ACL
AlpenGlobal Capital LLC Portfolio
Invests via AlpenGlobal Capital LLC | Managed by Alex Gutt
Invests via AlpenGlobal Capital LLC
Managed by Alex Gutt
Automatically Tracked
Company Profile
Registered alternative asset manager focused on event-driven and credit-intensive strategies, AlpenGlobal Capital LLC manages proprietary and client capital across distressed debt, special situations and structured credit. Positions itself as an opportunistic credit investor, leveraging legal and restructuring expertise to source mispriced credits and control stakes via workouts. Serves institutional investors and family offices with capital-efficient, concentrated portfolios seeking idiosyncratic return streams uncorrelated to equity markets.
Registered alternative asset manager focused on event-driven and credit-intensive strategies, AlpenGlobal Capital LLC manages proprietary and client capital across distressed debt, special situations and structured credit. Positions itself as an opportunistic credit investor, leveraging legal and restructuring expertise to source mispriced credits and control stakes via workouts. Serves institutional investors and family offices with capital-efficient, concentrated portfolios seeking idiosyncratic return streams uncorrelated to equity markets.
Investment Philosophy & Strategy
Positions capital opportunistically across stressed and dislocated credit markets, prioritizing event-driven and special situations where legal, restructuring and operational levers create asymmetric returns. Employs concentrated, capital-efficient portfolios that favor distressed debt, structured credit and control-oriented workouts, combining rigorous credit underwriting with scenario-driven recovery analysis. Balances idiosyncratic return-seeking with active risk controls—loss-limiting covenants, legal playbooks and liquidity staging—to preserve capital through cycles. Targets institutional and family‑office partnerships, emphasizing uncorrelated, alpha‑oriented strategies built on deep restructuring expertise and a nimble sourcing network.
Positions capital opportunistically across stressed and dislocated credit markets, prioritizing event-driven and special situations where legal, restructuring and operational levers create asymmetric returns. Employs concentrated, capital-efficient portfolios that favor distressed debt, structured credit and control-oriented workouts, combining rigorous credit underwriting with scenario-driven recovery analysis. Balances idiosyncratic return-seeking with active risk controls—loss-limiting covenants, legal playbooks and liquidity staging—to preserve capital through cycles. Targets institutional and family‑office partnerships, emphasizing uncorrelated, alpha‑oriented strategies built on deep restructuring expertise and a nimble sourcing network.
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:
-0.37%
Gain -0.87%
Monthly
-0.02%
Yearly
-0.22%
Drawdown
23.09%
$156.91M
Equity
Holdings
$156.91M
Investment
$152.04M
-$571,685.97
Profit -$1.33M
Realized
-$5.43M
Unrealized
$4.86M
Dividends
$1.43M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$1.33M
Win %
55%
This Week
Compared To Last Week
Gain
0.14%
Profit
$212,777.64
Win %
55%
This Month
Compared to last month
Gain
-3.25%
Profit
-$5.27M
Win %
55%
This Year
Compared to last year
Gain
0.62%
Profit
$947,530.65
Win %
53%
META Meta Platforms Inc Class A
+2.23%
+$109,062.2 
IBM International Business Machines Corporation
+1.93%
+$47,301.54 
ADBE Adobe Inc.
+1.28%
+$31,753.62 
MA Mastercard Incorporated
+0.8%
+$52,342.44 
RACE Ferrari N.V.
+0.59%
+$30,309.54 
TSLA Tesla, Inc.
+0.32%
+$42,968.67 
DIS The Walt Disney Company
+0.14%
+$5,704.2 
MSFT Microsoft Corp.
+0.14%
+$11,146.95 
CMG Chipotle Mexican Grill, Inc.
+0.09%
+$4,692.93 
ECL Ecolab Inc.
0%
+$135.49 H591
H5919C104
0%
$0 
MCD McDonald's Corporation
-5.77%
-$160,597.41 
BKNG Booking Holdings Inc.
-4.48%
-$134,724.8 
NYT New York Times Co.
-3.59%
-$145,662.4 
GOOGL Alphabet Inc
-2.96%
-$394,877.6 
GOOG Alphabet Inc
-2.86%
-$113,127.14 
AVGO Broadcom Inc.
-2.4%
-$50,589.06 
QLD ProShares Ultra QQQ
-1.87%
-$40,452.95 
AMZN Amazon.com Inc
-1.83%
-$243,916.92 
NVDA NVIDIA Corporation
-1.76%
-$5,474 
AMT American Tower Corporation
-1.44%
-$3,772.5 
WSM Williams-Sonoma, Inc.
-1.2%
-$115,458.96 
TTEK Tetra Tech, Inc.
-1.1%
-$40,430.52 
GS The Goldman Sachs Group, Inc.
-0.99%
-$18,909.35 
MELI MercadoLibre, Inc.
-0.92%
-$66,141.62 
QQQ Invesco QQQ Trust, Series 1
-0.92%
-$6,272.3 
AAPL Apple Inc.
-0.84%
-$9,163.44 
AXP American Express Company
-0.68%
-$45,659.37 
NFLX Netflix, Inc.
