Regan O'Neill Portfolio
Invests via Burkehill Global Management LP | Managed by Christopher Rich
Invests via Burkehill Global Management LP
Managed by Christopher Rich
Automatically Tracked
Regan O'Neill Profile
With a distinguished background in investment management and strategic operations, Regan O'Neill has established himself as a pivotal player in the financial landscape. He possesses extensive experience driving growth for emerging businesses through operational leadership and market analysis. His track record showcases an ability to identify lucrative opportunities across diverse sectors, leveraging insights from his years of hands-on involvement with startups and mature enterprises alike. As an influential figure within corporate finance, he focuses on enabling companies to optimize their performance while navigating complex market dynamics.
With a distinguished background in investment management and strategic operations, Regan O'Neill has established himself as a pivotal player in the financial landscape. He possesses extensive experience driving growth for emerging businesses through operational leadership and market analysis. His track record showcases an ability to identify lucrative opportunities across diverse sectors, leveraging insights from his years of hands-on involvement with startups and mature enterprises alike. As an influential figure within corporate finance, he focuses on enabling companies to optimize their performance while navigating complex market dynamics.
Investment Philosophy & Strategy
Harnessing a wealth of operational insights, Regan O'Neill approaches investment with an eye for transformational opportunities. His keen understanding of market dynamics allows him to support enterprises in enhancing their strategic positioning and accelerating growth trajectories. By prioritizing innovative solutions and collaborative partnerships, he emphasizes building resilient business models that adapt to evolving industry trends. The ability to engage deeply with diverse sectors informs his capital allocation decisions, resulting in impactful investments that seek long-term value creation.
Harnessing a wealth of operational insights, Regan O'Neill approaches investment with an eye for transformational opportunities. His keen understanding of market dynamics allows him to support enterprises in enhancing their strategic positioning and accelerating growth trajectories. By prioritizing innovative solutions and collaborative partnerships, he emphasizes building resilient business models that adapt to evolving industry trends. The ability to engage deeply with diverse sectors informs his capital allocation decisions, resulting in impactful investments that seek 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:
22.72%
Gain -1.8%
Monthly
1.01%
Yearly
12.87%
Drawdown
18.71%
$2.52B
Equity
Holdings
$2.52B
Investment
$2.62B
$328.29M
Profit -$45.32M
Realized
$430.42M
Unrealized
-$102.14M
Dividends
$22.26M
Goals
Avg. 29% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.8%
Profit
-$45.32M
Win %
52%
This Week
Compared To Last Week
Gain
-1.2%
Profit
-$30.55M
Win %
52%
This Month
Compared to last month
Gain
0.41%
Profit
$10.36M
Win %
52%
This Year
Compared to last year
Gain
-8.32%
Profit
-$231.79M
Win %
50%
CBRS Cerebras Systems Inc.
+10.3%
+$3.92M 
ODTX Odyssey Therapeutics, Inc.
+8.94%
+$47,200 
EQPT EquipmentShare.com Inc.
+7.77%
+$239,700 
NBIS Nebius Group N.V.
+7.48%
+$1.58M 
BOBS Bob's Discount Furniture, Inc.
+7.37%
+$302,500 
BETA BETA Technologies, Inc. - Class A Common Stock
+6.68%
+$312,750 
AGMB Agomab Therapeutics NV
+6.41%
+$33,250 
FRVO Fervo Energy Co.
+5.83%
+$470,000 
CRWV CoreWeave, Inc.
+5.68%
+$3.36M 
LIFE Ethos Technologies Inc.
+5.67%
+$214,000 
AVLN Avalyn Pharma Inc.
+5.5%
+$224,250 
EROC ERock, Inc.
+5.29%
+$232,500 
YSS York Space Systems, Inc.
+5.29%
+$300,917.25 
TH Target Hospitality Corp.
+5.29%
+$147,000 
MPLT MapLight Therapeutics, Inc.
+4.79%
+$47,250 
VSH Vishay Intertechnology Inc.
+4.43%
+$270,000 
VOYG Voyager Technologies, Inc.
