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Jeffrey Annecchino Portfolio
Invests via Estuary Capital Management LP | Managed by Jeffrey Annecchino
Invests via Estuary Capital Management LP
Managed by Jeffrey Annecchino
Automatically Tracked
Jeffrey Annecchino Profile
With a distinguished career as an operating executive, Jeffrey Annecchino has held pivotal leadership positions within various sectors. His extensive experience encompasses significant contributions to corporate strategy and market expansion efforts at recognized organizations. Known for his dynamic approach, he plays a crucial role in navigating complex business landscapes and enhancing operational efficiencies. Beyond the boardroom, he actively engages in mentoring emerging leaders and driving innovative practices across industries. This commitment to excellence underlines his relevance in today’s rapidly evolving economic environment.
With a distinguished career as an operating executive, Jeffrey Annecchino has held pivotal leadership positions within various sectors. His extensive experience encompasses significant contributions to corporate strategy and market expansion efforts at recognized organizations. Known for his dynamic approach, he plays a crucial role in navigating complex business landscapes and enhancing operational efficiencies. Beyond the boardroom, he actively engages in mentoring emerging leaders and driving innovative practices across industries. This commitment to excellence underlines his relevance in today’s rapidly evolving economic environment.
Investment Philosophy & Strategy
A strategic lens defines investment initiatives, particularly those led by Jeffrey Annecchino. With a proven track record in corporate leadership, his decisions are shaped by operational insights and market trends. He gravitates towards sectors ripe for disruption, leveraging both analytical rigor and an entrepreneurial mindset to capitalize on growth opportunities. This focus aligns with his belief in fostering innovation as a vehicle for value creation. As he mentors others, there is an emphasis on nurturing agility within teams to adapt to shifting market dynamics while driving long-term impact through well-calibrated investments.
A strategic lens defines investment initiatives, particularly those led by Jeffrey Annecchino. With a proven track record in corporate leadership, his decisions are shaped by operational insights and market trends. He gravitates towards sectors ripe for disruption, leveraging both analytical rigor and an entrepreneurial mindset to capitalize on growth opportunities. This focus aligns with his belief in fostering innovation as a vehicle for value creation. As he mentors others, there is an emphasis on nurturing agility within teams to adapt to shifting market dynamics while driving long-term impact through well-calibrated investments.
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:
25.56%
Gain +1.19%
Monthly
0.69%
Yearly
8.58%
Drawdown
37.66%
$623.43M
Equity
Holdings
$623.43M
Investment
$586.51M
$177.19M
Profit +$6.96M
Realized
$140.28M
Unrealized
$36.91M
Dividends
$13.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.19%
Profit
$6.96M
Win %
59%
This Week
Compared To Last Week
Gain
2.44%
Profit
$14.83M
Win %
59%
This Month
Compared to last month
Gain
2.22%
Profit
$13.56M
Win %
59%
This Year
Compared to last year
Gain
6.37%
Profit
$37.36M
Win %
58%
AAP Advance Auto Parts Inc.
+4.24%
+$1.03M 
DG Dollar General Corporation
+3.13%
+$1.23M 
DLTR Dollar Tree, Inc.
+3.02%
+$1.03M 
RELY Remitly Global, Inc.
+3%
+$685,374.59 
ICFI ICF International Inc.
+1.95%
+$870,919.88 
FOXF Fox Factory Holding Corp.
+1.92%
+$622,404.01 
FA First Advantage Corporation
+1.85%
+$100,057.24 
BX Blackstone Inc.
+1.51%
+$215,306 
MNRO Monro, Inc.
+1.47%
+$298,863 
KKR KKR & Co. Inc.
+1.41%
+$350,187.26 
MSFT Microsoft Corp.
+1.33%
+$702,802.64 
ARES Ares Management Corporation
+1.25%
+$510,259.05 
OWL Blue Owl Capital Inc.
+0.95%
+$376,986.47 
CPNG Coupang Inc.
+0.84%
+$253,826.16 
FLYW Flywire Corporation
+0.66%
+$43,548 
BDX Becton, Dickinson and Company
+0.57%
+$159,920.89 
GPN Global Payments Inc.
