FFI
FRANK FRIEDLER, III Portfolio
Invests via FreeGulliver LLC | Managed by Frank Friedler, III, Michael Allen Kirschman
Invests via FreeGulliver LLC
Managed by Frank Friedler, III, Michael Allen Kirschman
Automatically Tracked
FRANK FRIEDLER, III Profile
Veteran private-equity executive focused on middle-market buyouts and operational value creation. FRANK FRIEDLER, III has led deal sourcing, portfolio operations and restructuring across industrials and distribution. Market-oriented strategist with experience in capital raising, EBITDA improvement and board governance, emphasizing hands-on turnarounds and LP relationships.
Veteran private-equity executive focused on middle-market buyouts and operational value creation. FRANK FRIEDLER, III has led deal sourcing, portfolio operations and restructuring across industrials and distribution. Market-oriented strategist with experience in capital raising, EBITDA improvement and board governance, emphasizing hands-on turnarounds and LP relationships.
Investment Philosophy & Strategy
Primarily targets middle‑market buyouts in industrials and distribution, deploying capital with an operationally driven, value‑creation‑first approach. Focuses on hands‑on turnarounds and restructuring to expand EBITDA through margin expansion, working‑capital optimization and selective add‑on M&A. Prefers control or majority stakes to implement governance changes and operational KPIs, with a 3–7 year value realization horizon. Underwriting emphasizes conservative leverage, operational risk mitigation and measurable improvement plans. Capital allocation balances growth investments and efficiency programs, while limited partner alignment and disciplined exit timing guide portfolio construction and monitoring.
Primarily targets middle‑market buyouts in industrials and distribution, deploying capital with an operationally driven, value‑creation‑first approach. Focuses on hands‑on turnarounds and restructuring to expand EBITDA through margin expansion, working‑capital optimization and selective add‑on M&A. Prefers control or majority stakes to implement governance changes and operational KPIs, with a 3–7 year value realization horizon. Underwriting emphasizes conservative leverage, operational risk mitigation and measurable improvement plans. Capital allocation balances growth investments and efficiency programs, while limited partner alignment and disciplined exit timing guide portfolio construction and monitoring.
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:
18.08%
Gain
Monthly
0.55%
Yearly
6.76%
Drawdown
37.67%
$265.28M
Equity
Holdings
$265.28M
Investment
$202.84M
$78.67M
Profit -$2.01M
Realized
$16.23M
Unrealized
$62.44M
Dividends
$7.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.01M
Win %
77%
This Week
Compared To Last Week
Gain
0.31%
Profit
$830,426.26
Win %
77%
This Month
Compared to last month
Gain
0.72%
Profit
$1.89M
Win %
77%
This Year
Compared to last year
Gain
11.84%
Profit
$28.09M
Win %
78%
PM Philip Morris International Inc.
+3.71%
+$8,360.66 
ABBV AbbVie Inc.
+3.58%
+$11,480 
CLVT Clarivate Plc
+3.42%
+$958.72 
MRK Merck & Co., Inc.
+3.2%
+$7,036.92 
IBM International Business Machines Corporation
+3.06%
+$5,426.4 
VICI Vici Properties Inc.
+2.87%
+$8,714.97 
HWC Hancock Whitney Corporation
+2.76%
+$8,545.55 
GILD Gilead Sciences Inc.
+2.76%
+$6,690.09 
MCD McDonald's Corporation
+2.65%
+$5,494.33 
KO The Coca-Cola Company
+2.58%
+$49,213.65 
BFST Business First Bancshares, Inc.
+2.58%
+$23,560.99 
COST Costco Wholesale Corporation
+2.54%
+$11,888.1 
TJX The TJX Companies, Inc.
+2.42%
+$4,584.4 
MA Mastercard Incorporated
+2.41%
+$8,584.73 
VNCE Vince Holding Corp.
+2.27%
+$3,565.8 
DIS The Walt Disney Company
+2.17%
+$5,797.17 
V Visa Inc. Class A
+2%
+$15,108.73 
WMT Walmart Inc.
+1.96%
+$11,347.6 
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$7,051.59 
AAPL Apple Inc.
+1.68%
+$75,191.04 
FIW First Trust Water ETF
+1.61%
+$13,919.02 
EPD Enterprise Products Partners L.P.
+1.56%
+$3,826.49 
MSFT Microsoft Corp.
+1.55%
+$28,372.99 
JNJ Johnson & Johnson
+1.32%
+$6,181.49 
MET MetLife Inc.
+1.25%
+$4,471.2 
CVX Chevron Corporation
+1.24%
+$4,660.1 
UBER Uber Technologies, Inc.
+0.93%
+$1,879.2 
LLY Eli Lilly and Company
+0.9%
+$6,670.38 
XOM Exxon Mobil Corporation
+0.9%
+$3,518.49 
KKR KKR & Co. Inc.
+0.86%
+$3,704.46 
VDE Vanguard Energy ETF
+0.82%
+$3,985.02 
OBDC Blue Owl Capital Corporation
+0.68%
+$928.8 
BX Blackstone Inc.
+0.65%
+$1,463.69 
LIN Linde plc
+0.64%
+$1,577.68 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$2,610.5 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$3,060.19 
VTV Vanguard Value ETF
+0.33%
+$764.64 
DIBS 1stdibs.com, Inc.
