John Derrick Portfolio
Invests via Eldred Rock Partners, LLC | Managed by Stefan Gräter, Jonathan Lewis
Invests via Eldred Rock Partners, LLC
Managed by Stefan Gräter, Jonathan Lewis
Automatically Tracked
John Derrick Profile
Seasoned investor and operating executive focused on growth-stage and middle-market opportunities across technology and industrials. John Derrick leverages corporate finance and M&A experience to source deals, lead operational turnarounds, and serve on boards. Known for hands-on portfolio management, capital structure optimization and exit planning, often working with PE sponsors, strategic acquirers and management teams to drive scaled revenue and margin expansion.
Seasoned investor and operating executive focused on growth-stage and middle-market opportunities across technology and industrials. John Derrick leverages corporate finance and M&A experience to source deals, lead operational turnarounds, and serve on boards. Known for hands-on portfolio management, capital structure optimization and exit planning, often working with PE sponsors, strategic acquirers and management teams to drive scaled revenue and margin expansion.
Investment Philosophy & Strategy
Targets growth-stage and middle-market companies in technology and industrials, deploying a hands-on, operationally driven private equity style. Prefers control or significant minority positions that enable active board involvement, capital structure optimization and performance turnarounds. Investment horizon is medium-term with value creation via revenue scaling, margin expansion and selective M&A. Underwrites with rigorous corporate finance and cash-flow disciplines, partners with PE sponsors and strategic acquirers, and prioritizes clear exit pathways to maximize realized IRR.
Targets growth-stage and middle-market companies in technology and industrials, deploying a hands-on, operationally driven private equity style. Prefers control or significant minority positions that enable active board involvement, capital structure optimization and performance turnarounds. Investment horizon is medium-term with value creation via revenue scaling, margin expansion and selective M&A. Underwrites with rigorous corporate finance and cash-flow disciplines, partners with PE sponsors and strategic acquirers, and prioritizes clear exit pathways to maximize realized IRR.
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:
15.72%
Gain
Monthly
0.48%
Yearly
5.92%
Drawdown
33.01%
$437.51M
Equity
Holdings
$437.51M
Investment
$337.26M
$128.29M
Profit +$2.97M
Realized
$28.04M
Unrealized
$100.25M
Dividends
$15.68M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$2.97M
Win %
72%
This Week
Compared To Last Week
Gain
0.76%
Profit
$3.28M
Win %
72%
This Month
Compared to last month
Gain
-0.08%
Profit
-$338,070.18
Win %
72%
This Year
Compared to last year
Gain
-0.14%
Profit
-$608,369.05
Win %
71%
JBHT J.B. Hunt Transport Services, Inc.
+6.63%
+$1.55M 
MRK Merck & Co., Inc.
+3.39%
+$488,352.53 
ACN Accenture plc Class A
+2.9%
+$222,918 
PSX Phillips 66
+2.84%
+$544,952.09 
IBOC International Bancshares Corporation
+2.82%
+$271,489.8 
VNT Vontier Corporation
+2.63%
+$358,336.68 
PEP PepsiCo, Inc.
+2.54%
+$333,697.2 
POOL Pool Corporation
+2.41%
+$431,248.24 
CALM Cal-Maine Foods Inc.
+2.07%
+$234,434.73 
NVO Novo Nordisk A/S Sponsored ADR
+1.79%
+$148,113.2 
UL Unilever PLC Sponsored American Depositary Receipt
+1.73%
+$193,797.68 
DE Deere & Company
+1.57%
+$282,309.39 
COF Capital One Financial Corporation
+1.41%
+$185,616.95 
MTN Vail Resorts, Inc.
+1.18%
+$153,478.5 
NVS Novartis AG Sponsored ADR
+1.05%
+$128,196.93 
SHEL Shell plc
+0.9%
+$124,871.71 
WFC Wells Fargo & Company
+0.73%
+$86,503.51 
EMR Emerson Electric Co.
+0.59%
+$83,876.31 
TMO Thermo Fisher Scientific Inc.
+0.47%
+$77,267.41 
GOOGL Alphabet Inc
+0.1%
+$27,487.3 
GOOG Alphabet Inc
+0.1%
+$444.57 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$3,986.5 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 284 | Longs Won 186/284 65% | Profit Factor 4.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.81M |
| Average Win $887,459.26 | Best Trade (Jul 10) $14.33M | Sharpe Ratio -11.5 |
| Average Loss -$375,291.19 | Worst Trade (Jul 15) -$5.52M | Z-Score 5.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 5d | Expectancy $451,721.43 |
| 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 | 1,166 | 1,049 | 932 | 816 | 699 | 583 | 466 | 350 | 233 | 117 |
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Returns
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Option values are updated at end of day.
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