WAW
Weber Alan W Portfolio
Invests via Jb Capital Partners LP | Managed by Weber Alan W
Invests via Jb Capital Partners LP
Managed by Weber Alan W
Automatically Tracked
Weber Alan W Profile
Alan W. Weber is a seasoned entrepreneur with a notable track record in business development and corporate leadership. With extensive experience in establishing startups, he has successfully navigated multiple industries, enhancing operational efficiencies and market strategies. His ability to leverage technology for innovation has made significant contributions to growth initiatives within his ventures. Educated at reputable institutions, he combines theoretical knowledge with practical insights into entrepreneurship, making him a sought-after figure among peers and aspiring founders alike.
Alan W. Weber is a seasoned entrepreneur with a notable track record in business development and corporate leadership. With extensive experience in establishing startups, he has successfully navigated multiple industries, enhancing operational efficiencies and market strategies. His ability to leverage technology for innovation has made significant contributions to growth initiatives within his ventures. Educated at reputable institutions, he combines theoretical knowledge with practical insights into entrepreneurship, making him a sought-after figure among peers and aspiring founders alike.
Investment Philosophy & Strategy
Growth-oriented opportunities drive Alan W. Weber's investment approach, reflecting his entrepreneurial mindset and leadership background. His experience in startups informs a unique ability to identify emerging trends and technological advancements that present potential for scale. Through a focus on operational efficiencies, he seeks ventures poised for disruption while prioritizing innovation as a catalyst for success. The synergy of practical knowledge and strategic foresight allows him to make informed decisions in an evolving marketplace, aligning investments with transformative business models.
Growth-oriented opportunities drive Alan W. Weber's investment approach, reflecting his entrepreneurial mindset and leadership background. His experience in startups informs a unique ability to identify emerging trends and technological advancements that present potential for scale. Through a focus on operational efficiencies, he seeks ventures poised for disruption while prioritizing innovation as a catalyst for success. The synergy of practical knowledge and strategic foresight allows him to make informed decisions in an evolving marketplace, aligning investments with transformative business models.
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:
36.99%
Gain +2.52%
Monthly
0.74%
Yearly
9.29%
Drawdown
32.93%
$631.66M
Equity
Holdings
$631.66M
Investment
$387.61M
$235.5M
Profit +$15.31M
Realized
-$8.54M
Unrealized
$244.04M
Dividends
$17.37M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.52%
Profit
$15.31M
Win %
57%
This Week
Compared To Last Week
Gain
2.52%
Profit
$15.31M
Win %
57%
This Month
Compared to last month
Gain
2.52%
Profit
$15.31M
Win %
57%
This Year
Compared to last year
Gain
5.74%
Profit
$33.84M
Win %
57%
TCSG CONTAINER STORE GRP INC (THE)
+19,476.47%
+$8.61M 
ARC ARC Document Solutions Inc
+60.66%
+$1.25M 
EVFM Evofem Biosciences Inc.
+6.67%
+$0.01 
MKSI MKS Instruments Inc.
+3.79%
+$54,121.76 
IESC Ies Holdings Inc.
+3.11%
+$796,728.8 
CVGI Commercial Vehicle Group, Inc.
+3.09%
+$9,425.08 
TSQ Townsquare Media Inc.
+2.87%
+$20,718.74 
KTOS Kratos Defense & Security Solutions, Inc.
+2.67%
+$4,035.63 
GSIT GSI Technology Inc.
+2.48%
+$7,830 
FIX Comfort Systems USA, Inc.
+2.46%
+$433,073.03 
LCUT Lifetime Brands Inc.
+2.11%
+$71,254.62 
CXW CoreCivic Inc.
+1.39%
+$199,839.25 
GTN Gray Television, Inc.
+1.26%
+$13,365 
EZPW EzCorp Inc.
+0.76%
+$7,350 
ORN Orion Group Holdings Inc.
+0.7%
+$3,963.6 
ARCH Arch Coal Inc
+0.7%
+$164,500 
LXU Lsb Industries Inc.
+0.7%
+$4,000 
PKOH Park-Ohio Holdings Corp.
+0.64%
+$23,236.8 
INSE Inspired Entertainment Inc.
+0.61%
+$2,600 
SBGI Sinclair, Inc.
+0.58%
+$15,600 
MG Mistras Group Inc
+0.48%
+$5,625 
TRS TriMas Corporation
+0.44%
+$4,009.86 
XELB Xcel Brands Inc.
+0.39%
+$38.15 
WRLD World Acceptance Corporation
+0.33%
+$684.16 
RYZ Ryerson Holding Corporation
+0.23%
+$36,139.4 
RICK Rci Hospitality Holdings Inc.
+0.17%
+$2,700 
MTOR Meritor Inc
+0.03%
+$726 
901109AD0
0%
$0 
AGFS AgroFresh Solutions Inc
0%
$0 
ALR AlerisLife Inc.
0%
$0 
AXR Amrep Corp.
