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:
1.66%
Gain
Monthly
0.09%
Yearly
1.07%
Drawdown
15.96%
$106.41M
Equity
Holdings
$106.41M
Investment
$112.55M
-$2.47M
Profit +$1.83M
Realized
$3.66M
Unrealized
-$6.13M
Dividends
$11.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.83M
Win %
50%
This Week
Compared To Last Week
Gain
0.32%
Profit
$334,090.53
Win %
50%
This Month
Compared to last month
Gain
2.41%
Profit
$2.51M
Win %
50%
This Year
Compared to last year
Gain
11.44%
Profit
$10.92M
Win %
52%
CSGP CoStar Group, Inc.
+5.91%
+$202,142.71 
BKD Brookdale Senior Living Inc.
+5.38%
+$55,741.84 
NXRT NexPoint Residential Trust Inc.
+3.67%
+$253,682.81 
HPP HUDSON PACIFIC PROPERTIES INC
+3.54%
+$215,703.4 
AVB AvalonBay Communities, Inc.
+2.61%
+$80,352 
CPT Camden Property Trust
+2.3%
+$79,186.84 
DEI Douglas Emmett Inc.
+2.28%
+$217,328.46 
BLDR Builders FirstSource, Inc.
+2.13%
+$7,656.12 
CHDN Churchill Downs Incorporated
+2.05%
+$110,685.1 
CNS Cohen & Steers Inc.
+1.98%
+$250,706.04 
ESS Essex Property Trust, Inc.
+1.63%
+$76,030.68 
CIGI Colliers International Group Inc.
+1.35%
+$85,131.94 
VAC Marriott Vacations Worldwide Corporation
+1%
+$66,239.14 
BX Blackstone Inc.
+0.98%
+$2,105.52 
AIV Apartment Investment and Management Company
+0.91%
+$63,904.4 
CBRE CBRE Group Inc.
+0.72%
+$64,237.56 
BHR Braemar Hotels & Resorts Inc.
+0.25%
+$5,698.99 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 111 | Longs Won 44/111 39% | Profit Factor 0.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $752,206.54 | Best Trade (Mar 31) $4.03M | Sharpe Ratio -10.25 |
| Average Loss -$530,881.72 | Worst Trade (Jul 14) -$5.97M | Z-Score -2.71 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 6d | Expectancy -$22,270.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 315,042.64% | 27,877.59% | 6,748.74% | 2,466.84% | 1,130.09% | 597.18% | 348.26% | 218.29% | 144.57% |
| Consecutive Losing Trades | 200 | 180 | 160 | 140 | 120 | 100 | 80 | 60 | 40 | 20 |
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Returns
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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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