOL Toll Brothers Inc
+0.75%
+$95,475 
KMT Kennametal Inc.
+0.69%
+$25,649.28 
JCTC Jewett-Cameron Trading Ltd.
+0.69%
+$546.02 
MTRX Matrix Service Company
+0.64%
+$16,821.35 
CFG Citizens Financial Group, Inc.
+0.61%
+$5,796.57 
ACM Aecom
+0.59%
+$10,698.8 
WGO Winnebago Industries, Inc.
+0.59%
+$24,999.6 
UEC Uranium Energy Corp.
+0.55%
+$2,700 
NVDA NVIDIA Corporation
+0.55%
+$4,780 
AGO Assured Guaranty Ltd.
+0.53%
+$14,696.77 
FRD Friedman Industries, Incorporated
+0.51%
+$85,017.45 
KRT Karat Packaging Inc.
+0.49%
+$57,887.39 
WLDN Willdan Group, Inc.
+0.46%
+$6,930 
FSBW Fs Bancorp Inc.
+0.45%
+$78,330.2 
FXNC First National Corp. (Strasburg, VA)
+0.44%
+$17,954.69 
GTES Gates Industrial Corporation plc
+0.4%
+$12,338.44 
GBX Greenbrier Companies, Inc.
+0.4%
+$15,552.08 
CBAN Colony Bankcorp Inc.
+0.37%
+$3,491.7 
LWAY Lifeway Foods Inc.
+0.36%
+$4,858.56 
BDC Belden Inc.
+0.34%
+$15,480 
STRT Strattec Security Corporation
+0.32%
+$8,354.19 
TEX Terex Corporation
+0.3%
+$3,200 
MCFT MasterCraft Boat Holdings, Inc.
+0.3%
+$12,958.26 
HWKN Hawkins Inc.
+0.25%
+$27,509.87 
LARK Landmark Bancorp Inc.
+0.22%
+$3,922.52 
GLNG Golar LNG Ltd.
+0.18%
+$26,671.2 
HZO Marinemax Inc.
+0.12%
+$10,939.5 
MBUU Malibu Boats Inc.
+0.11%
+$2,911.95 
VMI Valmont Industries, Inc.
+0.11%
+$10,944 
ENS EnerSys
+0.1%
+$2,699.85 
SPXC Spx Technologies Inc.
+0.1%
+$2,635.05 
AMZN Amazon.com Inc
+0.08%
+$840.04 
GNRC Generac Holdings Inc.
+0.05%
+$1,700.17 
JOUT Johnson Outdoors Inc.
+0.05%
+$2,054.96 
ASYS Amtech Systems Inc.
+0.04%
+$81 
ACNT Ascent Industries Co.
0%
$0 
CRWS Crown Crafts Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 NE
NE
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$1.68M 
FLEX Flex Ltd.
-3.95%
-$319,390 
NRIM Northrim BanCorp, Inc.
-3.01%
-$350,016.77 
SANM Sanmina Corporation
-2.86%
-$274,890 
ICHR Ichor Holdings Ltd.
-2.84%
-$36,437.5 
FN Fabrinet
-2.39%
-$178,591.3 
VG Venture Global Inc.
-2.16%
-$29,700 
VITL Vital Farms Inc.
-1.99%
-$25,971.07 
CLMB Climb Global Solutions Inc.
-1.87%
-$545,588.03 
PBF PBF Energy Inc.
-1.72%
-$67,500 
BBW Build-A-Bear Workshop Inc.
-1.65%
-$329,353.34 
ECG Everus Construction Group, Inc.
-1.6%
-$646,474.61 
TAYD Taylor Devices Inc.
-1.35%
-$33,615.04 
WHG Westwood Holdings Group Inc.
-1.33%
-$12,753.06 
PNTG The Pennant Group, Inc.
-1.16%
-$248,908.73 
AMKR Amkor Technology Inc.
-1.04%
-$6,899.98 
BW Babcock & Wilcox Enterprises, Inc.
-1.01%
-$2,000 
ESP Espey Mfg. & Electronics Corp.
-0.96%
-$30,373.38 
AZZ Azz Inc.
-0.93%
-$40,173.21 
MTW Manitowoc Company Inc.
-0.89%
-$5,000 
GHM Graham Corporation
-0.84%
-$53,949.6 
ESCA Escalade, Incorporated
-0.83%
-$9,965.88 
NSLR SuRo Capital Corp.
-0.77%
-$1,046 
UFPT UFP Technologies Inc.
-0.74%
-$164,207.42 
FLNG Flex LNG Ltd.
-0.73%
-$8,715 
BC Brunswick Corporation
-0.69%
-$1,800 
ORN Orion Group Holdings Inc.
-0.68%
-$25,179.06 
FSTR L.B. Foster Company
-0.67%
-$7,013.85 
DNN Denison Mines Corp.
-0.64%
-$48,207.84 
GOOGL Alphabet Inc
-0.6%
-$4,180 
UAN CVR Partners L.P.
-0.55%
-$39,318.93 
DE Deere & Company
-0.53%
-$42,874.75 
MOD Modine Manufacturing Company
-0.4%
-$12,809.88 
MSFT Microsoft Corp.
-0.39%
-$6,360 
REI Ring Energy Inc.
-0.38%
-$5,647.85 
J Jacobs Solutions Inc.
-0.36%
-$18,533.5 
NXE NexGen Energy Ltd.
-0.29%
-$24,067.55 
BBDC Barings BDC Inc.
-0.29%
-$382.62 
RKT Rocket Companies, Inc. Class A
-0.23%
-$34,077.5 
MFIN Medallion Financial Corp.
