Davina Guinness Portfolio
Invests via Regents Gate Capital LLP | Managed by Joshua White
Invests via Regents Gate Capital LLP
Managed by Joshua White
Automatically Tracked
Davina Guinness Profile
London-based investor and entrepreneur focused on consumer, luxury and real estate opportunities. Davina Guinness has operated across family-office capital deployment, direct private investments and board advisory roles, emphasizing brand-led consumer businesses, hospitality and selective real estate development. Experienced in deal sourcing, growth strategy and capital structuring, with a network spanning Europe and the UK. Useful to markets as a private investor with hands-on operational perspective and strategic liquidity planning.
London-based investor and entrepreneur focused on consumer, luxury and real estate opportunities. Davina Guinness has operated across family-office capital deployment, direct private investments and board advisory roles, emphasizing brand-led consumer businesses, hospitality and selective real estate development. Experienced in deal sourcing, growth strategy and capital structuring, with a network spanning Europe and the UK. Useful to markets as a private investor with hands-on operational perspective and strategic liquidity planning.
Investment Philosophy & Strategy
Focuses on brand-led consumer and hospitality investments with selective real estate exposure, prioritizing businesses where operational insight and network-driven distribution accelerate growth. Prefers concentrated, high-conviction stakes deployed through family-office-style capital, blending patient growth capital with structured liquidity planning. Underwriting emphasizes differentiated brand moats, repeat revenue models, and management teams with operational depth; risk managed via staged capital, governance rights and active board engagement. Time horizon is multi-year, seeking value creation through strategic repositioning and scalable international expansion.
Focuses on brand-led consumer and hospitality investments with selective real estate exposure, prioritizing businesses where operational insight and network-driven distribution accelerate growth. Prefers concentrated, high-conviction stakes deployed through family-office-style capital, blending patient growth capital with structured liquidity planning. Underwriting emphasizes differentiated brand moats, repeat revenue models, and management teams with operational depth; risk managed via staged capital, governance rights and active board engagement. Time horizon is multi-year, seeking value creation through strategic repositioning and scalable international expansion.
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:
13.35%
Gain -0.11%
Monthly
0.62%
Yearly
7.68%
Drawdown
26.5%
$75.19M
Equity
Holdings
$75.19M
Investment
$70.76M
$53.14M
Profit -$189,484.16
Realized
$48.71M
Unrealized
$4.43M
Dividends
$5.9M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$189,484.16
Win %
57%
This Week
Compared To Last Week
Gain
-2.33%
Profit
-$1.79M
Win %
57%
This Month
Compared to last month
Gain
-2.53%
Profit
-$1.95M
Win %
57%
This Year
Compared to last year
Gain
0.12%
Profit
$89,972.84
Win %
64%
JBTM JBT Marel Corporation
+13.49%
+$68,901.55 
PH Parker-Hannifin Corporation
+7.31%
+$148,861.76 
ETN Eaton Corporation plc
+1.76%
+$27,899.04 
FAST Fastenal Co.
+1.25%
+$25,953.75 
JCI Johnson Controls International plc
+0.59%
+$9,249.4 
WSO Watsco Inc.
+0.58%
+$6,392.12 
ALLE Allegion plc
0%
$0 
BALL Ball Corp.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CCK Crown Holdings Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SNA Snap-on Inc.
0%
$0 
SWK Stanley Black & Decker Inc.
0%
$0 
TT Trane Technologies plc
0%
$0 
VMC Vulcan Materials Company
0%
$0 
RBC RBC Bearings Incorporated
0%
$0 
BCC Boise Cascade Company
-9.93%
-$8,024.26 
BLDR Builders FirstSource, Inc.
-4.42%
-$51,948.45 
CHD Church & Dwight Co., Inc.
-3.5%
-$68,450.87 
ST Sensata Technologies Holding plc
-2.61%
-$15,074.68 
CRH CRH plc
-2.35%
-$42,488 
NVT nVent Electric plc
-1.62%
-$23,243.88 
AGCO AGCO Corporation
-1.61%
-$12,989.26 
OTIS Otis Worldwide Corporation
-1.57%
-$31,041.9 
AXTA Axalta Coating Systems Ltd.
-1.21%
-$12,151.36 
KMT Kennametal Inc.
-0.92%
-$1,059.03 
AVY Avery Dennison Corporation
-0.91%
-$12,715.23 
ITW Illinois Tool Works Inc.
-0.85%
-$18,618.34 
LOW Lowe's Companies Inc.
-0.7%
-$2,336.18 
APH Amphenol Corporation
-0.53%
-$3,770.17 
AOS A. O. Smith Corporation
-0.28%
-$3,280.5 
LECO Lincoln Electric Holdings, Inc.