+3.86%
+$151,200 
KEEL Keel Infrastructure Corp.
+3.58%
+$9,084 
WVE Wave Life Sciences Ltd.
+3.4%
+$24,000 
NRIX Nurix Therapeutics Inc.
+3.24%
+$97,557.04 
AADX Applied Aerospace & Defense, Inc.
+3.19%
+$140,000 
YSWY Yesway, Inc.
+3.16%
+$106,400 
SUJA Suja Life, Inc.
+3.14%
+$32,000 
CTRN Citi Trends Inc.
+2.92%
+$303,000 
AXGN Axogen Inc.
+2.5%
+$35,400 
MWH SOLV Energy Inc Class A
+2.47%
+$244,000 
FPS Forgent Power Solutions, Inc.
+2.45%
+$1.12M 
INIO INNIO N.V.
+2.42%
+$392,000 
CBIO Crescent Biopharma, Inc.
+2.35%
+$35,520 
SPTX Seaport Therapeutics, Inc.
+2.35%
+$14,250 
EVMN Evommune, Inc.
+2.25%
+$13,500 
OMDA Omada Health, Inc.
+2.15%
+$24,000 
PUMP ProPetro Holding Corp.
+2.05%
+$46,000 
VIA Via Transportation, Inc.
+1.99%
+$82,500 
QNT Quantinuum Inc.
+1.95%
+$218,500 
AERO Aero Grow International, Inc.
+1.94%
+$52,500 
BNTC Benitec Biopharma Inc.
+1.93%
+$36,000 
BRCB Black Rock Coffee Bar, Inc. Class A Common Stock
+1.92%
+$22,500 
FDMT 4D Molecular Therapeutics, Inc.
+1.84%
+$74,250 
AMBQ Ambiq Micro, Inc.
+1.81%
+$51,000 
SHAZ SharonAI Holdings Inc.
+1.76%
+$70,565.56 
ACET Adicet Bio, Inc.
+1.7%
+$10,000 
ORKA Oruka Therapeutics, Inc.
+1.67%
+$76,000 
KMTS Kestra Medical Technologies, Ltd.
+1.59%
+$10,000 
AGRO Adecoagro S.A.
+1.47%
+$34,000 
TE T1 Energy Inc.
+1.43%
+$32,500 
LCLN Lincoln International Inc.
+1.34%
+$90,000 
NHP National Healthcare Properties, Inc.
+1.31%
+$42,000 
TRVI Trevi Therapeutics Inc.
+1.17%
+$145,000 
IMTX Immatics N.V.
+1.06%
+$15,000 
LXEO Lexeo Therapeutics Inc.
+1.03%
+$6,250 
INGM Ingram Micro Holding Corporation
+1.02%
+$116,000 
MIR Mirion Technologies, Inc.
+1.01%
+$59,500 
BIOA BioAge Labs, Inc.
+0.95%
+$9,000 
AVEX AEVEX Corp.
+0.92%
+$22,500 
ARX Accelerant Holdings Ltd Class A Ordinary Shares
+0.91%
+$18,000 
MAIR Madison Air Solutions Corp. Class A
+0.86%
+$159,500 
NVDA NVIDIA Corporation
+0.84%
+$382,000 
CLDX Celldex Therapeutics Inc.
+0.79%
+$15,500 
GDS GDS Holdings Ltd. - ADR
+0.79%
+$122,500 
MAC The Macerich Company
+0.78%
+$315,000 
MANE Veradermics Inc.
+0.78%
+$3,800 
ALMR Alamar Biosciences, Inc.
+0.75%
+$23,000 
ARXS Arxis, Inc.
+0.71%
+$142,500 
SARO StandardAero, Inc.
+0.69%
+$170,000 
ATAI AtaiBeckley Inc.
+0.68%
+$9,250 
ABVX Abivax SA ADR
+0.66%
+$18,120 
PAYP PayPay Corporation
+0.65%
+$33,000 
LGN Legence Corp.
+0.65%
+$68,000 
MH McGraw Hill, Inc.
