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:
30.3%
Gain +0.74%
Monthly
-0.26%
Yearly
-3.09%
Drawdown
90.37%
$603.28M
Equity
Holdings
$603.28M
Investment
$333.42M
-$1.05B
Profit +$2.42M
Realized
-$1.32B
Unrealized
$269.86M
Dividends
$183.25M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.74%
Profit
$2.42M
Win %
76%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$880,344.03
Win %
76%
This Month
Compared to last month
Gain
0.81%
Profit
$4.82M
Win %
76%
This Year
Compared to last year
Gain
-1.94%
Profit
-$12.33M
Win %
75%
OESX Orion Energy Systems, Inc.
+2.79%
+$198,236.98 
GOOGL Alphabet Inc
+2.64%
+$93,865.6 
FFXDF Fairfax India Holdings Corporation
+2.56%
+$23,787 
UCTT Ultra Clean Holdings, Inc.
+2.52%
+$81,091.77 
GOOG Alphabet Inc
+2.51%
+$13,455.02 
KEWL Keweenaw Land Association, Limited
+2.22%
+$54,923.31 
WPRT Westport Fuel Systems Inc.
+1.55%
+$21,423.18 
CIUEX Six Circles International Unconstrained Equity Fund
+1.38%
+$3,654.63 
EXCOF Exco Technologies Ltd.
+1.24%
+$36,249.5 
CUSUX Six Circles U.S. Unconstrained Equity Fund
+1.21%
+$6,721.75 
BWEN Broadwind Inc.
+1.18%
+$89,103.65 
FXAIX Fidelity 500 Index Fund
+1.14%
+$9,507 
INN-PE Summit Hotel Properties, Inc.
+0.92%
+$18,808.48 
FFXXF Helios Fairfax Partners Corp.
+0.92%
+$1,086 
GEOS Geospace Technologies Corporation
+0.8%
+$26,929.44 
BHF Brighthouse Financial Inc.
+0.78%
+$72,242.17 
CALY BlackRock Short-Term California Muni Bond ETF
+0.74%
+$38,366.79 
AMZN Amazon.com Inc
+0.6%
+$3,115.13 
GHM Graham Corporation
+0.5%
+$3,066 
WMT Walmart Inc.
+0.48%
+$6,885 
TRMLF Tourmaline Oil Corp.
+0.44%
+$75,366.92 
WSO Watsco Inc.
+0.43%
+$55,071.42 
NSGRX Northern Funds Small Cap Core Fund Class I
+0.39%
+$918.94 
HAIN The Hain Celestial Group, Inc.
+0.37%
+$42 
CBTAX Six Circles Tax Aware Bond Fund
+0.32%
+$689.37 
WIA Western Asset Inflation-Linked Income Fund
+0.26%
+$822.2 
STEW SRH Total Return Fund, Inc.
+0.22%
+$1,462.4 
CSCO Cisco Systems, Inc.
+0.22%
+$1,233.6 
WSM Williams-Sonoma, Inc.
+0.18%
+$21,130.2 
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
+0.15%
+$238.2 
GRC The Gorman-Rupp Company
+0.06%
+$12,444.03 
CHSCM CHS Inc. 6.75% Perpetual Preferred Stock
+0.04%
+$242.29 
MUR Murphy Oil Corporation
+0.03%
+$1,381.02 
TKOMY Tokio Marine Holdings Inc. ADR
+0.02%
+$47.09 
FTEK Fuel Tech Inc.
+0.01%
+$154.13 
ALOT Astronova Inc.
0%
$0 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
BRRE Blue Ridge Real Estate Company
0%
$0 
BYFC Broadway Financial Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
DWSN Dawson Geophysical Company
0%
$0 
GNLAF Genesis Land Development Corp.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TBLA Taboola.com Ltd.
0%
$0 
LUB Luby's Inc
0%
$0 K977
K9773J128
0%
$0 PFX
PFX
0%
$0 G053
G0532X107
0%
$0 K077
K07774126
0%
$0 J065
J06594105
0%
$0 G677
G6775Y108
0%
$0 J468
J4687C105
0%
$0 0643
0643900GB
0%
$0 W4R0
W4R00P201
0%
$0 BTF8
BTF8HD3MX
0%
$0 G521
G5216J134
0%
$0 N009
N00927298
0%
$0 G219
G2198S109
0%
$0 H839
H83949133
0%
$0 00BK
00BKP8KY2
0%
$0 T731
T73148115
0%
$0 G494
G49456109
0%
$0 6073
6073556HK
0%
$0 R013
R0139K100
0%
$0 0GB0
0GB00B018
0%
$0 3025
30254T619
0%
$0 
NUE Nucor Corporation
-5.21%
-$1.48M 
PEP PepsiCo, Inc.
