Michael Perry Portfolio
Invests via Albar Capital Partners LLP | Managed by Michael Perry
Invests via Albar Capital Partners LLP
Managed by Michael Perry
Automatically Tracked
Michael Perry Profile
Veteran investor and operating executive focused on event-driven and value-oriented strategies, Michael Perry founded and led investment vehicles deploying across public equity, distressed credit and special situations. Known for portfolio construction, risk controls and capital raising, he has prior experience scaling investment teams and working with institutional LPs. Market-facing profile emphasizes deal sourcing, active governance and opportunistic capital allocation.
Veteran investor and operating executive focused on event-driven and value-oriented strategies, Michael Perry founded and led investment vehicles deploying across public equity, distressed credit and special situations. Known for portfolio construction, risk controls and capital raising, he has prior experience scaling investment teams and working with institutional LPs. Market-facing profile emphasizes deal sourcing, active governance and opportunistic capital allocation.
Investment Philosophy & Strategy
Seasoned operator-investor prioritizes event-driven and value-oriented opportunities across public equities, distressed credit and special situations. Emphasizes concentrated, high-conviction positions paired with robust risk controls, dynamic portfolio construction and disciplined capital allocation to exploit dislocations. Prefers active governance, event arbitrage and turnaround situations where operational levers can unlock value. Time horizon is opportunistic-to-medium, with flexible use of leverage and hedging to manage downside while pursuing asymmetric upside.
Seasoned operator-investor prioritizes event-driven and value-oriented opportunities across public equities, distressed credit and special situations. Emphasizes concentrated, high-conviction positions paired with robust risk controls, dynamic portfolio construction and disciplined capital allocation to exploit dislocations. Prefers active governance, event arbitrage and turnaround situations where operational levers can unlock value. Time horizon is opportunistic-to-medium, with flexible use of leverage and hedging to manage downside while pursuing asymmetric upside.
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:
30.71%
Gain -0.43%
Monthly
1.25%
Yearly
16.12%
Drawdown
21.46%
$624.3M
Equity
Holdings
$624.3M
Investment
$637.47M
$95.54M
Profit -$2.65M
Realized
$108.71M
Unrealized
-$13.18M
Dividends
$10.77M
Goals
Avg. 25.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.43%
Profit
-$2.65M
Win %
55%
This Week
Compared To Last Week
Gain
-1.49%
Profit
-$9.46M
Win %
55%
This Month
Compared to last month
Gain
-0.17%
Profit
-$1.06M
Win %
55%
This Year
Compared to last year
Gain
-9.82%
Profit
-$67.98M
Win %
63%
RTX RTX Corporation
+3.54%
+$1.2M 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.59%
+$93,702.75 
CRH CRH plc
+1.34%
+$493,079.73 
PKG Packaging Corporation of America
+1.29%
+$25,095.1 
FAST Fastenal Co.
+0.9%
+$88,401.95 
LIN Linde plc
+0.86%
+$49,856.75 
BALL Ball Corp.
+0.76%
+$159,794.27 
DOV Dover Corporation
+0.76%
+$447,371.2 
GE General Electric Company
+0.7%
+$55,728.93 
APD Air Products and Chemicals, Inc.
+0.66%
+$60,210.89 
MAS Masco Corporation
+0.36%
+$27,054.56 
AMCR Amcor plc
+0.29%
+$7,240.75 
ALLE Allegion plc
+0.25%
+$22,992.84 
CARR Carrier Global Corporation
+0.18%
+$79,076.7 
SXT Sensient Technologies Corporation
+0.17%
+$3,737.04 
IFF International Flavors & Fragrances Inc.
+0.02%
+$1,265.8 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STX Seagate Technology Holdings plc
-7.54%
-$342,557.5 
INTC Intel Corporation
-6.42%
-$299,647.44 
AMD Advanced Micro Devices, Inc.
-5.94%
-$158,945.42 
SMTC Semtech Corporation
-5.68%
-$239,344.85 
LITE Lumentum Holdings Inc.
-5.44%
-$238,735.52 
TEX Terex Corporation
-3.42%
-$754,864.2 
STM STMicroelectronics N.V.
-2.71%
-$67,635.76 
AMZN Amazon.com Inc
-2.11%
-$704,685.18 
ADI Analog Devices, Inc.
-1.69%
-$319,386.96 
JCI Johnson Controls International plc
-1.46%
-$378,313.2 
NVDA NVIDIA Corporation
-1.44%
-$202,463.04 
MT ArcelorMittal S.A.
-1.3%
-$217,850.1 
URI United Rentals, Inc.
-1.16%
-$302,084.21 
FCX Freeport-McMoRan Inc.
-0.86%
-$820,636.46 
ASML ASML Holding N.V. New York Registry Shares
-0.79%
-$147,100.77 
PPG PPG Industries Inc.