+0.6%
+$8,000 
IMMX Immix Biopharma Inc.
+0.58%
+$43,529.44 
TSHA Taysha Gene Therapies Inc.
+0.54%
+$15,000 
KARD Kardigan, Inc.
+0.53%
+$3,300 
MBX MBX Biosciences, Inc.
+0.49%
+$30,000 
NTLA Intellia Therapeutics Inc.
+0.47%
+$3,000 
CMPX Compass Therapeutics Inc.
+0.42%
+$7,000 
GMRS GMR Solutions Inc.
+0.37%
+$8,000 
DLR Digital Realty Trust, Inc.
+0.32%
+$450,000 
DLTR Dollar Tree, Inc.
+0.29%
+$76,002 
VIK Viking Holdings Ltd
+0.28%
+$47,000 
FRBT Forbright, Inc.
+0.26%
+$1,000 
DFTX Definium Therapeutics, Inc.
+0.24%
+$9,000 
DNTH Dianthus Therapeutics Inc.
+0.23%
+$12,500 
HAWK HawkEye 360, Inc.
+0.23%
+$6,000 
ALH Alliance Laundry Holdings Inc.
+0.22%
+$22,500 
TBBB Bbb Foods Inc.
+0.18%
+$24,750 
EROK EagleRock Land LLC
+0.15%
+$4,400 
CTRI Centuri Holdings Inc.
+0.15%
+$6,000 
LFTO Liftoff Mobile, Inc.
+0.11%
+$3,000 
KYMR Kymera Therapeutics Inc.
+0.09%
+$8,250 
COAG Hemab Therapeutics Holdings, Inc.
+0.09%
+$3,000 
EGP EastGroup Properties Inc.
+0.08%
+$1,500 
AKR Acadia Realty Trust
+0.05%
+$1,000 
APGE Apogee Therapeutics Inc.
0%
$0 
CRNX Crinetics Pharmaceuticals Inc.
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
JAN JanOne Inc
0%
$0 
LRMR Larimar Therapeutics Inc.
0%
$0 
GPCR Structure Therapeutics Inc.
0%
$0 
MDLN Medline Inc.
0%
$0 2978
29786AAL0
0%
$0 3003
30034WAD8
0%
$0 9293
92939UAP1
0%
$0 ORCL
ORCLPRD
0%
$0 8425
842587ED5
0%
$0 DPC
DPC
0%
$0 
SNPS Synopsys, Inc.
-5.4%
-$2.92M 
CNTB Connect Biopharma Holdings Ltd.
-4.66%
-$13,500 
IMRX Immuneering Corporation
-4.37%
-$66,000 
RAPP Rapport Therapeutics Inc.
-3.94%
-$470,000 
SAIL SailPoint, Inc.
-2.94%
-$199,500 
NKTR Nektar Therapeutics Inc.
-2.85%
-$87,200 
NTSK Netskope, Inc.
-2.79%
-$100,000 
HMH HMH Holding Inc. Class A
-2.6%
-$65,000 
AAPL Apple Inc.
-2.51%
-$2.22M 
INVX Innovex International Inc.
-2.37%
-$43,800 
MMED MiniMed Group, Inc.
-2.33%
-$166,500 
DNLI Denali Therapeutics Inc.
-2.28%
-$104,000 
ANDG Andersen Group Inc. Class A Common Stock
-2.07%
-$178,500 
PTRN Pattern Group Inc.
-1.89%
-$97,500 
AHR American Healthcare REIT, Inc.
-1.86%
-$832,000 
TNYA Tenaya Therapeutics, Inc.
-1.74%
-$24,200 
NTST Netstreit Corp.
-1.66%
-$72,595.1 
CYTK Cytokinetics, Incorporated
-1.66%
-$123,000 
HTFL HeartFlow, Inc.
-1.61%
-$52,000 
FLOC Flowco Holdings Inc.
-1.59%
-$102,000 
RCUS Arcus Biosciences Inc.
-1.56%
-$23,500 
IMNM Immunome Inc.
-1.47%
-$80,000 
KRMN Karman Holdings Inc.
