KW
Keith Williams Portfolio
Invests via 4D Advisors LLC | Managed by Keith Williams
Invests via 4D Advisors LLC
Managed by Keith Williams
Automatically Tracked
Keith Williams Profile
With a diverse career spanning various sectors, Keith Williams has established himself as a prominent figure in operational leadership and strategic execution. He leverages extensive experience from senior roles within renowned corporations to drive growth initiatives and enhance organizational efficiency. His background encompasses significant contributions to business transformation projects, where he applied innovative solutions to complex challenges. By fostering cross-functional collaboration, he enhances team performance while aligning objectives with market demands. This unique blend of expertise enables him to navigate the dynamic landscape of corporate leadership effectively.
With a diverse career spanning various sectors, Keith Williams has established himself as a prominent figure in operational leadership and strategic execution. He leverages extensive experience from senior roles within renowned corporations to drive growth initiatives and enhance organizational efficiency. His background encompasses significant contributions to business transformation projects, where he applied innovative solutions to complex challenges. By fostering cross-functional collaboration, he enhances team performance while aligning objectives with market demands. This unique blend of expertise enables him to navigate the dynamic landscape of corporate leadership effectively.
Investment Philosophy & Strategy
Through a lens of operational excellence, Keith Williams approaches investment with an emphasis on transforming businesses to achieve their full potential. His leadership experience in diverse sectors allows for nuanced strategic insights, identifying opportunities where others may see challenges. Prioritizing innovation and efficiency, he focuses on refining processes to create sustainable value while responding proactively to market shifts. This entrepreneurial mindset fosters not just growth but also resilience within organizations under his guidance, making him adept at capital allocation that balances both short-term gains and long-term viability.
Through a lens of operational excellence, Keith Williams approaches investment with an emphasis on transforming businesses to achieve their full potential. His leadership experience in diverse sectors allows for nuanced strategic insights, identifying opportunities where others may see challenges. Prioritizing innovation and efficiency, he focuses on refining processes to create sustainable value while responding proactively to market shifts. This entrepreneurial mindset fosters not just growth but also resilience within organizations under his guidance, making him adept at capital allocation that balances both short-term gains and long-term viability.
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:
64.94%
Gain +1.16%
Monthly
2.92%
Yearly
41.33%
Drawdown
19.09%
$203.07M
Equity
Holdings
$203.07M
Investment
$140.83M
$94.45M
Profit +$2.51M
Realized
$32.21M
Unrealized
$62.24M
Dividends
$1.02M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.16%
Profit
$2.51M
Win %
75%
This Week
Compared To Last Week
Gain
4.92%
Profit
$9.53M
Win %
75%
This Month
Compared to last month
Gain
6.43%
Profit
$12.28M
Win %
75%
This Year
Compared to last year
Gain
-28.84%
Profit
-$36.29M
Win %
76%
ONTO Onto Innovation Inc.
+6.79%
+$618,000 
SHLS Shoals Technologies Group, Inc.
+5.46%
+$270,000 
MYRG Myr Group Inc.
+4.86%
+$309,600 
COHU Cohu Inc.
+4.71%
+$510,600 
AEIS Advanced Energy Industries Inc.
+4.1%
+$209,550 
UCTT Ultra Clean Holdings, Inc.
+3.88%
+$305,250 
ICHR Ichor Holdings Ltd.
+3.28%
+$276,000 
CELH Celsius Holdings Inc.
+2.75%
+$58,500 
NEM Newmont Corporation
+2.69%
+$78,900 
FIX Comfort Systems USA, Inc.
+1.87%
+$137,821.96 
TPB Turning Point Brands Inc.
+1.83%
+$96,200 
POWL Powell Industries Inc.
+1.45%
+$82,290 
KNF Knife River Corporation
+1.36%
+$51,500 
KLIC Kulicke & Soffa Industries, Inc.
+1.17%
+$78,600 
PR Permian Resources Corporation
+1.14%
+$66,000 
AEBI Aebi Schmidt Holding AG
+1.06%
+$45,500 
BHE Benchmark Electronics Inc.
+1%
+$53,400 
CSL Carlisle Companies Inc.
+0.84%
+$28,600.1 
CECO CECO Environmental Corp.
+0.34%
+$21,450 
WM Waste Management, Inc.
+0.29%
+$25,600.4 
FANG Diamondback Energy Inc
+0.28%
+$767.88 
JBHT J.B. Hunt Transport Services, Inc.
+0.08%
+$8,800 
XPO
0%
$0 
APEI American Public Education, Inc.
-2.76%
-$222,000 
BOOT Boot Barn Holdings, Inc.
-2.56%
-$89,600 
CVLG Covenant Logistics Group Inc.
-1.79%
-$112,050 
FSS Federal Signal Corp.
-1.19%
-$65,500 
CACI Caci International Inc.
-1.17%
-$33,880 
KNX Knight-Swift Transportation Holdings Inc.
-1.15%
-$61,425 
AXON Axon Enterprise, Inc.
-1%
-$44,700 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$80,400 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$48,920 
MRTN Marten Transport, Ltd.
-0.66%
-$42,000 
CWST Casella Waste Systems Inc.
-0.43%
-$25,350 Events
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Dividends
Dividend Analysis
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No Data
| Trades 191 | Longs Won 87/191 45% | Profit Factor 7.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.19M |
| Average Win $1.26M | Best Trade (Jun 12) $7.06M | Sharpe Ratio -10.14 |
| Average Loss -$145,363.35 | Worst Trade (Jun 11) -$1.48M | Z-Score -3.11 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w | Expectancy $494,498.21 |
| 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 | 1,397 | 1,257 | 1,117 | 978 | 838 | 698 | 559 | 419 | 279 | 140 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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