-2.65%
-$62,073.51 
MBC MasterBrand, Inc.
-2.37%
-$110,741.76 
RYZ Ryerson Holding Corporation
-2.27%
-$42,877.52 
CIBEY Commercial International Bank (Egypt) - ADR
-2%
-$8,311.15 
SNT Senstar Technologies Corp
-1.87%
-$22,921.89 
SCL Stepan Company
-1.86%
-$162,645.21 
DIS The Walt Disney Company
-1.7%
-$6,265 
CSWC Capital Southwest Corporation
-1.58%
-$60,684.86 
SIG Signet Jewelers Ltd.
-1.56%
-$379,724.62 
THG Hanover Insurance Group, Inc.
-1.48%
-$6,035 
INN Summit Hotel Properties, Inc.
-1.4%
-$81,634 
AVA Avista Corp.
-1.39%
-$24,684 
RYAM Rayonier Advanced Materials Inc.
-1.37%
-$11,605.23 
WST West Pharmaceutical Services, Inc.
-1.32%
-$210,250.34 
BF-B Brown-Forman Corporation
-1.3%
-$152,541.06 
ALRS Alerus Financial Corporation
-1.3%
-$96,945.9 
AEG Aegon N.V.
-1.26%
-$110,891.74 
EG Everest Group, Ltd.
-1.21%
-$220,790.8 
BF-A Brown-Forman Corporation
-1.16%
-$34,210.05 
NWN Northwest Natural Holding Company
-1.13%
-$49,535.2 
CULP Culp Inc.
-1.1%
-$6,160.12 
LNT Alliant Energy Corporation
-1.08%
-$25,270.56 
SUZ Suzano S.A. Sponsored ADR
-1.03%
-$7,578.53 
WRB W.R. Berkley Corporation
-1%
-$17,408.25 
UNM Unum Group
-0.98%
-$458,353.4 
TWIN Twin Disc Inc.
-0.89%
-$47,790.6 
MSFT Microsoft Corp.
-0.86%
-$34,332.37 
TWI Titan International Inc.
-0.84%
-$22,543.68 
BMY Bristol-Myers Squibb Company
-0.81%
-$3,209.43 
MPB Mid Penn Bancorp Inc.
-0.79%
-$7,923.96 
VWDRY Vestas Wind Systems A/S Unsponsored ADR
-0.74%
-$22,700 
APOG Apogee Enterprises Inc.
-0.74%
-$31,497.65 
IIIN Insteel Industries Inc.
-0.7%
-$8,490.09 
CHRD Chord Energy Corp
-0.7%
-$4,525.74 
NVO Novo Nordisk A/S Sponsored ADR
-0.67%
-$8,410 
FXNC First National Corp. (Strasburg, VA)
-0.65%
-$2,095.6 
FSLR First Solar, Inc.
-0.64%
-$86,538.24 
REG Regency Centers Corporation
-0.61%
-$8,312.16 
UPS United Parcel Service, Inc.
-0.55%
-$30,241.95 
HNI HNI Corporation
-0.54%
-$14,613.75 
CSW CSW Industrials Inc.
-0.54%
-$6,665 
VABK Virginia National Bankshares Corporation
-0.53%
-$8,569.75 
AUB Atlantic Union Bankshares Corporation
-0.51%
-$10,465 
MRK Merck & Co., Inc.
-0.5%
-$5,341.17 
KIM Kimco Realty Corporation
-0.49%
-$44,976.58 
ALG Alamo Group Inc.
-0.49%
-$56,485.7 
DVN Devon Energy Corporation
-0.48%
-$43,971.56 
HP Helmerich & Payne Inc.
-0.43%
-$17,068.5 
INGR Ingredion Inc.
-0.43%
-$70,325.54 
MFC Manulife Financial Corporation
-0.43%
-$77,701.07 
WIW Western Asset Inflation-Linked Opportunities Fund
-0.37%
-$2,938.83 
ZBH Zimmer Biomet Holdings, Inc.
-0.34%
-$2,400 
LND BrasilAgro - Companhia Brasileira de Propriedades Agrícolas S.A. ADR
-0.28%
-$7,735.82 
CTO CTO Realty Growth, Inc.