-1.33%
-$162,000 
IVA Inventiva S.A.
-1.24%
-$13,500 
KYTX Kyverna Therapeutics, Inc.
-1.2%
-$20,000 
SPCX Space Exploration Technologies Corp. Class A
-1.2%
-$6.71M 
MLTX MoonLake Immunotherapeutics
-1.19%
-$45,000 
GOOGL Alphabet Inc
-1.17%
-$2.01M 
GOOG Alphabet Inc
-1.11%
-$1.89M 
XENE Xenon Pharmaceuticals Inc.
-1.08%
-$65,000 
BHVN Biohaven Ltd.
-1.07%
-$85,000 
BXDC Blackstone Digital Infrastructure Trust Inc.
-1.07%
-$55,550 
LEGN Legend Biotech Corporation American Depositary Shares
-1.06%
-$57,500 
TNGX Tango Therapeutics Inc.
-1.05%
-$36,000 
HPP HUDSON PACIFIC PROPERTIES INC
-1.02%
-$74,285.64 
PRQR ProQR Therapeutics N.V.
-0.96%
-$3,524.86 
XE X-Energy Inc.
-0.95%
-$55,250 
PRAX Praxis Precision Medicines Inc.
-0.94%
-$116,900 
EIKN Eikon Therapeutics, Inc.
-0.91%
-$11,500 
BKV BKV Corporation
-0.87%
-$46,000 
PBLS Parabilis Medicines, Inc.
-0.81%
-$3,300 
QURE uniQure N.V.
-0.8%
-$27,000 
O Realty Income Corporation
-0.79%
-$612,500 
MIAX Miami International Holdings, Inc.
-0.75%
-$92,800 
BCAX Bicara Therapeutics Inc.
-0.73%
-$8,500 
GOOGM Alphabet Inc.
-0.72%
-$105,000 
GOOGN Alphabet Inc. 6.25% Series A Mandatory Convertible Preferred Stock
-0.7%
-$102,000 
GLXY Galaxy Digital Inc. Class A Common Stock
-0.64%
-$34,000 
COGT Cogent Biosciences, Inc.
-0.54%
-$61,750 
NP Neptune Insurance Holdings Inc.
-0.51%
-$29,325 
ERAS Erasca, Inc.
-0.43%
-$7,000 
RVMD Revolution Medicines Inc.
-0.4%
-$42,500 
MGEE Mge Energy Inc.
-0.3%
-$23,000 
CABA Cabaletta Bio Inc.
-0.29%
-$7,000 
IDYA Ideaya Biosciences Inc.
-0.28%
-$22,000 
AVBP Arrivent Biopharma Inc.
-0.26%
-$8,000 
SLDE Slide Insurance Holdings, Inc.
-0.24%
-$24,000 
OFRM Once Upon a Farm PBC
-0.23%
-$4,000 
MLYS Mineralys Therapeutics, Inc.
-0.21%
-$9,000 
EPRT Essential Properties Realty Trust, Inc.
-0.2%
-$21,000 
IRON Disc Medicine Inc.
-0.18%
-$7,000 
VRDN Viridian Therapeutics Inc.
-0.17%
-$2,600 
AEP American Electric Power Company, Inc.
-0.17%
-$105,000 
ZBIO Zenas BioPharma, Inc.
-0.12%
-$1,600 
CBC Central Bancompany, Inc.
-0.12%
-$5,000 
WBI WaterBridge Infrastructure LLC
-0.09%
-$4,500 
ALHC Alignment Healthcare, Inc.
