PHIL GIOVANNETTI Portfolio
Invests via LANDMARK INVESTMENT PARTNERS, L.P. | Managed by Phil Giovannetti, Steven Louis Frankel, Marc Joseph Ortiz
Invests via LANDMARK INVESTMENT PARTNERS, L.P.
Managed by Phil Giovannetti, Steven Louis Frankel, Marc Joseph Ortiz
Automatically Tracked
PHIL GIOVANNETTI Profile
Veteran private equity and operational executive focused on middle-market buyouts, turnaround situations and value creation through operational improvement. PHIL GIOVANNETTI has led portfolio operations, M&A execution and capital raises across industrials, business services and consumer-facing businesses, and has experience chairing boards and running P&L teams. Markets view him as an operator-investor who prioritizes EBITDA expansion, margin recovery and cash flow generation. He is active in deal sourcing, diligencing and post-acquisition integration with a strategy blending capex, cost optimization and selective tuck-in acquisitions.
Veteran private equity and operational executive focused on middle-market buyouts, turnaround situations and value creation through operational improvement. PHIL GIOVANNETTI has led portfolio operations, M&A execution and capital raises across industrials, business services and consumer-facing businesses, and has experience chairing boards and running P&L teams. Markets view him as an operator-investor who prioritizes EBITDA expansion, margin recovery and cash flow generation. He is active in deal sourcing, diligencing and post-acquisition integration with a strategy blending capex, cost optimization and selective tuck-in acquisitions.
Investment Philosophy & Strategy
Combines operational-first private equity with disciplined middle-market buyout and turnaround playbook, targeting businesses where EBITDA expansion, margin recovery and cash-flow conversion are attainable. Pursues control or influential minority stakes to drive capex-led productivity, cost optimization and strategic tuck-ins. Employs active sourcing and hands-on post-acquisition integration, focuses on industrials, business services and consumer niches, favors measurable KPIs, short-to-medium term value realization and conservative leverage to protect downside.
Combines operational-first private equity with disciplined middle-market buyout and turnaround playbook, targeting businesses where EBITDA expansion, margin recovery and cash-flow conversion are attainable. Pursues control or influential minority stakes to drive capex-led productivity, cost optimization and strategic tuck-ins. Employs active sourcing and hands-on post-acquisition integration, focuses on industrials, business services and consumer niches, favors measurable KPIs, short-to-medium term value realization and conservative leverage to protect downside.
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:
-10.22%
Gain -2.16%
Monthly
-0.54%
Yearly
-6.3%
Drawdown
19.32%
$105.1M
Equity
Holdings
$105.1M
Investment
$117.17M
-$24.19M
Profit -$2.17M
Realized
-$12.12M
Unrealized
-$12.07M
Dividends
$9.75M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.16%
Profit
-$2.17M
Win %
40%
This Week
Compared To Last Week
Gain
-3.12%
Profit
-$3.38M
Win %
40%
This Month
Compared to last month
Gain
-2.67%
Profit
-$2.88M
Win %
40%
This Year
Compared to last year
Gain
-2.7%
Profit
-$2.92M
Win %
39%
AIV Apartment Investment and Management Company
+1.15%
+$59,456.91 
TNL Travel + Leisure Co.
+0.94%
+$39,923.8 
BKD Brookdale Senior Living Inc.
+0.72%
+$6,515.28 
CBRE CBRE Group Inc.
+0.64%
+$36,417.68 
BHR Braemar Hotels & Resorts Inc.
+0.49%
+$9,888.83 
AVB AvalonBay Communities, Inc.
+0.08%
+$1,670.98 
ESS Essex Property Trust, Inc.
+0.04%
+$1,653.22 
EQR Equity Residential
0%
$0 
UDR UDR Inc.
0%
$0 BAM
BAM
0%
$0 
HPP HUDSON PACIFIC PROPERTIES INC
-4.14%
-$251,923.8 
COMP Compass Inc.
-2.47%
-$191,415.84 
CSGP CoStar Group, Inc.
-2.03%
-$96,487.23 
SKY Skyline Champion Corporation
-1.85%
-$42,552.68 
DEI Douglas Emmett Inc.
-1.77%
-$212,695.14 
NXRT NexPoint Residential Trust Inc.
-1.61%
-$127,636.8 
RCL Royal Caribbean Group
-1.57%
-$15,903.92 
CNS Cohen & Steers Inc.
-1.06%
-$99,053.5 
VAC Marriott Vacations Worldwide Corporation
-0.26%
-$19,385.6 
ENSG The Ensign Group, Inc.
-0.13%
-$7,832.76 
CHH Choice Hotels International Inc.
