KPL
Kitching Partners LLC Portfolio
Invests via KITCHING PARTNERS, LLC | Managed by Stephen Richard Kitching
Invests via KITCHING PARTNERS, LLC
Managed by Stephen Richard Kitching
Automatically Tracked
Company Profile
Privately held investment manager focused on middle-market private equity and strategic advisory for growth-stage companies across technology, healthcare and specialized services. KITCHING PARTNERS, LLC deploys control and minority capital, sources direct deals for institutional and family-office investors, and emphasizes operational improvement and sector expertise to drive exits via strategic sale or recapitalization. Based in the U.S., it positions as a hands-on partner to management teams.
Privately held investment manager focused on middle-market private equity and strategic advisory for growth-stage companies across technology, healthcare and specialized services. KITCHING PARTNERS, LLC deploys control and minority capital, sources direct deals for institutional and family-office investors, and emphasizes operational improvement and sector expertise to drive exits via strategic sale or recapitalization. Based in the U.S., it positions as a hands-on partner to management teams.
Investment Philosophy & Strategy
Focused on middle-market control and minority investments, the firm pursues sector-specialized buyouts and growth equity in technology, healthcare and niche services. Capital deployment prioritizes operational improvement, margin expansion and buy-and-build roll-ups supported by experienced operating partners. Underwriting emphasizes repeatable unit economics, conservative leverage and staged capital commitments for downside protection. Typical holding horizons target value creation through strategic sale or recapitalization over a 3–7 year cycle, with direct deal sourcing for institutional and family‑office allocators.
Focused on middle-market control and minority investments, the firm pursues sector-specialized buyouts and growth equity in technology, healthcare and niche services. Capital deployment prioritizes operational improvement, margin expansion and buy-and-build roll-ups supported by experienced operating partners. Underwriting emphasizes repeatable unit economics, conservative leverage and staged capital commitments for downside protection. Typical holding horizons target value creation through strategic sale or recapitalization over a 3–7 year cycle, with direct deal sourcing for institutional and family‑office allocators.
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:
6.37%
Gain
Monthly
0.2%
Yearly
2.46%
Drawdown
25.11%
$113.89M
Equity
Holdings
$113.89M
Investment
$95.97M
$21.26M
Profit -$220,214.18
Realized
$3.33M
Unrealized
$17.92M
Dividends
$6.02M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$220,214.18
Win %
72%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$606,047.8
Win %
72%
This Month
Compared to last month
Gain
-0.1%
Profit
-$116,794.08
Win %
72%
This Year
Compared to last year
Gain
4.82%
Profit
$5.24M
Win %
71%
EBC Eastern Bankshares, Inc.
+3.41%
+$15,846.77 
PM Philip Morris International Inc.
+3%
+$7,150.15 
CSX CSX Corporation
+2.7%
+$14,708.1 
PEP PepsiCo, Inc.
+2.34%
+$4,438 
MSFT Microsoft Corp.
+2.09%
+$8,700.05 
SDY SPDR S&P Dividend ETF
+1.73%
+$172,141.2 
AAPL Apple Inc.
+1.65%
+$6,901.2 
PHG Koninklijke Philips N.V.
+0.7%
+$2,139.21 
AXP American Express Company
+0.64%
+$3,002.19 
AMZN Amazon.com Inc
+0.61%
+$4,601.78 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$102,708.56 
VTV Vanguard Value ETF
+0.35%
+$11,034.87 
GOOGL Alphabet Inc
+0.27%
+$1,394.66 
VB Vanguard Small-Cap ETF
+0.18%
+$4,553.74 
NNAVW NextNav Inc.
-21.32%
-$45,781.74 
CDE Coeur Mining, Inc.
-6.95%
-$15,057.83 
ORLA Orla Mining Ltd.
-6.48%
-$7,270.89 
SILJ Amplify Junior Silver Miners ETF
-5.32%
-$16,798.31 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-4.54%
-$10,197.98 
ABTC Gryphon Digital Mining, Inc
-4.25%
-$656.32 
AVGO Broadcom Inc.
-4.1%
-$10,953.86 
COPX Global X Copper Miners ETF
-3.42%
-$9,345.6 
SLV iShares Silver Trust
-3.37%
-$6,256.8 
RIO Rio Tinto Plc Sponsored ADR
-2.78%
-$13,000 
NN NextNav Inc.
-2.75%
-$14,526.71 
NVDA NVIDIA Corporation
-2.41%
-$32,215.04 
IAU iShares Gold Trust
-1.73%
-$125,362.78 
META Meta Platforms Inc Class A
-1.7%
-$6,918.87 
TSLA Tesla, Inc.
-1.34%
-$4,020.4 
VWO Vanguard FTSE Emerging Markets ETF
-1.1%
-$72,889.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.99%
-$138,128.2 
VUG Vanguard Growth ETF
-0.75%
-$5,429.16 
VOO Vanguard S&P 500 ETF
-0.27%
-$22,542.95 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.26%
-$3,916.55 
VGLT Vanguard Long-Term Treasury Fund
-0.19%
-$8,081.67 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.09%
-$4,906.56 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$300.64 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$182.81 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$2,379.44 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.01%
-$1,127.17 Events
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Dividends
Dividend Analysis
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| Trades 260 | Longs Won 171/260 65% | Profit Factor 15.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $314,359.59 |
| Average Win $132,637.41 | Best Trade (Jul 16) $3.61M | Sharpe Ratio -40.3 |
| Average Loss -$15,993.97 | Worst Trade (Jul 13) -$421,833.38 | Z-Score 4.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $81,759.74 |
| 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 | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
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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