+0.15%
+$66,108.48 
Events
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Dividends
Dividend Analysis
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| Trades 186 | Longs Won 95/186 51% | Profit Factor 2.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.46M |
| Average Win $3.67M | Best Trade (Jun 29) $63.84M | Sharpe Ratio -29.16 |
| Average Loss -$1.88M | Worst Trade (Dec 30) -$17.01M | Z-Score -0.21 (16.97%) |
| Commissions $0 | Avg. Trade Length 7m 1w 3d | Expectancy $952,635.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.18% | 5.06% |
| Consecutive Losing Trades | 331 | 298 | 265 | 232 | 198 | 165 | 132 | 99 | 66 | 33 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAP Advance Auto Parts Inc. | 613,717 | $24.1M | $25.36M | - | $1.26M | 5.24% | +4.237% |
| ARES Ares Management Corporation | 347,115 | $37.91M | $41.17M | - | $3.26M | 8.59% | +1.255% |
| BDX Becton, Dickinson and Company | 155,263 | $23.5M | $28.21M | - | $4.72M | 20.07% | +0.57% |
| BX Blackstone Inc. | 127,400 | $14.99M | $14.44M | - | -$551,642 | -3.68% | +1.514% |
 CACI Caci International Inc. | 80,672 | $37.37M | $49.08M | - | $11.71M | 31.32% | -2.536% |
 COO The Cooper Companies, Inc. | 252,300 | $18.09M | $14.24M | - | -$3.85M | -21.27% | -0.546% |
| CPNG Coupang Inc. | 2.12M | $36.74M | $30.29M | - | -$6.45M | -17.56% | +0.845% |
| DG Dollar General Corporation | 328,830 | $37.85M | $40.46M | - | $2.61M | 6.9% | +3.126% |
| DLTR Dollar Tree, Inc. | 302,423 | $36.58M | $35.27M | - | -$1.31M | -3.59% | +3.021% |
| FA First Advantage Corporation | 294,286 | $3.46M | $5.51M | - | $2.05M | 59.1% | +1.851% |
| FLYW Flywire Corporation | 362,900 | $6M | $6.64M | - | $635,075 | 10.58% | +0.66% |
| FOXF Fox Factory Holding Corp. | 1.68M | $38.48M | $32.97M | - | -$5.51M | -14.31% | +1.924% |
| GPN Global Payments Inc. | 550,904 | $46.72M | $45.34M | - | -$1.38M | -2.96% | +0.146% |
 HNGE Hinge Health Inc. | 393,270 | $15.16M | $38.45M | - | $23.29M | 153.57% | -0.585% |
| ICFI ICF International Inc. | 539,069 | $43.83M | $45.54M | - | $1.71M | 3.91% | +1.95% |
| KKR KKR & Co. Inc. | 275,738 | $25.46M | $25.16M | - | -$308,162.38 | -1.21% | +1.412% |
| MNRO Monro, Inc. | 1.49M | $22.7M | $20.68M | - | -$2.02M | -8.89% | +1.466% |
| MSFT Microsoft Corp. | 100,472 | $43.48M | $53.47M | - | $9.99M | 22.98% | +1.332% |
| OWL Blue Owl Capital Inc. | 4.44M | $45.96M | $40.16M | - | -$5.8M | -12.62% | +0.948% |
| RELY Remitly Global, Inc. | 996,184 | $22.32M | $23.51M | - | $1.18M | 5.3% | +3.003% |
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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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FAQ
Which stocks have generated the highest profits for Jeffrey Annecchino?
The largest contributions to the portfolio's profits come from the following stocks: ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $63.84M, Teradyne, Inc - $26.85M, Coherent Corp - $24.33M, Jazz Pharmaceuticals plc - $20.83M, and Dave Inc. Class A Common Stock - $16.01M. 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: Day One Biopharmaceuticals, Inc - $23.4M, UnitedHealth Group Incorporated - $15.61M, Credo Technology Group Holding Ltd - $11M, Advanced Micro Devices, Inc - $9.5M, and Rapid7 Inc - $7.06M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Annecchino's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.62M earned over time. The largest contributors to dividend income include Blue Owl Capital Inc - $2.29M, Advance Auto Parts Inc - $1.94M, Dollar General Corporation - $1.85M, Global Payments Inc - $1M, and Monro, Inc - $967,181.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Annecchino's monthly returns?
Jeffrey Annecchino's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Jeffrey Annecchino's strategy be considered aggressive or moderate?
Jeffrey Annecchino'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 Jeffrey Annecchino's strategy?
Jeffrey Annecchino'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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