MR
Marc Ravitz Portfolio
Invests via Grace & White Inc /NY | Managed by Marc Ravitz
Invests via Grace & White Inc /NY
Managed by Marc Ravitz
Automatically Tracked
Marc Ravitz Profile
Marc Ravitz is a distinguished private equity executive known for his robust track record in driving investment value and fostering growth in the sectors he oversees. With extensive experience across multiple market cycles, he has established himself as a pivotal figure in building strategic partnerships that enhance competitive positioning. His leadership spans several successful portfolio companies where operational efficiency and market responsiveness are paramount. Ravitz's deep understanding of capital deployment combined with an astute ability to identify transformative opportunities positions him uniquely within the investment landscape.
Marc Ravitz is a distinguished private equity executive known for his robust track record in driving investment value and fostering growth in the sectors he oversees. With extensive experience across multiple market cycles, he has established himself as a pivotal figure in building strategic partnerships that enhance competitive positioning. His leadership spans several successful portfolio companies where operational efficiency and market responsiveness are paramount. Ravitz's deep understanding of capital deployment combined with an astute ability to identify transformative opportunities positions him uniquely within the investment landscape.
Investment Philosophy & Strategy
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:
29.4%
Gain +1.82%
Monthly
-0.26%
Yearly
-3.03%
Drawdown
90.37%
$632.67M
Equity
Holdings
$632.67M
Investment
$336.17M
-$1.04B
Profit +$8.76M
Realized
-$1.34B
Unrealized
$296.49M
Dividends
$182.22M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.82%
Profit
$8.76M
Win %
74%
This Week
Compared To Last Week
Gain
1.4%
Profit
$8.76M
Win %
74%
This Month
Compared to last month
Gain
1.4%
Profit
$8.76M
Win %
74%
This Year
Compared to last year
Gain
13.35%
Profit
$74.47M
Win %
74%
AMWD American Woodmark Corporation
+39.8%
+$2.06M 
SNT Senstar Technologies Corp
+9.83%
+$109,593.05 
CIBEY Commercial International Bank (Egypt) - ADR
+4.65%
+$19,946.76 
BWEN Broadwind Inc.
+4.36%
+$419,473.95 
GOOG Alphabet Inc
+3.56%
+$19,234.8 
GOOGL Alphabet Inc
+3.45%
+$122,188.75 
GEOS Geospace Technologies Corporation
+3.38%
+$108,836.23 
VWDRY Vestas Wind Systems A/S Unsponsored ADR
+2.33%
+$59,587.5 
UCTT Ultra Clean Holdings, Inc.
+2.31%
+$235,293 
OESX Orion Energy Systems, Inc.
+1.73%
+$43,449.66 
TKOMY Tokio Marine Holdings Inc. ADR
+1.56%
+$3,438.98 
KEWL Keweenaw Land Association, Limited
+1.52%
+$29,249.1 
GRC The Gorman-Rupp Company
+1.51%
+$387,559.33 
EXCOF Exco Technologies Ltd.
+1.49%
+$41,428 
THG Hanover Insurance Group, Inc.
+0.97%
+$3,674.25 
CTO CTO Realty Growth, Inc.
+0.97%
+$127,091.87 
SIG Signet Jewelers Ltd.
+0.93%
+$204,930.75 
AVA Avista Corp.
+0.91%
+$18,392 
INN Summit Hotel Properties, Inc.
+0.9%
+$74,119.5 
TWIN Twin Disc Inc.
+0.89%
+$47,224.4 
CSCO Cisco Systems, Inc.
+0.88%
+$5,088.6 
BMY Bristol-Myers Squibb Company
+0.86%
+$3,272.36 
BF-B Brown-Forman Corporation
+0.78%
+$88,429.6 
KE Kimball Electronics Inc.
+0.75%
+$47,919.96 
RYZ Ryerson Holding Corporation
+0.73%
+$16,461.9 
LND BrasilAgro - Companhia Brasileira de Propriedades Agrícolas S.A. ADR
+0.67%
+$18,868.08 
BNY BlackRock New York Municipal Income Trust
+0.66%
+$17,527.12 
BF-A Brown-Forman Corporation
+0.63%
+$18,208.58 
AMZN Amazon.com Inc
+0.61%
+$3,094.5 
WRB W.R. Berkley Corporation
+0.57%
+$10,196.29 
TBLA Taboola.com Ltd.