+0.32%
+$457.68 
TPL Texas Pacific Land Corporation
+0.23%
+$581.86 
PLTR Palantir Technologies Inc.
+0.22%
+$720.65 
JHMM John Hancock Multifactor Mid Cap ETF
+0.13%
+$1,601.61 
SLF Sun Life Financial Inc.
+0.12%
+$592.4 
VB Vanguard Small-Cap ETF
+0.11%
+$1,202.48 
NFLX Netflix, Inc.
+0.07%
+$153.1 
NEE NextEra Energy, Inc.
+0.05%
+$118.04 
NEAR iShares Short Maturity Bond ETF
+0.03%
+$468.74 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$285.87 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.01%
+$1,498.04 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$64.8 
AMX América Móvil, S.A.B. de C.V.
0%
$0 
DDTS
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
KSEP
0%
$0 
INTC Intel Corporation
-6.71%
-$32,159.67 
MU Micron Technology, Inc.
-6.35%
-$45,640.95 
ORCL Oracle Corporation
-6.06%
-$27,036.22 
AMD Advanced Micro Devices, Inc.
-6.03%
-$36,400.21 
LRCX Lam Research Corporation
-5.16%
-$16,579.24 
GE General Electric Company
-4.76%
-$23,097.37 
AVGO Broadcom Inc.
-4.59%
-$85,287.2 
GOOG Alphabet Inc
-4.45%
-$64,424.4 
GOOGL Alphabet Inc
-4.42%
-$102,418 
CLOV Clover Health Investments, Corp.
-4.27%
-$2,000 
CAT Caterpillar Inc.
-4.17%
-$12,971 
REFR Research Frontiers Inc.
-3.86%
-$426 
Q Qnity Electronics Inc.
-3.27%
-$10,038.33 
NVDA NVIDIA Corporation
-2.86%
-$104,625.07 
AMAT Applied Materials, Inc.
-2.83%
-$9,950.52 
META Meta Platforms Inc Class A
-2.72%
-$25,536.9 
GEV GE Vernova Inc.
-2.39%
-$8,891.53 
CSCO Cisco Systems, Inc.
-2.19%
-$8,599.5 
C Citigroup Inc.
-2.11%
-$5,371.36 
XMMO Invesco S&P MidCap Momentum ETF
-2.07%
-$248,138.1 
GLD SPDR Gold Shares
-1.99%
-$89,611.34 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.82%
-$20,376.46 
IWP iShares Russell Mid-Cap Growth ETF
-1.69%
-$7,429.95 
MGK Vanguard Mega Cap Growth ETF
-1.63%
-$5,358.2 
AMZN Amazon.com Inc
-1.32%
-$26,701.28 
SPEM SPDR Portfolio Emerging Markets ETF
-1.27%
-$5,722.08 
RTX RTX Corporation
-1.27%
-$2,834.65 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.26%
-$20,885.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.25%
-$2,777.13 
JCI Johnson Controls International plc
-1.23%
-$2,693.23 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.22%
-$10,291.26 
SCHA Schwab U.S. Small-Cap ETF
-1.1%
-$3,701.2 
JPM JPMorgan Chase & Co.
-1.06%
-$590,211.84 
TSLA Tesla, Inc.
-1.04%
-$7,773.6 
GSAT Globalstar, Inc.
-1.02%
-$10,660 
IWL iShares Russell Top 200 ETF
-0.91%
-$367,979.92 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.81%
-$2,869.61 
SCHK Schwab 1000 Index ETF
-0.76%
-$40,338.65 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$52,040.28 
VOO Vanguard S&P 500 ETF
-0.74%
-$8,633.88 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$6,228.42 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$46,413.84 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.62%
-$55,699.96 
LIEN Chicago Atlantic BDC Inc.
-0.59%
-$722.22 
DFAU Dimensional US Core Equity Market ETF
-0.48%
-$16,368.25 
CGDV Capital Group Dividend Value ETF
-0.42%
-$46,162.93 
BUFG FT Vest Buffered Allocation Fund
-0.37%
-$27,899.63 
BUFR FT Vestladder Buffer ETF-USD I
-0.33%
-$27,699.48 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.23%
-$14,894 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.14%
-$375 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.14%
-$1,097.52 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$1,894.34 
MUB iShares National Muni Bond ETF
-0.13%
-$533.68 
VO Vanguard Mid-Cap ETF
-0.13%
-$5,528.88 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
-0.11%
-$344.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.08%
-$223.92 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$400.52 
IEF iShares 7-10 Year Treasury Bond ETF
-0.07%
-$3,161.58 
LMT Lockheed Martin Corporation
-0.06%
-$163.02 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$710.4 
IGEB iShares Investment Grade Corporate Bond ETF
-0.03%
-$829.11 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
-0.02%
-$99.38 Events
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Dividends
Dividend Analysis
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| Trades 763 | Longs Won 532/763 69% | Profit Factor 14.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $937,926.78 |
| Average Win $159,032.13 | Best Trade (Jul 15) $24.2M | Sharpe Ratio -10.56 |
| Average Loss -$25,676.13 | Worst Trade (Sep 29) -$2.11M | Z-Score 7.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 3d | Expectancy $103,111.28 |
| 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% | 0.14% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
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