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:
33.73%
Gain -1.31%
Monthly
1.01%
Yearly
12.75%
Drawdown
34.44%
$871.8M
Equity
Holdings
$871.8M
Investment
$728.82M
$149.11M
Profit -$8.61M
Realized
$6.13M
Unrealized
$142.97M
Dividends
$20.39M
Goals
Avg. 38.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.31%
Profit
-$8.61M
Win %
69%
This Week
Compared To Last Week
Gain
-4%
Profit
-$36.34M
Win %
69%
This Month
Compared to last month
Gain
-0.98%
Profit
-$8.61M
Win %
69%
This Year
Compared to last year
Gain
-4.57%
Profit
-$41.32M
Win %
69%
NE
NE
+73.87%
+$817,223.92 
FN Fabrinet
+8.75%
+$891,986 
BW Babcock & Wilcox Enterprises, Inc.
+6.31%
+$23,200 
REZI Resideo Technologies Inc.
+6.06%
+$67,631.76 
EML The Eastern Company
+5.04%
+$59,025.24 
FRD Friedman Industries, Incorporated
+4.85%
+$842,077.6 
PAL Proficient Auto Logistics, Inc.
+4.51%
+$132,087.85 
GENC Gencor Industries Inc.
+4.33%
+$113,416.5 
ECG Everus Construction Group, Inc.
+4.11%
+$1.99M 
GHM Graham Corporation
+4%
+$391,134.6 
VG Venture Global Inc.
+3.78%
+$55,000 
MTW Manitowoc Company Inc.
+3.6%
+$17,500 
ASYS Amtech Systems Inc.
+3.51%
+$8,100 
SANM Sanmina Corporation
+3.03%
+$313,649.49 
NVDA NVIDIA Corporation
+3.03%
+$26,359.98 
KINS Kingstone Companies Inc.
+2.88%
+$167,220.35 
TEN Tsakos Energy Navigation Ltd.
+2.83%
+$23,585.04 
GNRC Generac Holdings Inc.
+2.8%
+$102,680 
BTG B2Gold Corp
+2.76%
+$42,084 
STNG Scorpio Tankers Inc.
+2.64%
+$39,705.68 
BDC Belden Inc.
+2.52%
+$145,770 
CECO CECO Environmental Corp.
+2.52%
+$151,480.26 
ICHR Ichor Holdings Ltd.
+2.49%
+$46,200 
AMKR Amkor Technology Inc.
+2.38%
+$19,350 
ANDE The Andersons, Inc.
+2.36%
+$74,396.29 
ALTG Alta Equipment Group Inc.
+2.23%
+$3,277.6 
NEPH Nephros Inc.
+2.11%
+$1,566 
ESP Espey Mfg. & Electronics Corp.
+1.88%
+$67,496.4 
NSLR SuRo Capital Corp.
+1.88%
+$4,000 
CF CF Industries Holdings, Inc.
+1.88%
+$108,290.1 
CLMB Climb Global Solutions Inc.
+1.87%
+$461,310.2 
AIR AAR Corp.
+1.86%
+$196,786.65 
SOLS Sollensys Corp
+1.8%
+$122,100 
KMT Kennametal Inc.
+1.79%
+$64,421.46 
NBR Nabors Industries Ltd.
+1.74%
+$62,370.45 
FLEX Flex Ltd.
+1.73%
+$173,840 
COLB Columbia Banking System, Inc.
+1.7%
+$5,519.34 
MMLP Martin Midstream Partners L.P.
+1.7%
+$13,417.36 
ORN Orion Group Holdings Inc.
+1.64%
+$67,144.16 
MYE Myers Industries Inc.
+1.61%
+$3,484 
FSTR L.B. Foster Company
+1.58%
+$18,297 
PLBC Plumas Bancorp
+1.54%
+$218,686.08 
MFIN Medallion Financial Corp.
+1.54%
+$33,780.87 
PEBK Peoples Bancorp of North Carolina, Inc.
+1.54%
+$14,593.48 
EWBC East West Bancorp Inc.
+1.51%
+$55,878.19 
PBF PBF Energy Inc.
+1.43%
+$44,550 
WTBA West Bancorporation Inc.
+1.41%
+$9,903.96 
BHB Bar Harbor Bankshares
+1.41%
+$18,333.28 
CFG Citizens Financial Group, Inc.
+1.26%
+$13,673.96 
CTRE CareTrust REIT Inc.
