Simon Batten Portfolio
Invests via Prevatt Capital Ltd | Managed by Simon Batten
Invests via Prevatt Capital Ltd
Managed by Simon Batten
Automatically Tracked
Simon Batten Profile
Senior investment executive focused on private equity and mid-market buyouts, with operational experience across industrials and services. Simon Batten leads sourcing, portfolio value creation and exits, leveraging prior operating roles and advisory work. Known for driving operational improvements, governance, and disciplined capital allocation across leverage cycles.
Senior investment executive focused on private equity and mid-market buyouts, with operational experience across industrials and services. Simon Batten leads sourcing, portfolio value creation and exits, leveraging prior operating roles and advisory work. Known for driving operational improvements, governance, and disciplined capital allocation across leverage cycles.
Investment Philosophy & Strategy
Focuses on mid‑market private equity and buyouts, prioritizing control or influential minority positions in industrials and services. Seeks investments where operational improvements, governance upgrades and disciplined capital allocation can drive margin expansion and cash‑flow conversion. Employs hands‑on value creation playbooks—cost optimization, commercial expansion and bolt‑on M&A—within a 3–7 year exit‑minded horizon. Emphasizes conservative leverage sizing, active board oversight and milestone‑linked incentives to de‑risk execution and maximize exit multiples.
Focuses on mid‑market private equity and buyouts, prioritizing control or influential minority positions in industrials and services. Seeks investments where operational improvements, governance upgrades and disciplined capital allocation can drive margin expansion and cash‑flow conversion. Employs hands‑on value creation playbooks—cost optimization, commercial expansion and bolt‑on M&A—within a 3–7 year exit‑minded horizon. Emphasizes conservative leverage sizing, active board oversight and milestone‑linked incentives to de‑risk execution and maximize exit multiples.
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:
42.23%
Gain -1.14%
Monthly
1.11%
Yearly
14.11%
Drawdown
18.21%
$496.08M
Equity
Holdings
$496.08M
Investment
$379.62M
$120.41M
Profit -$4.23M
Realized
$3.95M
Unrealized
$116.46M
Dividends
$14.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.14%
Profit
-$4.23M
Win %
79%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$6.7M
Win %
79%
This Month
Compared to last month
Gain
-0.85%
Profit
-$4.23M
Win %
79%
This Year
Compared to last year
Gain
7.45%
Profit
$34.38M
Win %
80%
Events
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Dividends
Dividend Analysis
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| Trades 67 | Longs Won 46/67 68% | Profit Factor 4.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.64M |
| Average Win $3.38M | Best Trade (Aug 15) $22.22M | Sharpe Ratio -10.51 |
| Average Loss -$1.68M | Worst Trade (Jun 29) -$10.77M | Z-Score 3.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $1.8M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 296 | 266 | 237 | 207 | 178 | 148 | 118 | 89 | 59 | 30 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 BKNG Booking Holdings Inc. | 217,000 | $33.72M | $46.02M | - | $12.3M | 36.48% | -0.6% |
 CARG CarGurus, Inc. | 2.58M | $77.84M | $96.41M | - | $18.57M | 23.86% | -1.318% |
 CARR Carrier Global Corporation | 395,000 | $21.2M | $24.8M | - | $3.6M | 16.96% | -0.9% |
 CME CME Group Inc. | 214,000 | $46.66M | $57.74M | - | $11.07M | 23.73% | +0.969% |
 CPRT Copart Inc. | 840,000 | $30.02M | $26.55M | - | -$3.47M | -11.54% | +7.554% |
 GTX Garrett Motion Inc. | 1.9M | $17.92M | $55.1M | - | $37.18M | 207.41% | +1.081% |
 HRB H&R Block Inc. | 710,000 | $28.43M | $38.28M | - | $9.85M | 34.66% | +1.087% |
 LYFT Lyft Inc. | 2.25M | $30.38M | $39.33M | - | $8.95M | 29.45% | +2.043% |
 PAYX Paychex Inc. | 245,000 | $22.57M | $29.89M | - | $7.33M | 32.46% | -2.695% |
 PHIN Phinia Inc. | 380,000 | $24.17M | $28.31M | - | $4.14M | 17.13% | +1.044% |
 V Visa Inc. Class A | 65,000 | $18.32M | $23.67M | - | $5.35M | 29.24% | -0.356% |
 VEEV Veeva Systems Inc. | 160,000 | $28.4M | $39M | - | $10.6M | 37.35% | -3.519% |
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Option values are updated at end of day.
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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 Simon Batten?
The largest contributions to the portfolio's profits come from the following stocks: Garrett Motion Inc - $17.03M, Allison Transmission Holdings Inc - $11.01M, CME Group Inc - $3.63M, Keurig Dr Pepper Inc - $3.52M, and British American Tobacco p.l.c. ADR - $3.1M. 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: Coty Inc - $15.38M, Diageo plc Sponsored ADR - $5.9M, Sabre Corporation - $5.32M, Huntington Ingalls Industries Inc - $558,100, and Canadian Pacific Kansas City Limited - $346,118.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Simon Batten's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.32M earned over time. The largest contributors to dividend income include CME Group Inc - $3.63M, British American Tobacco p.l.c. ADR - $1.78M, H&R Block Inc - $1.74M, Garrett Motion Inc - $1.21M, and Sysco Corporation - $1.11M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Simon Batten's monthly returns?
Simon Batten'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 Simon Batten's strategy be considered aggressive or moderate?
Simon Batten'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 Simon Batten's strategy?
Simon Batten'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.