-0.25%
-$1,785 
AMZN Amazon.com Inc
-0.14%
-$57,209.58 
APD Air Products and Chemicals, Inc.
-0.13%
-$2,683.22 Events
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Dividends
Dividend Analysis
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| Trades 282 | Longs Won 131/282 46% | Profit Factor 2.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.07M |
| Average Win $757,852.99 | Best Trade (Jun 30) $8.89M | Sharpe Ratio -67.8 |
| Average Loss -$305,568.77 | Worst Trade (Mar 30) -$3.71M | Z-Score -2.97 (100%) |
| Commissions $0 | Avg. Trade Length 4m 4w 1d | Expectancy $188,432.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.41% | 7.43% |
| Consecutive Losing Trades | 246 | 221 | 197 | 172 | 148 | 123 | 98 | 74 | 49 | 25 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGCO AGCO Corporation | 7,778 | $931,027 | $794,600.48 | - | -$136,426.52 | -14.65% | -1.608% |
| ALLE Allegion plc | 12,378 | $1.8M | $2.09M | - | $288,283.65 | 16.03% | 0.0 |
| AMZN Amazon.com Inc | 146,695 | $32.18M | $39.94M | - | $7.76M | 24.1% | -0.143% |
| AOS A. O. Smith Corporation | 18,225 | $1.2M | $1.15M | - | -$53,581.5 | -4.46% | -0.285% |
| APD Air Products and Chemicals, Inc. | 7,061 | $2.07M | $2.08M | - | $10,803.24 | 0.52% | -0.129% |
| APH Amphenol Corporation | 16,572 | $523,476.34 | $709,820.19 | - | $186,343.85 | 35.6% | -0.528% |
| AVY Avery Dennison Corporation | 7,997 | $1.3M | $1.39M | - | $93,085.03 | 7.17% | -0.906% |
| AXTA Axalta Coating Systems Ltd. | 26,416 | $903,956 | $993,505.76 | - | $89,549.76 | 9.91% | -1.208% |
| BALL Ball Corp. | 1,955 | $121,992 | $124,122.95 | - | $2,130.95 | 1.75% | 0.0 |
| BCC Boise Cascade Company | 953 | $68,225.27 | $72,790.14 | - | $4,564.87 | 6.69% | -9.929% |
| BLDR Builders FirstSource, Inc. | 15,507 | $1.39M | $1.12M | - | -$263,153.43 | -18.97% | -4.416% |
| CAT Caterpillar Inc. | 15 | $10,626.9 | $13,066.2 | - | $2,439.3 | 22.95% | 0.0 |
| CCK Crown Holdings Inc. | 32 | $3,208 | $3,908.48 | - | $700.48 | 21.84% | 0.0 |
| CHD Church & Dwight Co., Inc. | 18,857 | $1.83M | $1.89M | - | $59,022.61 | 3.23% | -3.503% |
| CMI Cummins Inc. | 810 | $435,796.19 | $526,702.5 | - | $90,906.31 | 20.86% | 0.0 |
| CRH CRH plc | 18,080 | $1.9M | $1.77M | - | -$135,057.7 | -7.11% | -2.35% |
| EME EMCOR Group, Inc. | 672 | $557,679 | $552,491.5 | - | -$5,187.5 | -0.93% | 0.0 |
| ETN Eaton Corporation plc | 3,536 | $1.24M | $1.61M | - | $371,310.47 | 29.99% | +1.764% |
| FAST Fastenal Co. | 41,526 | $1.99M | $2.1M | - | $107,344.49 | 5.38% | +1.25% |
| ITW Illinois Tool Works Inc. | 7,359 | $1.92M | $2.17M | - | $253,885.46 | 13.25% | -0.851% |
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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 Davina Guinness?
The largest contributions to the portfolio's profits come from the following stocks: Caterpillar Inc - $8.93M, Amphenol Corporation - $7.75M, Citigroup Inc - $5.23M, Cummins Inc - $5.11M, and Parker-Hannifin Corporation - $5M. 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: NVIDIA Corporation - $3.7M, Graphic Packaging Holding Company - $2.32M, United Rentals, Inc - $1.93M, Lennox International Inc - $1.92M, and CNH Industrial N.V - $1.86M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Davina Guinness's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.9M earned over time. The largest contributors to dividend income include IDEX Corporation - $293,550.16, Snap-on Inc - $253,538.38, Illinois Tool Works Inc - $249,704.71, A. O. Smith Corporation - $246,843.06, and RPM International Inc - $217,198.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Davina Guinness's monthly returns?
Davina Guinness'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 Davina Guinness's strategy be considered aggressive or moderate?
Davina Guinness'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 Davina Guinness's strategy?
Davina Guinness'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.