-0.74%
-$86,104.86 
MMM 3M Company
-0.73%
-$148,371.41 
CTVA Corteva Inc.
-0.47%
-$17,569.5 
AVY Avery Dennison Corporation
-0.18%
-$2,859.84 
PCAR PACCAR Inc.
-0.05%
-$12,898.62 
SW Smurfit WestRock PLC
-0.02%
-$2,156.62 Events
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Dividends
Dividend Analysis
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| Trades 203 | Longs Won 115/203 56% | Profit Factor 1.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.45M |
| Average Win $1.7M | Best Trade (Jun 29) $13.37M | Sharpe Ratio -7.69 |
| Average Loss -$1.13M | Worst Trade (Oct 15) -$9.8M | Z-Score -0.46 (35.38%) |
| Commissions $0 | Avg. Trade Length 5m 1d | Expectancy $470,635.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 552 | 497 | 442 | 387 | 331 | 276 | 221 | 166 | 110 | 55 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADI Analog Devices, Inc. | 46,694 | $14.34M | $18.54M | - | $4.2M | 29.26% | -1.693% |
| ALLE Allegion plc | 58,956 | $8.28M | $9.21M | - | $922,661.84 | 11.14% | +0.25% |
| AMCR Amcor plc | 57,926 | $2.51M | $2.54M | - | $29,831.99 | 1.19% | +0.286% |
| AMD Advanced Micro Devices, Inc. | 4,756 | $2.76M | $2.52M | - | -$247,787.64 | -8.97% | -5.944% |
| AMZN Amazon.com Inc | 130,861 | $28.65M | $32.63M | - | $3.98M | 13.89% | -2.114% |
| APD Air Products and Chemicals, Inc. | 30,720 | $8.92M | $9.17M | - | $247,910.38 | 2.78% | +0.661% |
| ASML ASML Holding N.V. New York Registry Shares | 11,212 | $15.93M | $18.44M | - | $2.5M | 15.7% | -0.792% |
| AVY Avery Dennison Corporation | 8,937 | $1.45M | $1.57M | - | $118,057.72 | 8.14% | -0.182% |
| BALL Ball Corp. | 336,409 | $20.99M | $21.29M | - | $294,357.47 | 1.4% | +0.756% |
| CARR Carrier Global Corporation | 790,767 | $44.43M | $43.54M | - | -$890,559.31 | -2% | +0.182% |
| CRH CRH plc | 446,226 | $42.82M | $37.23M | - | -$5.6M | -13.07% | +1.342% |
| CTVA Corteva Inc. | 292,825 | $22.54M | $3.75M | - | -$18.79M | -83.35% | -0.466% |
| DOV Dover Corporation | 305,372 | $63.18M | $59.72M | - | -$3.46M | -5.48% | +0.755% |
| FAST Fastenal Co. | 194,290 | $9.33M | $9.88M | - | $544,983.16 | 5.84% | +0.903% |
| FCX Freeport-McMoRan Inc. | 1.37M | $76.88M | $95M | - | $18.12M | 23.57% | -0.856% |
| GE General Electric Company | 25,447 | $9.51M | $8M | - | -$1.52M | -15.93% | +0.702% |
| IFF International Flavors & Fragrances Inc. | 63,290 | $5.01M | $5.72M | - | $701,885.9 | 14% | +0.022% |
| INTC Intel Corporation | 48,962 | $6.84M | $4.37M | - | -$2.47M | -36.08% | -6.417% |
| JCI Johnson Controls International plc | 175,145 | $24.93M | $25.48M | - | $546,124.14 | 2.19% | -1.463% |
| LIN Linde plc | 11,731 | $5.99M | $5.84M | - | -$158,944.25 | -2.65% | +0.862% |
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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 Michael Perry?
The largest contributions to the portfolio's profits come from the following stocks: Cummins Inc - $15.91M, Johnson Controls International plc - $14.23M, Corteva Inc - $11.33M, Caterpillar Inc - $10.5M, and Freeport-McMoRan Inc - $8.11M. 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: Eaton Corporation plc - $3.95M, h5919c104 - $3.38M, Crown Holdings Inc - $3.18M, International Flavors & Fragrances Inc - $2.86M, and Lockheed Martin Corporation - $2.52M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Perry's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.77M earned over time. The largest contributors to dividend income include CRH plc - $951,233.65, Air Products and Chemicals, Inc - $793,959.99, Packaging Corporation of America - $666,583.5, Freeport-McMoRan Inc - $613,117.8, and Corteva Inc - $539,870.21. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Perry's monthly returns?
Michael Perry's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Michael Perry's strategy be considered aggressive or moderate?
Michael Perry's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Michael Perry's strategy?
Michael Perry's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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