Gunther Kastner Portfolio
Invests via Impact Asset Management GmbH | Managed by Gunther Kastner, Daniel Feix, Magda Ujwary
Invests via Impact Asset Management GmbH
Managed by Gunther Kastner, Daniel Feix, Magda Ujwary
Automatically Tracked
Veteran European private equity and corporate development executive focused on growth-stage technology and industrial carve-outs. Gunther Kastner brings operating and investment experience across buyouts, turnaround situations and strategic M&A, with emphasis on value creation via operational improvements, international expansion and governance upgrades. Known for leading portfolio restructurings and cross-border integrations, works with sponsors and management teams to drive exit preparation and capital markets readiness.
Veteran European private equity and corporate development executive focused on growth-stage technology and industrial carve-outs. Gunther Kastner brings operating and investment experience across buyouts, turnaround situations and strategic M&A, with emphasis on value creation via operational improvements, international expansion and governance upgrades. Known for leading portfolio restructurings and cross-border integrations, works with sponsors and management teams to drive exit preparation and capital markets readiness.
Investment Philosophy & Strategy
Focuses on growth-stage technology and industrial carve-outs, prioritizing control or influential minority stakes to execute operational turnarounds and international scaling. Emphasizes hands-on value creation through governance upgrades, cost and margin improvement, and commercial expansion. Investment horizon is medium-to-long and exit-driven, with active portfolio restructuring to optimize capital markets readiness. Risk discipline centers on rigorous operational due diligence, staged capital deployment and close alignment with management and sponsors to de-risk transitions and maximize exit timing.
Focuses on growth-stage technology and industrial carve-outs, prioritizing control or influential minority stakes to execute operational turnarounds and international scaling. Emphasizes hands-on value creation through governance upgrades, cost and margin improvement, and commercial expansion. Investment horizon is medium-to-long and exit-driven, with active portfolio restructuring to optimize capital markets readiness. Risk discipline centers on rigorous operational due diligence, staged capital deployment and close alignment with management and sponsors to de-risk transitions and maximize exit timing.
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:
54.69%
Gain +0.89%
Monthly
1.8%
Yearly
23.83%
Drawdown
19.64%
$375.02M
Equity
Holdings
$375.02M
Investment
$256.48M
$117.35M
Profit +$2.73M
Realized
-$1.19M
Unrealized
$118.54M
Dividends
$5.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$2.73M
Win %
79%
This Week
Compared To Last Week
Gain
-2.26%
Profit
-$8.67M
Win %
79%
This Month
Compared to last month
Gain
-0.17%
Profit
-$652,846.72
Win %
79%
This Year
Compared to last year
Gain
15.55%
Profit
$50.42M
Win %
79%
IR Ingersoll Rand Inc.
+13.03%
+$352,012.2 
ORLA Orla Mining Ltd.
+5.65%
+$11,110 
EQX Equinox Gold Corp.
+5.44%
+$20,104 
ADSK Autodesk, Inc.
+5.33%
+$17,175.69 
NOW ServiceNow, Inc.
+5.26%
+$238,648 
KGC Kinross Gold Corporation
+4.77%
+$97,838 
SKE Skeena Resources Ltd.
+4.71%
+$37,788 
AEM Agnico Eagle Mines Limited
+4.58%
+$88,128.06 
LLY Eli Lilly and Company
+4.56%
+$539,464.9 
XYZ Block, Inc.
+4.36%
+$12,194.04 
LOW Lowe's Companies Inc.
+4.12%
+$210,315.02 
MCO Moody's Corporation
+4.09%
+$227,289.25 
BKNG Booking Holdings Inc.
+3.9%
+$169,938.4 
EGO Eldorado Gold Corporation
+3.83%
+$40,524 
SPGI S&P Global Inc.
+3.7%
+$186,127.08 
CRM Salesforce Inc
+3.66%
+$91,564.3 
AGI Alamos Gold Inc.
+3.46%
+$50,986 
ABNB Airbnb, Inc.
