WRT
William R. Timmons III Portfolio
Invests via Canal Insurance CO | Managed by William R. Timmons III
Invests via Canal Insurance CO
Managed by William R. Timmons III
Automatically Tracked
William R. Timmons III Profile
A seasoned corporate builder, William R. Timmons III has demonstrated significant expertise in enhancing business growth and operational efficiency. With an extensive background across various leadership roles, he has effectively driven strategic initiatives within dynamic environments. His tenure encompasses valuable insights gained through executive positions where innovative solutions were key to market differentiation. Timmons' impact extends into areas such as mergers and acquisitions, positioning organizations for accelerated expansion and competitive advantage in their respective sectors. He remains a prominent figure in business circles, known for his ability to forge sustainable partnerships that elevate performance.
A seasoned corporate builder, William R. Timmons III has demonstrated significant expertise in enhancing business growth and operational efficiency. With an extensive background across various leadership roles, he has effectively driven strategic initiatives within dynamic environments. His tenure encompasses valuable insights gained through executive positions where innovative solutions were key to market differentiation. Timmons' impact extends into areas such as mergers and acquisitions, positioning organizations for accelerated expansion and competitive advantage in their respective sectors. He remains a prominent figure in business circles, known for his ability to forge sustainable partnerships that elevate performance.
Investment Philosophy & Strategy
William R. Timmons III exemplifies a transformative leadership style, harnessing operational know-how to capitalize on strategic opportunities. His extensive experience in the corporate realm informs an investment philosophy that prioritizes innovation-driven growth and competitive differentiation. Through his focus on business model enhancement, he seeks ventures positioned for substantial market share gains. The approach is underpinned by active engagement in mergers and acquisitions, aligning with firms poised for expansion within emerging sectors. With a commitment to building sustainable relationships, he effectively nurtures synergies that promote long-term value creation.
William R. Timmons III exemplifies a transformative leadership style, harnessing operational know-how to capitalize on strategic opportunities. His extensive experience in the corporate realm informs an investment philosophy that prioritizes innovation-driven growth and competitive differentiation. Through his focus on business model enhancement, he seeks ventures positioned for substantial market share gains. The approach is underpinned by active engagement in mergers and acquisitions, aligning with firms poised for expansion within emerging sectors. With a commitment to building sustainable relationships, he effectively nurtures synergies that promote long-term value creation.
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:
75.18%
Gain +4.14%
Monthly
0.46%
Yearly
5.65%
Drawdown
14.86%
$480.95M
Equity
Holdings
$480.95M
Investment
$271.09M
$389.09M
Profit +$15.56M
Realized
$168.07M
Unrealized
$221.02M
Dividends
$165.01M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
4.14%
Profit
$15.56M
Win %
78%
This Week
Compared To Last Week
Gain
3.9%
Profit
$18.05M
Win %
78%
This Month
Compared to last month
Gain
3.9%
Profit
$18.05M
Win %
78%
This Year
Compared to last year
Gain
5.77%
Profit
$26.25M
Win %
77%
FLR Fluor Corporation
+17.15%
+$919,600 
RDW Redwire Corporation
+14.88%
+$580,800 
OKLO Oklo Inc.
+14.84%
+$62,600 
TEM Tempus AI, Inc.
+12.9%
+$238,000 
FLY Firefly Aerospace Inc.
+10.99%
+$26,450.01 
AXON Axon Enterprise, Inc.
+9.29%
+$485,449.85 
AVAV AeroVironment Inc.
+9.05%
+$1.08M 
ASPI ASP Isotopes Inc.
+8.29%
+$34,000 
NNE Nano Nuclear Energy Inc.
+7.01%
+$30,875 
NTLA Intellia Therapeutics Inc.
+6.23%
+$161,000 
ARKG ARK Genomic Revolution ETF
+6.14%
+$298,800.12 
KTOS Kratos Defense & Security Solutions, Inc.
+5.87%
+$404,400 
EVEX Eve Holding Inc.
+5.53%
+$4,632.46 
YSS York Space Systems, Inc.
+4.68%
+$20,400 
ARKX ARK Space & Defense Innovation ETF
+3.82%
+$50,400.07 
SMR NuScale Power Corporation
+3.7%
+$81,511.5 
DELL Dell Technologies Inc.
+3.67%
+$1.14M 
CRSP Crispr Therapeutics AG
+3.64%
+$65,988 
EXEL Exelixis Inc.
+3.58%
+$37,400 
IRDM Iridium Communications Inc.
+3.42%
+$66,000 
BHP BHP Group Ltd.
+2.86%
+$100,400 
TMO Thermo Fisher Scientific Inc.
+2.39%
+$69,249.9 
ENS EnerSys
+2.16%
+$40,500 
LIT GLOBAL X LITHIUM & BATTERY T
+2.15%
+$46,800 
PFE Pfizer Inc.
+2.1%
+$198,000 
FCX Freeport-McMoRan Inc.