-0.12%
-$7,268.82 Events
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Dividends
Dividend Analysis
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| Trades 131 | Longs Won 52/131 39% | Profit Factor 0.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.26M |
| Average Win $668,156.88 | Best Trade (Mar 31) $4.03M | Sharpe Ratio -209.24 |
| Average Loss -$745,948.45 | Worst Trade (Aug 31) -$5.4M | Z-Score -0.04 (3.18%) |
| Commissions $0 | Avg. Trade Length 6m 1w 3d | Expectancy -$184,624.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 141 | 127 | 113 | 99 | 85 | 70 | 56 | 42 | 28 | 14 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AIV Apartment Investment and Management Company | 1.98M | $11.97M | $5.23M | - | -$6.74M | -56.3% | +1.149% |
| AVB AvalonBay Communities, Inc. | 11,140 | $1.82M | $2.05M | - | $230,709.38 | 12.68% | +0.082% |
| BAM BAM | 73,864 | $4.02M | $4.02M | - | - | - | 0.0 |
| BHR Braemar Hotels & Resorts Inc. | 988,883 | $2.72M | $2.01M | - | -$714,854.29 | -26.26% | +0.495% |
| BKD Brookdale Senior Living Inc. | 72,392 | $453,173.92 | $915,034.88 | - | $461,860.96 | 101.92% | +0.717% |
| CBRE CBRE Group Inc. | 37,544 | $5.09M | $5.74M | - | $653,265.53 | 12.85% | +0.639% |
| CHH Choice Hotels International Inc. | 55,914 | $6.26M | $5.84M | - | -$421,032.42 | -6.73% | -0.124% |
| CNS Cohen & Steers Inc. | 108,850 | $8.51M | $9.22M | - | $709,300.57 | 8.33% | -1.062% |
| COMP Compass Inc. | 580,048 | $7.34M | $7.55M | - | $211,717.98 | 2.88% | -2.472% |
| CSGP CoStar Group, Inc. | 144,011 | $10.12M | $4.66M | - | -$5.46M | -53.94% | -2.027% |
| DEI Douglas Emmett Inc. | 1.01M | $13.36M | $11.83M | - | -$1.53M | -11.44% | -1.766% |
| ENSG The Ensign Group, Inc. | 34,054 | $5.41M | $6.19M | - | $775,068.7 | 14.32% | -0.126% |
| EQR Equity Residential | 79,904 | $5.16M | $5.27M | - | $111,465.88 | 2.16% | 0.0 |
| ESS Essex Property Trust, Inc. | 12,719 | $3.9M | $3.66M | - | -$242,297.04 | -6.21% | +0.045% |
| HPP HUDSON PACIFIC PROPERTIES INC | 419,873 | $3.59M | $5.84M | - | $2.25M | 62.58% | -4.138% |
| NXRT NexPoint Residential Trust Inc. | 319,092 | $8.46M | $7.82M | - | -$639,254.29 | -7.56% | -1.606% |
| RCL Royal Caribbean Group | 3,259 | $1M | $993,995 | - | -$6,029 | -0.6% | -1.575% |
| SKY Skyline Champion Corporation | 23,906 | $2.11M | $2.26M | - | $153,237.46 | 7.27% | -1.848% |
| TNL Travel + Leisure Co. | 57,034 | $4.23M | $4.31M | - | $75,855.66 | 1.79% | +0.936% |
| UDR UDR Inc. | 193,045 | $7.71M | $7.32M | - | -$382,229.1 | -4.96% | 0.0 |
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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 PHIL GIOVANNETTI?
The largest contributions to the portfolio's profits come from the following stocks: Brookdale Senior Living Inc - $9.13M, Hilton Worldwide Holdings Inc - $4.28M, Travel + Leisure Co - $2.49M, Ventas Inc - $1.92M, and First Industrial Realty Trust Inc - $1.41M. 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: Park Hotels & Resorts Inc - $5.14M, Kilroy Realty Corporation - $4.74M, Pebblebrook Hotel Trust - $3.3M, Churchill Downs Incorporated - $2.25M, and NexPoint Residential Trust Inc - $2.07M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does PHIL GIOVANNETTI's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.75M earned over time. The largest contributors to dividend income include Apartment Investment and Management Company - $4.04M, Essex Property Trust, Inc - $1.21M, Douglas Emmett Inc - $1.07M, NexPoint Residential Trust Inc - $664,471.07, and Cohen & Steers Inc - $624,099.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are PHIL GIOVANNETTI's monthly returns?
PHIL GIOVANNETTI'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 PHIL GIOVANNETTI's strategy be considered aggressive or moderate?
PHIL GIOVANNETTI'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 PHIL GIOVANNETTI's strategy?
PHIL GIOVANNETTI'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.
