Patrick Phillips Portfolio
Invests via DKRT Investments Corp | Managed by Patrick Phillips
Invests via DKRT Investments Corp
Managed by Patrick Phillips
Automatically Tracked
Seasoned private equity investor with operational and deal experience across growth and buyout investments. Patrick Phillips is known for sourcing and leading middle-market transactions, portfolio company value creation, and exit planning. He brings prior operating roles and buy-side experience complemented by an MBA-level business education. The profile suits investors, LPs and corporates seeking a deal-focused partner with hands-on governance and M&A execution capability.
Seasoned private equity investor with operational and deal experience across growth and buyout investments. Patrick Phillips is known for sourcing and leading middle-market transactions, portfolio company value creation, and exit planning. He brings prior operating roles and buy-side experience complemented by an MBA-level business education. The profile suits investors, LPs and corporates seeking a deal-focused partner with hands-on governance and M&A execution capability.
Investment Philosophy & Strategy
Applies a hands-on, operationally driven private equity approach focused on middle‑market buyouts and growth investments. Prioritizes proprietary sourcing and rigorous underwriting that emphasizes cash‑flow mechanics, margin expansion and repeatable M&A bolt‑on strategies. Prefers control or meaningful minority positions enabling active governance, KPI‑driven value creation plans and disciplined use of leverage. Typical holding horizon centers on scaling EBITDA and executing planned exits over a multi‑year cycle, balancing strategic operational improvements with opportunistic market timing.
Applies a hands-on, operationally driven private equity approach focused on middle‑market buyouts and growth investments. Prioritizes proprietary sourcing and rigorous underwriting that emphasizes cash‑flow mechanics, margin expansion and repeatable M&A bolt‑on strategies. Prefers control or meaningful minority positions enabling active governance, KPI‑driven value creation plans and disciplined use of leverage. Typical holding horizon centers on scaling EBITDA and executing planned exits over a multi‑year cycle, balancing strategic operational improvements with opportunistic market timing.
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:
1.15%
Gain
Monthly
0.09%
Yearly
1.1%
Drawdown
18.69%
$415.25M
Equity
Holdings
$415.25M
Investment
$446.31M
-$26.72M
Profit -$82.74M
Realized
$4.34M
Unrealized
-$31.06M
Dividends
$5.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$82.74M
Win %
73%
This Week
Compared To Last Week
Gain
-16.35%
Profit
-$81.17M
Win %
73%
This Month
Compared to last month
Gain
1.31%
Profit
$5.37M
Win %
73%
This Year
Compared to last year
Gain
9.6%
Profit
$36.36M
Win %
74%
GE General Electric Company
+2.54%
+$43,949.95 
XOM Exxon Mobil Corporation
+1.7%
+$24,850 
OVV Ovintiv Inc.
+1.69%
+$2,865 
GEV GE Vernova Inc.
+1.57%
+$20,381.28 
CAT Caterpillar Inc.
+0.99%
+$130,200 
VTRS Viatris Inc.
+0.43%
+$325.57 
UNP Union Pacific Corporation
+0.43%
+$31,739.25 
BNS Bank of Nova Scotia
+0.42%
+$21,000 
RY Royal Bank of Canada
+0.37%
+$16,000 
MRK Merck & Co., Inc.
+0.36%
+$14,950 
TGT Target Corporation
+0.32%
+$11,250 
JPM JPMorgan Chase & Co.
+0.3%
+$127,501.25 
TD The Toronto-Dominion Bank
+0.21%
+$19,500 
BA Boeing Company
+0.14%
+$10,875 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$5,800.1 
OGN Organon & Co.
+0.11%
+$18.75 
WFC Wells Fargo & Company
+0.05%
+$4,725 
CDNMF EGR Exploration Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TRI
0%
$0 
GEHC GE HealthCare Technologies Inc.
-4.26%
-$4,664.8 
A Agilent Technologies Inc.
-2.65%
-$722,002 
VERX Vertex Inc.
-2.19%
-$8,631 
NKE Nike, Inc. - Class B
-2.15%
-$52,800 
DIS The Walt Disney Company
-2.1%
-$41,800 
NVO Novo Nordisk A/S Sponsored ADR
-1.76%
-$54,300 
TMO Thermo Fisher Scientific Inc.
-1.69%
-$385,560.42 
BSX Boston Scientific Corporation
-1.59%
-$308,850 
ELV Elevance Health, Inc.
-1.5%
-$530,100 
RELX Relx PLC Sponsored ADR
-1.37%
-$11,625 
BIIB Biogen Inc.
-1.36%
-$7,112.5 
GS The Goldman Sachs Group, Inc.
-1.2%
-$395,098.8 
C Citigroup Inc.
-1.13%
-$20,115 
TU TELUS Corporation
-1.09%
-$23,000 
TPG TPG Inc.
-0.95%
-$10,500 
NU Nu Holdings Ltd.
-0.94%
-$3,250 
AQN Algonquin Power & Utilities Corp.
-0.94%
-$9,625 
BCE BCE Inc.
-0.84%
-$1,184 
SOLV Solventum Corporation
-0.8%
-$4,062.5 
AMZN Amazon.com Inc
-0.64%
-$56,000 
FDX FedEx Corporation
-0.56%
-$161,100 
WAB Wabtec Corporation
-0.45%
-$254.66 
UPS United Parcel Service, Inc.
-0.4%
-$11,750 
WMT Walmart Inc.
-0.34%
-$3,890 
MMM 3M Company
-0.32%
-$12,750 
SHAK Shake Shack Inc.
-0.13%
-$1,875 
PFE Pfizer Inc.
-0.12%
-$1,053.5 
ICLR ICON plc
-0.09%
-$8,000 Events
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Dividends
Dividend Analysis
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| Trades 82 | Longs Won 55/82 67% | Profit Factor 0.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.62M |
| Average Win $1.29M | Best Trade (Jul 17) $12M | Sharpe Ratio -154.59 |
| Average Loss -$3.61M | Worst Trade (Jul 10) -$74.61M | Z-Score 3.85 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 4d | Expectancy -$325,872.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 404,604.89% | 33,205.24% | 7,692.01% | 2,725.1% | 1,218.5% | 631.27% | 362.02% | 223.64% | 146.23% |
| Consecutive Losing Trades | 115 | 103 | 92 | 80 | 69 | 57 | 46 | 34 | 23 | 11 |
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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