-0.62%
-$56,929.29 
SPY SPDR S&P 500 ETF Trust
-0.61%
-$19,836 
LULU lululemon athletica inc.
-0.61%
-$1,893.78 
SYK Stryker Corporation
-0.6%
-$10,155.73 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.42%
-$8,951.36 
COST Costco Wholesale Corporation
-0.4%
-$26,507.85 
UBER Uber Technologies, Inc.
-0.14%
-$2,263.3 Events
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Dividends
Dividend Analysis
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| Trades 156 | Longs Won 80/156 51% | Profit Factor 0.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $755,751.5 |
| Average Win $241,536.36 | Best Trade (Sep 21) $6.25M | Sharpe Ratio -11.48 |
| Average Loss -$261,770.99 | Worst Trade (Aug 12) -$4.32M | Z-Score 0.25 (19.69%) |
| Commissions $0 | Avg. Trade Length 1y 1m | Expectancy -$3,664.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 600 | 540 | 480 | 420 | 360 | 300 | 240 | 180 | 120 | 60 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,204 | $801,207.38 | $1.08M | - | $278,188.18 | 34.72% | -0.842% |
| ADBE Adobe Inc. | 10,377 | $4.55M | $2.5M | - | -$2.04M | -44.94% | +1.284% |
| AMT American Tower Corporation | 1,500 | $258,870 | $259,102.5 | - | $232.5 | 0.09% | -1.435% |
| AMZN Amazon.com Inc | 52,119 | $11.43M | $13.05M | - | $1.62M | 14.14% | -1.835% |
| AVGO Broadcom Inc. | 5,775 | $1.8M | $2.05M | - | $253,629.26 | 14.08% | -2.403% |
| AXP American Express Company | 22,111 | $6.56M | $6.7M | - | $136,395.95 | 2.08% | -0.677% |
| BKNG Booking Holdings Inc. | 18,305 | $3.65M | $2.87M | - | -$773,945.91 | -21.23% | -4.482% |
| CMG Chipotle Mexican Grill, Inc. | 156,431 | $9.36M | $5.11M | - | -$4.25M | -45.4% | +0.092% |
| COST Costco Wholesale Corporation | 7,467 | $6.86M | $6.69M | - | -$174,021.04 | -2.54% | -0.395% |
| DIS The Walt Disney Company | 38,028 | $4.22M | $3.95M | - | -$266,989.05 | -6.33% | +0.144% |
| ECL Ecolab Inc. | 13,549 | $3.24M | $3.74M | - | $503,886.66 | 15.56% | +0.004% |
| EMBJ Embraer S.A. Sponsored American Depositary Receipt | 27,973 | $1.62M | $2.14M | - | $521,241.98 | 32.14% | -0.416% |
| GOOG Alphabet Inc | 11,381 | $2.17M | $3.84M | - | $1.67M | 77.21% | -2.861% |
| GOOGL Alphabet Inc | 37,969 | $7.17M | $12.94M | - | $5.77M | 80.39% | -2.962% |
| GS The Goldman Sachs Group, Inc. | 2,017 | $1.73M | $1.9M | - | $163,555.14 | 9.44% | -0.987% |
| H591 H5919C104 | 40,755 | $1.39M | $1.44M | - | $53,865.82 | 3.88% | 0.0 |
| IBM International Business Machines Corporation | 10,582 | $2.87M | $2.5M | - | -$371,337.71 | -12.95% | +1.932% |
| LULU lululemon athletica inc. | 3,006 | $1.14M | $309,918.6 | - | -$825,398.78 | -72.7% | -0.607% |
| MA Mastercard Incorporated | 11,736 | $6.19M | $6.58M | - | $391,248.48 | 6.33% | +0.802% |
| MCD McDonald's Corporation | 11,114 | $3.24M | $2.62M | - | -$613,236.66 | -18.96% | -5.772% |
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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 AlpenGlobal Capital LLC?
The largest contributions to the portfolio's profits come from the following stocks: Williams-Sonoma, Inc - $199,915.49, Alphabet Inc - $183,929, American Express Company - $140,980.43, Apple Inc - $116,336.1, and McDonald's Corporation - $111,701.54. 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: lululemon athletica inc - $3.45M, Tesla, Inc - $657,330.3, Adobe Inc - $611,851.78, PayPal Holdings Inc - $417,508.26, and Booking Holdings Inc - $396,174.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does AlpenGlobal Capital LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.43M earned over time. The largest contributors to dividend income include Williams-Sonoma, Inc - $196,681.92, McDonald's Corporation - $167,613.42, American Express Company - $130,532.5, Microsoft Corp - $94,598.31, and Ferrari N.V - $85,417.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are AlpenGlobal Capital LLC's monthly returns?
AlpenGlobal Capital LLC'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 AlpenGlobal Capital LLC's strategy be considered aggressive or moderate?
AlpenGlobal Capital LLC'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 AlpenGlobal Capital LLC's strategy?
AlpenGlobal Capital LLC'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.
