Barclay Douglas Jr Portfolio
Invests via Slocum, Gordon & Co LLP | Managed by Jeffrey L. Gordon, Michael P. Moeller
Invests via Slocum, Gordon & Co LLP
Managed by Jeffrey L. Gordon, Michael P. Moeller
Automatically Tracked
Barclay Douglas Jr Profile
Veteran private markets executive and investor with multi-decade experience in operational leadership, corporate strategy and buyout investing. Barclay Douglas Jr combines board-level governance, portfolio company value creation and capital formation expertise, focusing on industrials, business services and growth-stage opportunities. Known for hands-on turnaround work, deal sourcing and syndication with limited partner relationships across pension, family office and institutional channels.
Veteran private markets executive and investor with multi-decade experience in operational leadership, corporate strategy and buyout investing. Barclay Douglas Jr combines board-level governance, portfolio company value creation and capital formation expertise, focusing on industrials, business services and growth-stage opportunities. Known for hands-on turnaround work, deal sourcing and syndication with limited partner relationships across pension, family office and institutional channels.
Investment Philosophy & Strategy
Prioritizes control-oriented private markets investing that couples operational playbooks with disciplined capital allocation to drive industrials, business services and growth-stage outcomes. Favors buyouts and turnaround situations where board influence and hands-on governance unlock EBITDA improvement and multiple expansion. Investment horizon is medium-to-long term, targeting measurable operational KPIs, staged capital deployment, syndication with trusted LPs, and downside protection through conservative leverage and active portfolio management.
Prioritizes control-oriented private markets investing that couples operational playbooks with disciplined capital allocation to drive industrials, business services and growth-stage outcomes. Favors buyouts and turnaround situations where board influence and hands-on governance unlock EBITDA improvement and multiple expansion. Investment horizon is medium-to-long term, targeting measurable operational KPIs, staged capital deployment, syndication with trusted LPs, and downside protection through conservative leverage and active portfolio management.
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:
7.54%
Gain
Monthly
0.01%
Yearly
0.13%
Drawdown
18.84%
$147.66M
Equity
Holdings
$147.66M
Investment
$120.43M
$16.63M
Profit +$1.65M
Realized
-$10.6M
Unrealized
$27.23M
Dividends
$15.88M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.65M
Win %
71%
This Week
Compared To Last Week
Gain
0.62%
Profit
$915,032.65
Win %
71%
This Month
Compared to last month
Gain
0.54%
Profit
$785,092.57
Win %
71%
This Year
Compared to last year
Gain
0.2%
Profit
$316,831.27
Win %
73%
ABT Abbott Laboratories
+10.41%
+$35,326.7 
MRK Merck & Co., Inc.
+3.47%
+$405,181.92 
ZTS Zoetis Inc.
+3.33%
+$4,825.87 
SBUX Starbucks Corporation
+3.21%
+$88,104.37 
UNP Union Pacific Corporation
+3.21%
+$42,915.39 
ABBV AbbVie Inc.
+3.14%
+$156,981.89 
VZ Verizon Communications Inc.
+2.81%
+$144,986.8 
CL Colgate-Palmolive Company
+2.72%
+$8,366.4 
PM Philip Morris International Inc.
+2.67%
+$8,218.1 
MCD McDonald's Corporation
+2.61%
+$105,425.69 
T AT&T Inc.
+2.54%
+$59,237.14 
WY Weyerhaeuser Company
+2.53%
+$47,772.61 
PEP PepsiCo, Inc.
+2.27%
+$4,028.64 
BDX Becton, Dickinson and Company
+2.2%
+$34,202.3 
COST Costco Wholesale Corporation
+2.19%
+$20,808.06 
EMN Eastman Chemical Company
+2.08%
+$19,810 
KO The Coca-Cola Company
+2.05%
+$4,732 
WMT Walmart Inc.
+1.92%
+$23,369.01 
LECO Lincoln Electric Holdings, Inc.