+0.57%
+$400.44 
AEG Aegon N.V.
+0.5%
+$49,828.36 
NWN Northwest Natural Holding Company
+0.48%
+$22,065.68 
LNT Alliant Energy Corporation
+0.45%
+$11,757.83 
KIM Kimco Realty Corporation
+0.44%
+$47,020.97 
CULP Culp Inc.
+0.41%
+$2,261.45 
XOM Exxon Mobil Corporation
+0.4%
+$3,856.79 
GHM Graham Corporation
+0.35%
+$2,774 
CHSCM CHS Inc. 6.75% Perpetual Preferred Stock
+0.33%
+$1,938.32 
REG Regency Centers Corporation
+0.33%
+$5,043.33 
COP ConocoPhillips
+0.3%
+$941.85 
WPRT Westport Fuel Systems Inc.
+0.26%
+$5,033.54 
COST Costco Wholesale Corporation
+0.19%
+$728 
PTEN Patterson-UTI Energy Inc.
+0.15%
+$381 
HP Helmerich & Payne Inc.
+0.15%
+$5,086.25 
WIA Western Asset Inflation-Linked Income Fund
+0.12%
+$411.1 
WST West Pharmaceutical Services, Inc.
+0.11%
+$16,976.7 
STEW SRH Total Return Fund, Inc.
+0.08%
+$548.4 
UNM Unum Group
+0.06%
+$24,411.5 
ALOT Astronova Inc.
+0.05%
+$2,131.64 
IIIN Insteel Industries Inc.
+0.05%
+$112.5 
ORN Orion Group Holdings Inc.
+0.04%
+$4,469.11 
00BKP8KY2
0%
$0 
0643900GB
0%
$0 
0GB00B018
0%
$0 
6073556HK
0%
$0 
BRRE Blue Ridge Real Estate Company
0%
$0 
BTF8HD3MX
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
FFXXF Helios Fairfax Partners Corp.
0%
$0 
G0532X107
0%
$0 
G2198S109
0%
$0 
G49456109
0%
$0 
G5216J134
0%
$0 
G6775Y108
0%
$0 
GNLAF Genesis Land Development Corp.
0%
$0 
H83949133
0%
$0 
INN-PE Summit Hotel Properties, Inc.
0%
$0 
J06594105
0%
$0 
J4687C105
0%
$0 
K07774126
0%
$0 
K9773J128
0%
$0 
N00927298
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
PFX
0%
$0 
R0139K100
0%
$0 
SWKH Swk Holdings Corp.
0%
$0 
T73148115
0%
$0 
TUEMQ Tuesday Morning Corporation
0%
$0 
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
0%
$0 
W4R00P201
0%
$0 
CSWI CSW Industrials Inc.
-84.48%
-$1.25M 
BHLB Berkshire Hills Bancorp Inc
-43.66%
-$2.15M 
LUB Luby's Inc
-40.48%
-$123,063.4 
FXNC First National Corp. (Strasburg, VA)
-3.66%
-$11,316.24 
UPS United Parcel Service, Inc.
-3.25%
-$208,151.8 
DWSN Dawson Geophysical Company
-3.12%
-$109,080.02 
VABK Virginia National Bankshares Corporation
-2.6%
-$41,134.8 
FSLR First Solar, Inc.
-2.45%
-$360,824.37 
BYFC Broadway Financial Corporation
-1.98%
-$33,646.15 
HAIN The Hain Celestial Group, Inc.
-1.89%
-$212 
FTEK Fuel Tech Inc.
-1.83%
-$43,156.6 
TWI Titan International Inc.
-1.7%
-$48,844.64 
WSO Watsco Inc.
-1.62%
-$254,888 
AAPL Apple Inc.
-1.59%
-$61,256.04 
DIS The Walt Disney Company
-1.54%
-$5,250 
ZBH Zimmer Biomet Holdings, Inc.
-1.34%
-$9,150 
WSM Williams-Sonoma, Inc.
-1.23%
-$155,204 
CUSUX Six Circles U.S. Unconstrained Equity Fund
-1.07%
-$5,915.14 
FXAIX Fidelity 500 Index Fund
-1.01%
-$8,366.22 
NVO Novo Nordisk A/S Sponsored ADR
-0.99%
-$14,500 
ALG Alamo Group Inc.