-0.27%
-$30,717.56 
BNY BlackRock New York Municipal Income Trust
-0.25%
-$6,540.26 
KE Kimball Electronics Inc.
-0.23%
-$15,414.05 
AAPL Apple Inc.
-0.22%
-$8,594.32 
BRK-B Berkshire Hathaway Inc.
-0.17%
-$1,157 
XOM Exxon Mobil Corporation
-0.14%
-$1,523.27 
AIT Applied Industrial Technologies Inc.
-0.14%
-$62,618.85 
ORN Orion Group Holdings Inc.
-0.11%
-$8,127.22 
INN-PF Summit Hotel Properties, Inc.
-0.09%
-$485.83 
COP ConocoPhillips
-0.06%
-$232.05 Events
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Dividends
Dividend Analysis
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| Trades 7097 | Longs Won 4643/7097 65% | Profit Factor 0.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.02M |
| Average Win $319,702.51 | Best Trade (Mar 31) $114.23M | Sharpe Ratio -28.93 |
| Average Loss -$1.03M | Worst Trade (Jun 30) -$427.92M | Z-Score -0.67 (49.5%) |
| Commissions $0 | Avg. Trade Length 5y 2m 3d | Expectancy -$147,942.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 584 | 526 | 467 | 409 | 350 | 292 | 234 | 175 | 117 | 58 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 00BK 00BKP8KY2 | 107,105 | $273,252.03 | $58,297.01 | - | -$214,955.02 | -78.67% | 0.0 |
| 0643 0643900GB | 140,700 | $662,790.34 | $622,930 | - | -$39,860.34 | -6.01% | 0.0 |
| 0GB0 0GB00B018 | 273,800 | $1.01M | $918,624 | - | -$94,206.2 | -9.3% | 0.0 |
| 3025 30254T619 | 4,218 | $226,909 | $226,909 | - | - | - | 0.0 |
| 6073 6073556HK | 37,500 | $306,498 | $306,498 | - | - | - | 0.0 |
| AAPL Apple Inc. | 11,536 | $1.8M | $3.88M | - | $2.08M | 115.65% | -0.221% |
| AEG Aegon N.V. | 964,276 | $5.55M | $8.67M | - | $3.12M | 56.16% | -1.262% |
| AIT Applied Industrial Technologies Inc. | 139,153 | $1.72M | $44.05M | - | $42.33M | 2,468.18% | -0.142% |
| ALG Alamo Group Inc. | 68,885 | $2.96M | $11.56M | - | $8.6M | 291.04% | -0.486% |
| ALOT Astronova Inc. | 54,296 | $610,184.36 | $1.57M | - | $963,856.68 | 157.96% | 0.0 |
| ALRS Alerus Financial Corporation | 228,108 | $4.39M | $7.38M | - | $2.99M | 68.17% | -1.297% |
| AMZN Amazon.com Inc | 2,063 | $268,932.54 | $521,320.1 | - | $252,387.56 | 93.85% | +0.601% |
| APOG Apogee Enterprises Inc. | 112,572 | $4.38M | $4.21M | - | -$172,134.7 | -3.93% | -0.742% |
| AUB Atlantic Union Bankshares Corporation | 52,325 | $1.64M | $2.03M | - | $391,917.53 | 23.95% | -0.513% |
| AVA Avista Corp. | 48,400 | $1.83M | $1.75M | - | -$75,504 | -4.13% | -1.387% |
| BF-A Brown-Forman Corporation | 110,355 | $5.79M | $2.93M | - | -$2.86M | -49.41% | -1.155% |
| BF-B Brown-Forman Corporation | 442,148 | $25.43M | $11.56M | - | -$13.87M | -54.53% | -1.302% |
| BHF Brighthouse Financial Inc. | 187,642 | $6.16M | $9.34M | - | $3.18M | 51.66% | +0.779% |
| BHLB Berkshire Hills Bancorp Inc | 186,349 | $2.56M | $4.91M | - | $2.35M | 91.76% | 0.0 |
| BMY Bristol-Myers Squibb Company | 6,293 | $136,467.52 | $392,242.69 | - | $255,775.17 | 187.43% | -0.812% |
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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 - $39.97M, Applied Industrial Technologies Inc - $26.78M, Lydall Inc - $26.29M, 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 $183.25M earned over time. The largest contributors to dividend income include Unum Group - $10.55M, Nucor Corporation - $8.51M, Urstadt Biddle Properties Inc - $7.64M, Tourmaline Oil Corp - $7.61M, and Kimco Realty Corporation - $5.79M. 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.