+1.24%
+$14,915.04 
FLNG Flex LNG Ltd.
+1.2%
+$14,525 
MS Morgan Stanley
+1.2%
+$12,849.97 
WLDN Willdan Group, Inc.
+1.16%
+$20,370 
PAAS Pan American Silver Corp.
+1.14%
+$34,080.76 
MPB Mid Penn Bancorp Inc.
+1.14%
+$39,914.32 
HONA Honeywell Aerospace Inc.
+1.13%
+$2,805.01 
PNFP Pinnacle Financial Partners Inc.
+1.07%
+$6,637.62 
LNG Cheniere Energy Inc.
+1.01%
+$48,240 
JOUT Johnson Outdoors Inc.
+1%
+$48,291.77 
SBSW Sibanye Stillwater Ltd - ADR
+0.94%
+$17,000 
PSIX Power Solutions International, Inc.
+0.9%
+$7,980 
FSBW Fs Bancorp Inc.
+0.9%
+$152,743.89 
WHG Westwood Holdings Group Inc.
+0.89%
+$8,502.04 
TOWN TowneBank
+0.88%
+$47,632.53 
HAFC Hanmi Financial Corporation
+0.88%
+$13,067.6 
INVX Innovex International Inc.
+0.83%
+$60,518.25 
FCNCA First Citizens BancShares, Inc.
+0.81%
+$18,180.22 
CZFS Citizens Financial Services Inc.
+0.8%
+$13,542.54 
VABK Virginia National Bankshares Corporation
+0.8%
+$10,788.35 
TSBK Timberland Bancorp, Inc.
+0.79%
+$23,488.92 
ENSG The Ensign Group, Inc.
+0.79%
+$37,188.38 
FBNC First Bancorp, Inc.
+0.77%
+$2,894.5 
NWFL Norwood Financial Corp
+0.76%
+$2,316.08 
MBWM Mercantile Bank Corporation
+0.76%
+$34,798.54 
GTX Garrett Motion Inc.
+0.76%
+$93,335.44 
SFST Southern First Bancshares Inc.
+0.75%
+$6,043.68 
WS Worthington Steel, Inc.
+0.74%
+$36,174.32 
TEX Terex Corporation
+0.69%
+$9,400 
SPXC Spx Technologies Inc.
+0.64%
+$22,198.46 
NRIM Northrim BanCorp, Inc.
+0.64%
+$80,923.23 
HIFS Hingham Institution for Savings
+0.63%
+$52,180.05 
MOD Modine Manufacturing Company
+0.61%
+$25,409.79 
CFBK CF Bankshares Inc
+0.59%
+$8,667.96 
HBCP Home Bancorp Inc.
+0.56%
+$9,194 
CBNK Capital Bancorp Inc.
+0.56%
+$15,937.53 
PNTG The Pennant Group, Inc.
+0.55%
+$106,675.17 
EPSN Epsilon Energy Ltd.
+0.51%
+$4,992.33 
FCX Freeport-McMoRan Inc.
+0.51%
+$40,250 
FUNC First United Corporation
+0.48%
+$36,165.8 
GLNG Golar LNG Ltd.
+0.45%
+$76,679.7 
TDW Tidewater Inc.
+0.45%
+$51,771.93 
LARK Landmark Bancorp Inc.
+0.44%
+$7,845.04 
MCBS MetroCity Bankshares Inc.
+0.42%
+$12,590.25 
AMTM Amentum Holdings, Inc.
+0.4%
+$33,733.62 
ABCB Ameris Bancorp
+0.39%
+$12,557.9 
BBW Build-A-Bear Workshop Inc.
+0.38%
+$107,231.32 
STBA S&T Bancorp, Inc.
+0.35%
+$790.74 
CCJ Cameco Corporation
+0.3%
+$171,264.33 
DE Deere & Company
+0.29%
+$22,750.12 
MCFT MasterCraft Boat Holdings, Inc.
+0.28%
+$15,117.97 
ENS EnerSys
+0.27%
+$7,649.85 
NNBR Nn Inc.
+0.27%
+$5,284.82 
UFPT UFP Technologies Inc.
+0.17%
+$40,866.1 
CSV Carriage Services Inc.
+0.15%
+$11,979.65 
FLG Flagstar Bank, National Association
+0.14%
+$1,864.74 
TTAM Titan America S.A.