+3.42%
+$14,450.77 
DHR Danaher Corporation
+3.34%
+$157,275 
BNY BlackRock New York Municipal Income Trust
+3.21%
+$231,254.4 
GFI Gold Fields Ltd. Sponsored ADR
+3.18%
+$25,086 
IAG Iamgold Corporation
+3.17%
+$31,590.06 
ORCL Oracle Corporation
+3.07%
+$107,427.9 
CPNG Coupang Inc.
+2.92%
+$5,889.24 
REGN Regeneron Pharmaceuticals, Inc.
+2.92%
+$153,485.87 
WM Waste Management, Inc.
+2.74%
+$113,944.8 
VRTX Vertex Pharmaceuticals Incorporated
+2.52%
+$160,646.6 
HL Hecla Mining Company
+2.48%
+$24,050 
FSM Fortuna Mining Corp
+2.46%
+$16,400 
V Visa Inc. Class A
+2.41%
+$298,681.92 
SE Sea Ltd.
+2.15%
+$7,783.85 
CTAS Cintas Corporation
+2.14%
+$74,470.2 
MA Mastercard Incorporated
+2.1%
+$267,970.21 
PAAS Pan American Silver Corp.
+2.07%
+$36,750 
AXP American Express Company
+1.91%
+$93,994.24 
WPM Wheaton Precious Metals Corp.
+1.64%
+$17,040 
ICE Intercontinental Exchange, Inc.
+1.57%
+$98,600.4 
ECL Ecolab Inc.
+1.39%
+$79,839.3 
ROKU Roku, Inc.
+1.37%
+$8,171.13 
MSFT Microsoft Corp.
+1.24%
+$267,702.6 
TJX The TJX Companies, Inc.
+1.07%
+$73,746 
ABBV AbbVie Inc.
+1.07%
+$95,680.43 
WELL Welltower Inc.
+0.94%
+$82,033.4 
MELI MercadoLibre, Inc.
+0.87%
+$57,348.04 
SHOP Shopify Inc.
+0.79%
+$11,710.76 
PG Procter & Gamble Co
+0.75%
+$4,991.4 
GOOG Alphabet Inc
+0.75%
+$231,055.65 
CDE Coeur Mining, Inc.
+0.47%
+$4,722.48 
CMG Chipotle Mexican Grill, Inc.
+0.46%
+$9,653 
PNC The PNC Financial Services Group, Inc.
+0.4%
+$30,396.1 
AAPL Apple Inc.
+0.4%
+$44,499.29 
C Citigroup Inc.
+0.37%
+$36,720 
AMZN Amazon.com Inc
+0.2%
+$1,094.46 
NGD New Gold Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ANET Arista Networks, Inc.
-5.36%
-$496,696.8 
LRCX Lam Research Corporation
-4.3%
-$344,533.08 
NET Cloudflare Inc.
-4.29%
-$41,439.81 
KLAC KLA Corporation
-3.17%
-$239,629.5 
AMD Advanced Micro Devices, Inc.
-3.05%
-$21,722.74 
MRVL Marvell Technology, Inc.
-3.04%
-$282,515.4 
SNPS Synopsys, Inc.
-2.91%
-$138,901.9 
CRWD CrowdStrike Holdings, Inc.
-2.78%
-$27,093.72 
DDOG Datadog, Inc. Class A Common Stock
-2.29%
-$13,129.74 
AVGO Broadcom Inc.
-1.85%
-$272,914.2 
PANW Palo Alto Networks, Inc.
-1.67%
-$175,250 
TSLA Tesla, Inc.
-1.54%
-$12,142.92 
NVDA NVIDIA Corporation
-1.36%
-$136,294.78 
SNOW Snowflake Inc.
-1.27%
-$12,481.17 
MAG Mag Silver Corp.
-1.17%
-$5,974 
EQIX Equinix, Inc.
-0.97%
-$31,697.97 
PLTR Palantir Technologies Inc.
-0.48%
-$8,228.51 
MU Micron Technology, Inc.
-0.06%
-$15,228.6 
AMP Ameriprise Financial, Inc.
-0.02%
-$811.8 
FSLR First Solar, Inc.