-0.04%
-$1,750 Events
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Dividends
Dividend Analysis
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No Data
| Trades 501 | Longs Won 219/501 43% | Profit Factor 1.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.59M |
| Average Win $4.18M | Best Trade (Jun 29) $204.8M | Sharpe Ratio -10.34 |
| Average Loss -$2.09M | Worst Trade (Aug 25) -$134.47M | Z-Score 0.91 (63.47%) |
| Commissions $0 | Avg. Trade Length 6m 6d | Expectancy $655,259.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.43% | 7.6% |
| Consecutive Losing Trades | 1,205 | 1,084 | 964 | 843 | 723 | 602 | 482 | 361 | 241 | 120 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2978 29786AAL0 | 10M | $9.46M | $9.46M | - | - | - | 0.0 |
| 3003 30034WAD8 | 15M | $19.61M | $18.31M | - | -$1.29M | -6.59% | 0.0 |
| 8425 842587ED5 | 15M | $15.17M | $15.17M | - | - | - | 0.0 |
| 9293 92939UAP1 | 20M | $23.34M | $22.65M | - | -$687,300 | -2.94% | 0.0 |
| AADX Applied Aerospace & Defense, Inc. | 350,000 | $7.26M | $4.53M | - | -$2.73M | -37.63% | +3.192% |
| AAPL Apple Inc. | 270,000 | $78.13M | $86.39M | - | $8.26M | 10.58% | -2.511% |
| ABVX Abivax SA ADR | 24,000 | $3.2M | $2.75M | - | -$443,280 | -13.86% | +0.662% |
| ACET Adicet Bio, Inc. | 62,500 | $526,250 | $599,375 | - | $73,125 | 13.9% | +1.697% |
| AEP American Electric Power Company, Inc. | 500,000 | $68.41M | $62.25M | - | -$6.16M | -9% | -0.168% |
| AERO Aero Grow International, Inc. | 175,000 | $3.84M | $2.75M | - | -$1.09M | -28.37% | +1.944% |
| AGMB Agomab Therapeutics NV | 35,000 | $367,150 | $552,300 | - | $185,150 | 50.43% | +6.406% |
| AGRO Adecoagro S.A. | 200,000 | $1.59M | $2.35M | - | $768,000 | 48.42% | +1.466% |
| AHR American Healthcare REIT, Inc. | 800,000 | $41.72M | $43.78M | - | $2.06M | 4.93% | -1.865% |
| AKR Acadia Realty Trust | 100,000 | $2.42M | $2.03M | - | -$387,000 | -16.02% | +0.049% |
| ALH Alliance Laundry Holdings Inc. | 450,000 | $9.16M | $10.23M | - | $1.07M | 11.7% | +0.22% |
| ALHC Alignment Healthcare, Inc. | 350,000 | $6.91M | $4.74M | - | -$2.17M | -31.44% | -0.037% |
| ALMR Alamar Biosciences, Inc. | 100,000 | $2.71M | $3.08M | - | $371,000 | 13.7% | +0.752% |
| AMBQ Ambiq Micro, Inc. | 50,000 | $4.42M | $2.87M | - | -$1.54M | -34.94% | +1.808% |
| ANDG Andersen Group Inc. Class A Common Stock | 150,000 | $3.89M | $8.44M | - | $4.55M | 116.97% | -2.071% |
| APGE Apogee Therapeutics Inc. | 30,000 | $2.53M | $4.05M | - | $1.53M | 60.47% | 0.0 |
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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 Regan O'Neill?
The largest contributions to the portfolio's profits come from the following stocks: SanDisk Corporation - $258.28M, CoreWeave, Inc - $55.3M, GlobalFoundries Inc - $50.59M, Eli Lilly and Company - $40.8M, and Arthur J. Gallagher & Co - $34.24M. 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: Honeywell International Inc - $21.2M, Primo Brands Corp. Common Stock - $19.68M, The Estée Lauder Companies Inc. Class A - $14.67M, Diamondback Energy Inc - $14M, and Loar Holdings Inc - $13.37M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Regan O'Neill's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.26M earned over time. The largest contributors to dividend income include American Electric Power Company, Inc - $1.96M, Xcel Energy Inc - $1.53M, Hess Midstream LP - $1.09M, Digital Realty Trust, Inc - $915,000, and Entergy Corporation - $855,742.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Regan O'Neill's monthly returns?
Regan O'Neill'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 Regan O'Neill's strategy be considered aggressive or moderate?
Regan O'Neill's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Regan O'Neill's strategy?
Regan O'Neill'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.