0%
$0 
BXG Bluegreen Vacations Corp
0%
$0 
CEIX Core Natural Resources Inc.
0%
$0 
CNR
0%
$0 
CVEO
0%
$0 
DLAPQ Delta Apparel Inc.
0%
$0 
ELVT Elevate Credit Inc
0%
$0 
ETM Entercom Communications Corp
0%
$0 
HBP Huttig Building Products Inc
0%
$0 
HNGR Hanger Inc
0%
$0 
HZN Horizon Global Corp
0%
$0 
IEC IEC Electronics Corp
0%
$0 
KLXE KLX Energy Services Holdings, Inc.
0%
$0 
KRA Kraton Corp
0%
$0 
MNTX Manitex International Inc
0%
$0 
PCOM Points International Ltd
0%
$0 
RNET RigNet Inc
0%
$0 
SCPL Sciplay Corp
0%
$0 
SMTX SMTC Corp
0%
$0 
SSNT SilverSun Technologies Inc
0%
$0 
TSE Trinseo PLC
0%
$0 
USAK USA Truck Inc
0%
$0 
VRTV Veritiv Corp
0%
$0 
ZEUS Olympic Steel Inc.
0%
$0 
RDNT RadNet Inc.
-2.35%
-$4.85M 
BLDR Builders FirstSource, Inc.
-2.25%
-$594,071.89 
XPEL XPEL, Inc.
-1.57%
-$104,868.24 
VFF Village Farms International Inc.
-1.52%
-$5,400 
ADNT Adient plc
-1.31%
-$7,003.1 
NSIT Insight Enterprises Inc.
-1.19%
-$27,500 
BXC Bluelinx Holdings Inc.
-1.17%
-$325,640.79 
DAN Dana Inc.
-1.17%
-$388,582.83 
DCH Dauch Corporation
-1.1%
-$10,950 
RUSHA Rush Enterprises Inc.
-1.05%
-$16,538.58 
LNSR Lensar Inc.
-1.03%
-$910.5 
FSK FS KKR Capital Corp.
-1.01%
-$4,125 
VAC Marriott Vacations Worldwide Corporation
-0.96%
-$2,803.2 
OPY Oppenheimer Holdings Inc.
-0.82%
-$341,214.43 
CSV Carriage Services Inc.
-0.77%
-$38,081.35 
TDW Tidewater Inc.
-0.74%
-$14,000 
EAF GrafTech International Ltd.
-0.72%
-$2,725 
RUSHB Rush Enterprises, Inc.
-0.71%
-$11,025.72 
FSV FirstService Corporation
-0.69%
-$10,306.08 
SAR Saratoga Investment Corp.
-0.66%
-$4,400.11 
HDSN Hudson Technologies Inc.
-0.65%
-$12,248 
ATKR Atkore Inc.
-0.58%
-$10,625 
BBCP Concrete Pumping Holdings, Inc.
-0.58%
-$11,618.88 
CIGI Colliers International Group Inc.
-0.56%
-$17,309.8 
SPWH Sportsman's Warehouse Holdings Inc.
-0.51%
-$5,668.52 
III Information Services Group Inc.
-0.5%
-$20,921 
ASUR Asure Software Inc.
-0.49%
-$2,400 
VCTR Victory Capital Holdings, Inc. Class A
-0.48%
-$130,101.64 
WSC WillScot Holdings Corporation
-0.35%
-$1,401.15 
FLNT Fluent Inc.
-0.13%
-$3,590.16 Events
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Dividends
Dividend Analysis
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| Trades 84 | Longs Won 34/84 40% | Profit Factor 4.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $17.17M |
| Average Win $9.13M | Best Trade (Aug 03) $147.02M | Sharpe Ratio -86.53 |
| Average Loss -$1.33M | Worst Trade (Aug 03) -$15.21M | Z-Score -1.59 (89.56%) |
| Commissions $0 | Avg. Trade Length 5y 4m 6d | Expectancy $2.8M |
| 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% | 0.03% | 0.24% | 1.46% | 7.11% | 28.7% |
| Consecutive Losing Trades | 475 | 427 | 380 | 332 | 285 | 237 | 190 | 142 | 95 | 47 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Weber Alan W?
The largest contributions to the portfolio's profits come from the following stocks: Dana Inc - $2.68M, Arch Coal Inc - $2.15M, Oppenheimer Holdings Inc - $2.06M, Victory Capital Holdings, Inc. Class A - $1.99M, and Ryerson Holding Corporation - $1.78M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Weber Alan W's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.37M earned over time. The largest contributors to dividend income include Dana Inc - $2.68M, Arch Coal Inc - $2.15M, Oppenheimer Holdings Inc - $2.06M, Victory Capital Holdings, Inc. Class A - $1.99M, and Ryerson Holding Corporation - $1.78M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Weber Alan W's monthly returns?
Weber Alan W'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 Weber Alan W's strategy be considered aggressive or moderate?
Weber Alan W's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Weber Alan W's strategy?
Weber Alan W's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