-0.01%
-$215.75 Events
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Dividends
Dividend Analysis
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| Trades 161 | Longs Won 100/161 62% | Profit Factor 7.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.61M |
| Average Win $1.36M | Best Trade (Oct 14) $24.14M | Sharpe Ratio -361.56 |
| Average Loss -$294,816.7 | Worst Trade (Oct 14) -$2.2M | Z-Score 5.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $728,905.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 1,272 | 1,145 | 1,018 | 891 | 763 | 636 | 509 | 382 | 254 | 127 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,481 | $7.5M | $11.18M | - | $3.69M | 49.19% | +0.399% |
| ABBV AbbVie Inc. | 31,630 | $6.26M | $9.06M | - | $2.8M | 44.7% | +1.067% |
| ABNB Airbnb, Inc. | 2,533 | $321,210 | $437,613.74 | - | $116,403.74 | 36.24% | +3.415% |
| ADSK Autodesk, Inc. | 1,393 | $383,744 | $339,153.71 | - | -$44,590.29 | -11.62% | +5.334% |
| AEM Agnico Eagle Mines Limited | 10,880 | $877,425.52 | $2.01M | - | $1.14M | 129.53% | +4.576% |
| AGI Alamos Gold Inc. | 48,100 | $959,529.49 | $1.52M | - | $563,797.51 | 58.76% | +3.463% |
| AMD Advanced Micro Devices, Inc. | 1,247 | $204,608 | $690,089.8 | - | $485,481.8 | 237.27% | -3.052% |
| AMP Ameriprise Financial, Inc. | 9,020 | $4.24M | $4.47M | - | $228,793.18 | 5.39% | -0.018% |
| AMZN Amazon.com Inc | 2,146 | $399,864.1 | $546,350.14 | - | $146,486.04 | 36.63% | +0.201% |
| ANET Arista Networks, Inc. | 47,440 | $5.24M | $8.77M | - | $3.53M | 67.33% | -5.358% |
| AVGO Broadcom Inc. | 42,510 | $7.33M | $14.45M | - | $7.11M | 97% | -1.854% |
| AXP American Express Company | 16,040 | $4.35M | $5.02M | - | $667,424.4 | 15.34% | +1.909% |
| BKNG Booking Holdings Inc. | 27,125 | $4.68M | $4.53M | - | -$156,257.25 | -3.34% | +3.899% |
| BNY BlackRock New York Municipal Income Trust | 52,320 | $4.39M | $7.43M | - | $3.04M | 69.39% | +3.211% |
| C Citigroup Inc. | 81,600 | $5.74M | $10.01M | - | $4.27M | 74.34% | +0.368% |
| CDE Coeur Mining, Inc. | 67,464 | $464,152.32 | $1.02M | - | $551,180.88 | 118.75% | +0.467% |
| CMG Chipotle Mexican Grill, Inc. | 68,950 | $4.16M | $2.11M | - | -$2.04M | -49.15% | +0.459% |
| CPNG Coupang Inc. | 14,022 | $344,240 | $207,806.04 | - | -$136,433.96 | -39.63% | +2.917% |
| CRM Salesforce Inc | 10,610 | $3.55M | $2.59M | - | -$952,247.11 | -26.84% | +3.658% |
| CRWD CrowdStrike Holdings, Inc. | 3,904 | $273,740.67 | $946,134.4 | - | $672,393.73 | 245.63% | -2.784% |
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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 Gunther Kastner?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $2.2M, Vertiv Holdings Co - $864,031.93, Broadcom Inc - $795,253.05, The PNC Financial Services Group, Inc - $519,351.99, and Booking Holdings Inc - $496,965.99. 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: Elevance Health, Inc - $1.55M, Thermo Fisher Scientific Inc - $1.01M, Colgate-Palmolive Company - $599,540.5, Adobe Inc - $441,523.8, and First Solar, Inc - $440,818.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gunther Kastner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.11M earned over time. The largest contributors to dividend income include The PNC Financial Services Group, Inc - $522,984, AbbVie Inc - $418,493.3, Citigroup Inc - $296,824, Microsoft Corp - $286,201.41, and Lowe's Companies Inc - $261,821.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gunther Kastner's monthly returns?
Gunther Kastner's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Gunther Kastner's strategy be considered aggressive or moderate?
Gunther Kastner's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Gunther Kastner's strategy?
Gunther Kastner's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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