+1.92%
+$4,860 
IRT Independence Realty Trust Inc.
+1.91%
+$30,351.83 
BMY Bristol-Myers Squibb Company
+1.7%
+$3,646 
HD The Home Depot, Inc.
+1.66%
+$8,510.67 
UL Unilever PLC Sponsored American Depositary Receipt
+1.64%
+$65,591.42 
PG Procter & Gamble Co
+1.61%
+$117,091.24 
CVX Chevron Corporation
+1.48%
+$6,508.44 
IBM International Business Machines Corporation
+1.44%
+$22,905.58 
MSFT Microsoft Corp.
+1.38%
+$17,608.53 
JNJ Johnson & Johnson
+1.35%
+$144,044.18 
XOM Exxon Mobil Corporation
+1.31%
+$132,126.98 
AAPL Apple Inc.
+1.12%
+$24,759.04 
PFE Pfizer Inc.
+1.11%
+$25,059.92 
EPD Enterprise Products Partners L.P.
+1.11%
+$2,490 
KMI Kinder Morgan, Inc.
+1.09%
+$14,771.4 
ECL Ecolab Inc.
+1.05%
+$2,310.14 
COP ConocoPhillips
+0.96%
+$28,562.58 
DUK Duke Energy Corporation
+0.89%
+$32,956.62 
D Dominion Energy, Inc.
+0.63%
+$4,889.25 
WMB The Williams Companies, Inc.
+0.5%
+$14,431.85 
OXY Occidental Petroleum Corporation
+0.49%
+$8,569.57 
MMM 3M Company
+0.49%
+$2,820.3 
AEP American Electric Power Company, Inc.
+0.38%
+$33,208.14 
AMZN Amazon.com Inc
+0.31%
+$2,256.8 
LMT Lockheed Martin Corporation
+0.3%
+$5,703.81 
HEFT Hedgeye Fourth Turning ETF
+0.23%
+$570.25 
GOOGL Alphabet Inc
+0.18%
+$527.33 
DOW Dow Inc.
+0.1%
+$273.87 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$102.7 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
SNDK SanDisk Corporation
-11%
-$106,608.02 
GLW Corning Incorporated
-10.44%
-$27,299.85 
VST Vistra Corp
-6.62%
-$14,840.14 
GE General Electric Company
-5.91%
-$196,059.61 
CAT Caterpillar Inc.
-3.83%
-$52,500 
GEV GE Vernova Inc.
-3.46%
-$83,877 
GLD SPDR Gold Shares
-1.78%
-$4,369.12 
EWJ iShares MSCI Japan ETF
-1.66%
-$50,568.75 
DD DuPont de Nemours, Inc.
-1.26%
-$6,229.36 
RVTY Revvity Inc.
-0.57%
-$1,486.8 
EWA iShares MSCI Australia ETF
-0.54%
-$19,609.21 
JPM JPMorgan Chase & Co.
-0.47%
-$18,067.75 
IVV iShares Core S&P 500 ETF
-0.38%
-$1,232.5 
NEE NextEra Energy, Inc.
-0.18%
-$17,049.28 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.12%
-$1,637.28 
TIP iShares TIPS Bond ETF
-0.11%
-$5,011.35 Events
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Dividends
Dividend Analysis
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| Trades 814 | Longs Won 477/814 58% | Profit Factor 1.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $490,888.58 |
| Average Win $96,454.38 | Best Trade (Jul 10) $3.74M | Sharpe Ratio -16.08 |
| Average Loss -$87,168.6 | Worst Trade (Dec 31) -$8.94M | Z-Score 3.15 (99.84%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 1d | Expectancy $20,433.56 |
| 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% | 0.38% | 7.24% |
| Consecutive Losing Trades | 1,695 | 1,525 | 1,356 | 1,186 | 1,017 | 847 | 678 | 508 | 339 | 169 |
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Returns
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