-0.87%
-$94,408.7 
MSFT Microsoft Corp.
-0.83%
-$25,998.5 
INGR Ingredion Inc.
-0.79%
-$121,943.07 
SUZ Suzano S.A. Sponsored ADR
-0.67%
-$4,387.57 
CSWC Capital Southwest Corporation
-0.66%
-$26,351.52 
HNI HNI Corporation
-0.62%
-$10,102.3 
TRMLF Tourmaline Oil Corp.
-0.61%
-$108,104.5 
NSGRX Northern Funds Small Cap Core Fund Class I
-0.47%
-$1,169.56 
CIUEX Six Circles International Unconstrained Equity Fund
-0.46%
-$1,218.21 
WMT Walmart Inc.
-0.46%
-$7,020 
PEP PepsiCo, Inc.
-0.43%
-$10,339.16 
MFC Manulife Financial Corporation
-0.41%
-$73,800.54 
SCL Stepan Company
-0.39%
-$31,972.99 
ALRS Alerus Financial Corporation
-0.37%
-$27,372.96 
CALY BlackRock Short-Term California Muni Bond ETF
-0.36%
-$25,605.23 
CHRD Chord Energy Corp
-0.34%
-$4,157.12 
MRK Merck & Co., Inc.
-0.3%
-$2,797.8 
MUR Murphy Oil Corporation
-0.28%
-$14,500.71 
FFXDF Fairfax India Holdings Corporation
-0.28%
-$2,643 
EG Everest Group, Ltd.
-0.2%
-$36,478.48 
DVN Devon Energy Corporation
-0.19%
-$7,211.06 
APOG Apogee Enterprises Inc.
-0.17%
-$9,000.04 
WIW Western Asset Inflation-Linked Opportunities Fund
-0.13%
-$1,097.16 
AIT Applied Industrial Technologies Inc.
-0.12%
-$57,872.73 
RYAM Rayonier Advanced Materials Inc.
-0.12%
-$1,009.15 
AUB Atlantic Union Bankshares Corporation
-0.11%
-$2,354.62 
CBTAX Six Circles Tax Aware Bond Fund
-0.1%
-$229.79 
NUE Nucor Corporation
-0.07%
-$20,629.84 
BRK-B Berkshire Hathaway Inc.
-0.07%
-$429.01 
MPB Mid Penn Bancorp Inc.
-0.06%
-$546.48 
KRNY Kearny Financial Corp.
-0.05%
-$75.14 
BHF Brighthouse Financial Inc.
-0.05%
-$5,629.26 
INN-PF Summit Hotel Properties, Inc.
0%
-$3.24 Events
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Dividends
Dividend Analysis
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| Trades 7054 | Longs Won 4597/7054 65% | Profit Factor 0.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.05M |
| Average Win $323,900.93 | Best Trade (Mar 31) $114.23M | Sharpe Ratio -67.68 |
| Average Loss -$1.03M | Worst Trade (Jun 30) -$427.92M | Z-Score -3.07 (100%) |
| Commissions $0 | Avg. Trade Length 5y 1m 4w 1d | Expectancy -$147,496.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 615 | 553 | 492 | 430 | 369 | 307 | 246 | 184 | 123 | 61 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Marc Ravitz?
The largest contributions to the portfolio's profits come from the following stocks: 423328103 - $182.5M, Nucor Corporation - $37.32M, Lydall Inc - $26.29M, Applied Industrial Technologies Inc - $26.05M, and USA Truck Inc - $24.84M. 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: W4200N112 - $813.09M, MIIX - $617.89M, HMN Financial Inc - $603.1M, MKTSQ - $28.55M, and PWE - $16.01M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marc Ravitz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $182.22M earned over time. The largest contributors to dividend income include Unum Group - $10.3M, Nucor Corporation - $8.3M, Urstadt Biddle Properties Inc - $7.71M, Tourmaline Oil Corp - $7.6M, and Kimco Realty Corporation - $5.76M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marc Ravitz's monthly returns?
Marc Ravitz's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Marc Ravitz's strategy be considered aggressive or moderate?
Marc Ravitz's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Marc Ravitz's strategy?
Marc Ravitz's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