+0.12%
+$6,724.84 
FSM Fortuna Mining Corp
+0.09%
+$2,303.49 
KEQU Kewaunee Scientific Corporation
+0.08%
+$1,578.78 
TAYD Taylor Devices Inc.
+0.06%
+$1,381.44 
CPF Central Pacific Financial Corp.
+0.05%
+$413.94 
SDRL Seadrill Limited
+0.04%
+$700 
MTRX Matrix Service Company
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TLNE TALEN ENERGY CORP NEW
-9.14%
-$221,644.8 
ACM Aecom
-8.96%
-$183,713.77 
SEDG SolarEdge Technologies Inc.
-3.87%
-$82,560 
ACNT Ascent Industries Co.
-3.78%
-$114,737.92 
KRT Karat Packaging Inc.
-3.6%
-$393,197.62 
BORR Borr Drilling Ltd.
-3.52%
-$281,463.6 
THO Thor Industries Inc.
-2.88%
-$14,040 
TOL Toll Brothers Inc
-2.86%
-$416,100 
BLBD Blue Bird Corporation
-2.79%
-$170,971.45 
AMPY Amplify Energy Corp.
-2.66%
-$34,158.12 
AMRZ Amrize Ltd.
-2.58%
-$161,868 
CRWS Crown Crafts Inc.
-2.3%
-$28,792.82 
MSFT Microsoft Corp.
-2.26%
-$34,140 
MOS Mosaic Company
-2.17%
-$65,494.5 
STRT Strattec Security Corporation
-2.15%
-$76,901.39 
GTES Gates Industrial Corporation plc
-2.15%
-$71,680.49 
JCTC Jewett-Cameron Trading Ltd.
-2.01%
-$1,638.06 
RKT Rocket Companies, Inc. Class A
-1.89%
-$368,037 
GEOS Geospace Technologies Corporation
-1.87%
-$14,713.3 
AMZN Amazon.com Inc
-1.83%
-$19,959.96 
VAL Valaris Limited
-1.83%
-$145,200.39 
WFRD Weatherford International plc
-1.83%
-$68,681 
IESC Ies Holdings Inc.
-1.75%
-$110,535.62 
LWAY Lifeway Foods Inc.
-1.55%
-$27,936.72 
J Jacobs Solutions Inc.
-1.52%
-$82,575 
GBX Greenbrier Companies, Inc.
-1.41%
-$65,218.4 
BC Brunswick Corporation
-1.33%
-$4,320 
WGO Winnebago Industries, Inc.
-1.25%
-$70,688.51 
DEC Diversified Energy Company PLC
-1.16%
-$10,299.11 
NXT Nextracker Inc.
-1.15%
-$94,380 
MBUU Malibu Boats Inc.
-1.15%
-$39,602.52 
AZZ Azz Inc.
-1.14%
-$58,101.75 
AR Antero Resources Corporation
-0.93%
-$21,000 
UEC Uranium Energy Corp.
-0.87%
-$6,000 
BBDC Barings BDC Inc.
-0.86%
-$1,224.4 
MHO M/I Homes Inc.
-0.8%
-$6,520.69 
FBIZ First Business Financial Services Inc.
-0.76%
-$53,358.48 
PATK Patrick Industries Inc.
-0.76%
-$40,908.12 
BXC Bluelinx Holdings Inc.
-0.73%
-$6,516.18 
AGO Assured Guaranty Ltd.
-0.73%
-$21,846.55 
REI Ring Energy Inc.
-0.73%
-$11,295.69 
HZO Marinemax Inc.
-0.63%
-$55,539 
DNN Denison Mines Corp.
-0.6%
-$64,277.12 
UAN CVR Partners L.P.
-0.53%
-$34,709.12 
ESCA Escalade, Incorporated
-0.53%
-$7,072.56 
CBFV CB Financial Services, Inc.
-0.5%
-$6,398.06 
FXNC First National Corp. (Strasburg, VA)
-0.5%
-$22,098.22 
GAU Galiano Gold Inc.
-0.48%
-$4,450.44 
TALO Talos Energy Inc.
-0.45%
-$11,620 
VITL Vital Farms Inc.
-0.35%
-$6,110.84 
WOR Worthington Enterprises Inc.
-0.26%
-$13,250.76 
FET Forum Energy Technologies Inc.
-0.25%
-$47,646.69 
CBAN Colony Bankcorp Inc.
-0.23%
-$2,327.75 
LCII LCI Industries Inc.
