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:
12.74%
Gain -0.05%
Monthly
0.64%
Yearly
7.99%
Drawdown
21.66%
$515.8M
Equity
Holdings
$515.8M
Investment
$466.12M
$45.67M
Profit +$198,213.6
Realized
-$4.01M
Unrealized
$49.68M
Dividends
$6.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.05%
Profit
$198,213.6
Win %
77%
This Week
Compared To Last Week
Gain
0.6%
Profit
$3.09M
Win %
77%
This Month
Compared to last month
Gain
-2.71%
Profit
-$14.36M
Win %
77%
This Year
Compared to last year
Gain
9.91%
Profit
$46.49M
Win %
69%
MMM 3M Company
+8.87%
+$1.36M 
CCK Crown Holdings Inc.
+5.24%
+$630,518.99 
APH Amphenol Corporation
+4.22%
+$870,578.42 
ST Sensata Technologies Holding plc
+4.17%
+$290,249.28 
TKR Timken Co.
+3.31%
+$452,296.53 
CMI Cummins Inc.
+3.18%
+$129,136.16 
CAT Caterpillar Inc.
+3.17%
+$684,378 
EMR Emerson Electric Co.
+2.25%
+$325,239.67 
ROK Rockwell Automation, Inc.
+1.82%
+$61,145.04 
RBC RBC Bearings Incorporated
+1.81%
+$348,049.96 
PH Parker-Hannifin Corporation
+1.65%
+$434,909.52 
ETN Eaton Corporation plc
+1.6%
+$312,673.39 
DOV Dover Corporation
+1.42%
+$121,584 
SWK Stanley Black & Decker Inc.
+1.35%
+$87,783.74 
PPG PPG Industries Inc.
+0.95%
+$67,714.9 
IR Ingersoll Rand Inc.
+0.91%
+$226,998.61 
ITT Itt Inc.
+0.71%
+$173,952.19 
TT Trane Technologies plc
+0.69%
+$105,881.22 
AOS A. O. Smith Corporation
+0.68%
+$105,580.4 
ITW Illinois Tool Works Inc.
+0.57%
+$144,284.46 
IEX IDEX Corporation
+0.49%
+$140,820.12 
SNA Snap-on Inc.
+0.43%
+$116,069.83 
JBTM JBT Marel Corporation
+0.41%
+$9,142.1 
RPM RPM International Inc.
+0.34%
+$43,687.7 
ALLE Allegion plc
+0.22%
+$51,342.82 
AYI Acuity Brands Inc.
+0.13%
+$1,830.51 
BLD TopBuild Corp
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
OTIS Otis Worldwide Corporation
-1.48%
-$191,213.25 
LIN Linde plc
-1.41%
-$161,675.55 
AMZN Amazon.com Inc
-1.07%
-$391,674.18 
VMC Vulcan Materials Company
-0.51%
-$66,157.52 
MLM Martin Marietta Materials, Inc.
-0.36%
-$9,956.38 
CRH CRH plc
-0.29%
-$19,218.88 
SHW The Sherwin-Williams Company
-0.24%
-$9,703.54 
LII Lennox International Inc.
-0.18%
-$23,303.28 Events
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Dividends
Dividend Analysis
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| Trades 246 | Longs Won 83/246 33% | Profit Factor 2.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $849,073.46 |
| Average Win $864,329.14 | Best Trade (Jul 24) $5.78M | Sharpe Ratio -41.69 |
| Average Loss -$158,133.35 | Worst Trade (Mar 31) -$1.56M | Z-Score 1.22 (77.61%) |
| Commissions $0 | Avg. Trade Length 5m 1w | Expectancy $185,645.78 |
| 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 | 3,257 | 2,932 | 2,606 | 2,280 | 1,954 | 1,629 | 1,303 | 977 | 651 | 326 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Davina Guinness?
The largest contributions to the portfolio's profits come from the following stocks: Cummins Inc - $4.13M, Parker-Hannifin Corporation - $2.84M, Applied Industrial Technologies Inc - $1.31M, Johnson Controls International plc - $1.25M, and JBT Marel Corporation - $1.19M. 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: Graphic Packaging Holding Company - $2.04M, United Rentals, Inc - $1.93M, CNH Industrial N.V - $1.88M, EMCOR Group, Inc - $1.52M, and Lennox International Inc - $1.51M. 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 $6.19M earned over time. The largest contributors to dividend income include Illinois Tool Works Inc - $437,695.99, IDEX Corporation - $388,734.13, Snap-on Inc - $245,627.9, A. O. Smith Corporation - $240,282.06, 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.