+2.1%
+$214,500 
CPB The Campbell's Company
+2.08%
+$44,650.1 
IBM International Business Machines Corporation
+1.59%
+$234,360 
CP Canadian Pacific Kansas City Limited
+1.53%
+$55,614 
RIO Rio Tinto Plc Sponsored ADR
+1.47%
+$116,800 
KHC The Kraft Heinz Company
+1.46%
+$36,500 
GD General Dynamics Corporation
+1.33%
+$102,599.56 
EWW iShares MSCI Mexico ETF
+1.17%
+$9,000 
JNJ Johnson & Johnson
+0.88%
+$168,750 
BMY Bristol-Myers Squibb Company
+0.87%
+$95,200 
LMT Lockheed Martin Corporation
+0.87%
+$185,562 
D Dominion Energy, Inc.
+0.85%
+$62,700 
BCX BlackRock Resources & Commodities Strategy Trust
+0.83%
+$20,417.4 
ABBV AbbVie Inc.
+0.83%
+$186,850 
BIIB Biogen Inc.
+0.81%
+$16,800.1 
AMZN Amazon.com Inc
+0.8%
+$32,699.85 
DUK Duke Energy Corporation
+0.78%
+$144,910.19 
COP ConocoPhillips
+0.73%
+$46,750 
J Jacobs Solutions Inc.
+0.69%
+$9,900.05 
NOC Northrop Grumman Corporation
+0.66%
+$113,451.21 
T AT&T Inc.
+0.36%
+$10,200 
MKL Markel Group Inc.
+0.21%
+$8,040.04 
ARGT GLOBAL X MSCI ARGENTINA ETF
+0.17%
+$2,016 
VZ Verizon Communications Inc.
+0.13%
+$10,079.83 
NEE NextEra Energy, Inc.
+0.06%
+$1,000 
MSFT Microsoft Corp.
+0.01%
+$1,726.15 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
AIR AAR Corp.
-2.33%
-$272,798.4 
WMB The Williams Companies, Inc.
-1.9%
-$68,250 
JRVR James River Group Holdings, Ltd.
-1.77%
-$13,946.03 
VLO Valero Energy Corporation
-1.56%
-$47,299.8 
BP BP p.l.c. Sponsored ADR
-1.44%
-$122,000 
CVX Chevron Corporation
-1.42%
-$292,763.2 
KMI Kinder Morgan, Inc.
-1.41%
-$88,000 
EWZ iShares MSCI Brazil ETF
-1.33%
-$4,750 
XOM Exxon Mobil Corporation
-1.22%
-$198,973.95 
E Eni S.p.A. Sponsored ADR
-1.2%
-$6,500 
LHX L3Harris Technologies, Inc.
-1.04%
-$72,240.24 
TRP TC Energy Corporation
-1.03%
-$6,600 
RPRX Royalty Pharma plc
-0.86%
-$9,800 
ILF iShares Latin America 40 ETF
-0.83%
-$2,320 
PSN Parsons Corporation
-0.81%
-$4,440.93 
PSX Phillips 66
-0.79%
-$69,275 
EPD Enterprise Products Partners L.P.
-0.72%
-$41,249.85 
CVS CVS Health Corporation
-0.56%
-$5,400 
WMT Walmart Inc.
-0.22%
-$13,750 
SO The Southern Company
-0.21%
-$4,000 
FLNC Fluence Energy, Inc.
-0.15%
-$6,600 
ABT Abbott Laboratories
-0.14%
-$13,500 
RTX RTX Corporation
-0.12%
-$25,288.74 Events
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Dividends
Dividend Analysis
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| Trades 1425 | Longs Won 891/1425 62% | Profit Factor 2.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.29M |
| Average Win $671,137.29 | Best Trade (Aug 10) $15.11M | Sharpe Ratio -11.49 |
| Average Loss -$391,183.34 | Worst Trade (Dec 30) -$10.44M | Z-Score -3.18 (100%) |
| Commissions $0 | Avg. Trade Length 4y 2m 2w 6d | Expectancy $273,046.61 |
| 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 | 1,230 | 1,107 | 984 | 861 | 738 | 615 | 492 | 369 | 246 | 123 |
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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FAQ
Which stocks have generated the highest profits for William R. Timmons III?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $29.36M, Lockheed Martin Corporation - $23.98M, Northrop Grumman Corporation - $23.49M, The Williams Companies, Inc - $14.62M, and Raytheon Co - $14.54M. 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: Direxion Daily S&P 500 Bear 3X Shares - $36.2M, TSFG - $13.94M, SDS - $9.65M, Transocean Ltd - $6.86M, and MDR - $4.67M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William R. Timmons III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $165.01M earned over time. The largest contributors to dividend income include Duke Energy Corporation - $11.2M, Chevron Corporation - $8.49M, BP p.l.c. Sponsored ADR - $8.35M, International Business Machines Corporation - $7.85M, and Lockheed Martin Corporation - $7.06M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William R. Timmons III's monthly returns?
William R. Timmons III'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 William R. Timmons III's strategy be considered aggressive or moderate?
William R. Timmons III'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 William R. Timmons III's strategy?
William R. Timmons III's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