-0.16%
-$16,141.84 
HWKN Hawkins Inc.
-0.15%
-$15,602.61 
MBC MasterBrand, Inc.
-0.11%
-$9,484.2 
PFBC Preferred Bank
-0.1%
-$6,179.69 
NXE NexGen Energy Ltd.
-0.1%
-$9,627.02 
VMI Valmont Industries, Inc.
-0.09%
-$10,488 
CUBI Customers Bancorp Inc.
-0.08%
-$4,176.06 
GOOGL Alphabet Inc
-0.08%
-$519.96 
FTI TechnipFMC plc
-0.07%
-$9,704.7 
NI NiSource Inc.
-0.05%
-$2,199.81 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.02%
-$52.02 Events
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Dividends
Dividend Analysis
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| Trades 966 | Longs Won 574/966 59% | Profit Factor 2.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.34M |
| Average Win $502,211.54 | Best Trade (Aug 27) $25.72M | Sharpe Ratio -41.03 |
| Average Loss -$355,007.64 | Worst Trade (Jun 29) -$8.51M | Z-Score 5.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $154,354.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,457 | 2,211 | 1,966 | 1,720 | 1,474 | 1,229 | 983 | 737 | 491 | 246 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABCB Ameris Bancorp | 36,935 | $2.12M | $3.27M | - | $1.15M | 53.95% | +0.385% |
| ACM Aecom | 30,568 | $2.46M | $1.87M | - | -$589,240.78 | -24% | -8.963% |
| ACNT Ascent Industries Co. | 197,824 | $2.01M | $2.92M | - | $903,658.44 | 44.86% | -3.783% |
| AGO Assured Guaranty Ltd. | 39,721 | $3.41M | $2.97M | - | -$444,908.85 | -13.03% | -0.73% |
| AIR AAR Corp. | 72,615 | $6.42M | $10.76M | - | $4.34M | 67.71% | +1.863% |
| ALTG Alta Equipment Group Inc. | 19,280 | $249,675.93 | $150,191.2 | - | -$99,484.73 | -39.85% | +2.231% |
| AMKR Amkor Technology Inc. | 15,000 | $1.29M | $833,850 | - | -$459,675 | -35.54% | +2.376% |
| AMPY Amplify Energy Corp. | 284,651 | $1.73M | $1.25M | - | -$482,828.09 | -27.87% | -2.661% |
| AMRZ Amrize Ltd. | 131,600 | $6.56M | $6.1M | - | -$458,922 | -6.99% | -2.584% |
| AMTM Amentum Holdings, Inc. | 374,818 | $9.77M | $8.44M | - | -$1.33M | -13.57% | +0.401% |
| AMZN Amazon.com Inc | 4,000 | $878,280 | $1.07M | - | $190,840 | 21.73% | -1.833% |
| ANDE The Andersons, Inc. | 49,269 | $2.35M | $3.23M | - | $879,441.27 | 37.37% | +2.356% |
| AR Antero Resources Corporation | 60,000 | $2.17M | $2.25M | - | $83,200 | 3.84% | -0.925% |
| ASYS Amtech Systems Inc. | 15,000 | $304,950 | $239,100 | - | -$65,850 | -21.59% | +3.506% |
| AZZ Azz Inc. | 33,201 | $3.56M | $5.03M | - | $1.47M | 41.36% | -1.143% |
| BBDC Barings BDC Inc. | 15,305 | $149,989 | $141,265.15 | - | -$8,723.85 | -5.82% | -0.859% |
| BBW Build-A-Bear Workshop Inc. | 765,938 | $24.51M | $28.32M | - | $3.81M | 15.54% | +0.38% |
| BC Brunswick Corporation | 4,000 | $335,280 | $321,320 | - | -$13,960 | -4.16% | -1.327% |
| BDC Belden Inc. | 43,000 | $5.16M | $5.94M | - | $775,935 | 15.04% | +2.518% |
| BHB Bar Harbor Bankshares | 32,738 | $936,900.83 | $1.32M | - | $384,732.23 | 41.06% | +1.407% |
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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 - $3.4M, 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 - $4.81M, 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 $20.39M earned over time. The largest contributors to dividend income include Build-A-Bear Workshop Inc - $1.38M, CVR Partners L.P - $1.38M, Fs Bancorp Inc - $1.09M, Karat Packaging Inc - $813,411.61, and Golar LNG Ltd - $581,682.5. 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.