-0.22%
-$4,967.77 
GEOS Geospace Technologies Corporation
-0.22%
-$1,471.33 
CF CF Industries Holdings, Inc.
-0.21%
-$12,250 
ENSG The Ensign Group, Inc.
-0.21%
-$9,689.93 
CSV Carriage Services Inc.
-0.17%
-$14,375.58 
STNG Scorpio Tankers Inc.
-0.12%
-$1,924.51 
TTAM Titan America S.A.
-0.11%
-$5,043.63 
CCJ Cameco Corporation
-0.09%
-$42,816.22 
IESC Ies Holdings Inc.
-0.09%
-$3,719.56 
MOS Mosaic Company
-0.08%
-$1,964.84 
SOLS Sollensys Corp
-0.07%
-$4,440 
CECO CECO Environmental Corp.
-0.05%
-$2,443.23 
CTRE CareTrust REIT Inc.
-0.01%
-$155.37 Events
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Dividends
Dividend Analysis
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| Trades 966 | Longs Won 554/966 57% | Profit Factor 1.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.29M |
| Average Win $482,984.68 | Best Trade (Oct 15) $17.2M | Sharpe Ratio -40.99 |
| Average Loss -$386,560.92 | Worst Trade (Oct 15) -$11.62M | Z-Score 3.75 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 5d | Expectancy $112,122.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,151 | 1,935 | 1,720 | 1,505 | 1,290 | 1,075 | 860 | 645 | 430 | 215 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABCB Ameris Bancorp | 36,935 | $2.12M | $2.97M | - | $847,366.06 | 39.88% | +0.922% |
| ACM Aecom | 30,568 | $2.46M | $1.82M | - | -$638,149.58 | -25.99% | +0.592% |
| ACNT Ascent Industries Co. | 197,824 | $2.01M | $2.68M | - | $666,269.64 | 33.08% | 0.0 |
| AGO Assured Guaranty Ltd. | 39,721 | $3.41M | $2.79M | - | -$624,844.98 | -18.3% | +0.53% |
| AIR AAR Corp. | 72,615 | $6.42M | $7.26M | - | $849,188.43 | 13.24% | +2.102% |
| ALTG Alta Equipment Group Inc. | 19,280 | $249,675.93 | $117,993.6 | - | -$131,682.33 | -52.74% | +1.493% |
| AMKR Amkor Technology Inc. | 15,000 | $1.29M | $653,850 | - | -$639,675 | -49.45% | -1.044% |
| AMPY Amplify Energy Corp. | 284,651 | $1.73M | $1.26M | - | -$472,865.31 | -27.29% | +1.724% |
| AMRZ Amrize Ltd. | 131,600 | $6.56M | $5M | - | -$1.56M | -23.76% | +1.849% |
| AMTM Amentum Holdings, Inc. | 374,818 | $9.77M | $7.22M | - | -$2.54M | -26.03% | +0.969% |
| AMZN Amazon.com Inc | 4,000 | $878,280 | $1.02M | - | $141,600 | 16.12% | +0.082% |
| ANDE The Andersons, Inc. | 49,269 | $2.35M | $3.27M | - | $919,349.16 | 39.07% | +1.127% |
| AR Antero Resources Corporation | 60,000 | $2.17M | $2.26M | - | $90,400 | 4.17% | +3.183% |
| ASYS Amtech Systems Inc. | 15,000 | $304,950 | $201,831 | - | -$103,119 | -33.82% | +0.04% |
| AZZ Azz Inc. | 33,201 | $3.56M | $4.3M | - | $740,050.29 | 20.81% | -0.927% |
| BBDC Barings BDC Inc. | 15,305 | $149,989 | $131,240.37 | - | -$18,748.63 | -12.5% | -0.291% |
| BBW Build-A-Bear Workshop Inc. | 765,938 | $24.51M | $19.66M | - | -$4.85M | -19.79% | -1.648% |
| BC Brunswick Corporation | 4,000 | $335,280 | $260,720 | - | -$74,560 | -22.24% | -0.686% |
| BDC Belden Inc. | 43,000 | $5.16M | $4.5M | - | -$662,415 | -12.84% | +0.345% |
| BHB Bar Harbor Bankshares | 32,738 | $936,900.83 | $1.27M | - | $331,205.6 | 35.35% | +1.693% |
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FAQ
Which stocks have generated the highest profits for Isabelle Cordwell-Riant?
The largest contributions to the portfolio's profits come from the following stocks: Sterling Infrastructure, Inc - $14.2M, Mr. Cooper Group Inc - $8.49M, Celestica Inc - $8.12M, TechnipFMC plc - $3.41M, and Ulta Beauty Inc - $2.62M. 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: Builders FirstSource, Inc - $9.81M, Winnebago Industries, Inc - $4.75M, Dream Finders Homes Inc - $3.2M, Bluelinx Holdings Inc - $2.87M, and Scotts Miracle-Gro Co - $2.87M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Isabelle Cordwell-Riant's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.71M earned over time. The largest contributors to dividend income include Build-A-Bear Workshop Inc - $1.56M, CVR Partners L.P - $1.38M, Fs Bancorp Inc - $1.09M, Karat Packaging Inc - $813,411.61, and Golar LNG Ltd - $665,030. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Isabelle Cordwell-Riant's monthly returns?
Isabelle Cordwell-Riant's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Isabelle Cordwell-Riant's strategy be considered aggressive or moderate?
Isabelle Cordwell-Riant's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Isabelle Cordwell-Riant's strategy?
Isabelle Cordwell-Riant's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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