KKS
Karl K. Segerberg Portfolio
Invests via Settian Capita LLP | Managed by Karl K. Segerberg
Invests via Settian Capita LLP
Managed by Karl K. Segerberg
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Karl K. Segerberg Profile
Karl K. Segerberg has established himself as a notable figure in corporate leadership with a rich background spanning various industries. His experience includes pivotal roles in steering companies towards innovative growth and operational excellence. As an executive, he demonstrates expertise in developing strategic partnerships that enhance market reach and efficiency. Karl's emphasis on fostering team dynamics enables organizations to respond adeptly to industry shifts, securing competitive advantages. With an academic foundation in business management, his insights significantly influence operational decision-making within complex environments.
Karl K. Segerberg has established himself as a notable figure in corporate leadership with a rich background spanning various industries. His experience includes pivotal roles in steering companies towards innovative growth and operational excellence. As an executive, he demonstrates expertise in developing strategic partnerships that enhance market reach and efficiency. Karl's emphasis on fostering team dynamics enables organizations to respond adeptly to industry shifts, securing competitive advantages. With an academic foundation in business management, his insights significantly influence operational decision-making within complex environments.
Investment Philosophy & Strategy
Emerging from a foundation in operational excellence, Karl K. Segerberg pursues investment opportunities with a keen focus on strategic partnerships and transformative growth. His unique approach capitalizes on synergies across industries, emphasizing innovation as a driver of market expansion. Through hands-on leadership experience, he cultivates agile teams adept at navigating competitive landscapes and evolving demands. The lens through which he evaluates potential investments is shaped by his commitment to sustainability and efficiency, aiming for long-term value creation rather than short-lived gains.
Emerging from a foundation in operational excellence, Karl K. Segerberg pursues investment opportunities with a keen focus on strategic partnerships and transformative growth. His unique approach capitalizes on synergies across industries, emphasizing innovation as a driver of market expansion. Through hands-on leadership experience, he cultivates agile teams adept at navigating competitive landscapes and evolving demands. The lens through which he evaluates potential investments is shaped by his commitment to sustainability and efficiency, aiming for long-term value creation rather than short-lived gains.
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:
28.48%
Gain +0.1%
Monthly
0.4%
Yearly
4.85%
Drawdown
16.09%
$156.88M
Equity
Holdings
$156.88M
Investment
$109.69M
$39.09M
Profit +$189,569.71
Realized
-$8.11M
Unrealized
$47.2M
Dividends
$4.67M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.1%
Profit
$189,569.71
Win %
74%
This Week
Compared To Last Week
Gain
-3.11%
Profit
-$5.04M
Win %
74%
This Month
Compared to last month
Gain
-2.11%
Profit
-$3.38M
Win %
74%
This Year
Compared to last year
Gain
-5.17%
Profit
-$6.44M
Win %
66%
GEV GE Vernova Inc.
+3.33%
+$181,260.12 
PWR Quanta Services Inc.
+2.63%
+$484,920 
V Visa Inc. Class A
+1.54%
+$131,230.82 
CEG Constellation Energy Corporation
+1.51%
+$26,109.93 
CAH Cardinal Health Inc.
+0.73%
+$7,312.5 
SMH VanEck Semiconductor ETF
+0.68%
+$8,289.98 
HSY The Hershey Company
+0.64%
+$15,544 
APH Amphenol Corporation
+0.53%
+$4,799.94 
FICO Fair Isaac Corporation
+0.49%
+$9,376 
SPGI S&P Global Inc.
+0.47%
+$14,398.68 
QXO Qxo Inc.
+0.42%
+$17,960.46 
PH Parker-Hannifin Corporation
+0.31%
+$2,780 
MCK McKesson Corporation
+0.2%
+$15,264 
MA Mastercard Incorporated
+0.17%
+$34,357.58 
MSI Motorola Solutions, Inc.
+0.14%
+$1,159.98 
CSCO Cisco Systems, Inc.
+0.05%
+$1,200 
CDNS Cadence Design Systems, Inc.
+0.03%
+$4,630.46 
HWM Howmet Aerospace Inc.
+0.02%
+$179.97 
CTAS Cintas Corporation
-2.9%
-$147,560 
MSFT Microsoft Corp.
-1.83%
-$181,252.5 
AAPL Apple Inc.
-1.59%
-$333,230 
LNG Cheniere Energy Inc.
-1.48%
-$14,200 
SNPS Synopsys, Inc.
-0.59%
-$40,350.15 
WHG Westwood Holdings Group Inc.
-0.51%
-$42,346.35 
GE General Electric Company
-0.3%
-$11,165.11 
CLH Clean Harbors Inc.
-0.08%
-$1,100 Events
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Dividends
Dividend Analysis
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| Trades 184 | Longs Won 93/184 50% | Profit Factor 2.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.06M |
| Average Win $650,336.43 | Best Trade (Jun 11) $7.58M | Sharpe Ratio -10.95 |
| Average Loss -$235,123.19 | Worst Trade (Jun 29) -$1.73M | Z-Score 0.96 (66.43%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 2d | Expectancy $212,418.9 |
| 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% | 0.19% |
| Consecutive Losing Trades | 667 | 600 | 534 | 467 | 400 | 334 | 267 | 200 | 133 | 67 |
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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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