William P Fox Portfolio
Invests via Hudson Canyon Capital Management | Managed by William P. Fox
Invests via Hudson Canyon Capital Management
Managed by William P. Fox
Automatically Tracked
William P Fox Profile
Veteran corporate finance executive and board director with experience in private equity, M&A and restructuring. William P Fox has held senior roles leading strategic transactions, capital markets interactions and operational turnarounds across manufacturing and industrial services. Known for deal execution, portfolio management and governance, offers experience in sourcing growth investments, negotiating debt structures and guiding IPO or sale processes to maximize shareholder value.
Veteran corporate finance executive and board director with experience in private equity, M&A and restructuring. William P Fox has held senior roles leading strategic transactions, capital markets interactions and operational turnarounds across manufacturing and industrial services. Known for deal execution, portfolio management and governance, offers experience in sourcing growth investments, negotiating debt structures and guiding IPO or sale processes to maximize shareholder value.
Investment Philosophy & Strategy
Prioritizes control-oriented, value-enhancing investments in manufacturing and industrial services where operational fixes and capital-structure optimization unlock returns. Emphasizes rigorous due diligence, disciplined leverage, and hands-on governance to drive turnarounds, margin expansion and scalable exits via sale or IPO. Favors concentrated, mid-to-long-term holdings with active board involvement, clear performance milestones and contingency plans. Allocates capital selectively to situations combining proprietary sourcing, restructuring upside and pragmatic risk mitigation.
Prioritizes control-oriented, value-enhancing investments in manufacturing and industrial services where operational fixes and capital-structure optimization unlock returns. Emphasizes rigorous due diligence, disciplined leverage, and hands-on governance to drive turnarounds, margin expansion and scalable exits via sale or IPO. Favors concentrated, mid-to-long-term holdings with active board involvement, clear performance milestones and contingency plans. Allocates capital selectively to situations combining proprietary sourcing, restructuring upside and pragmatic risk mitigation.
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:
78.96%
Gain -0.35%
Monthly
1.14%
Yearly
14.6%
Drawdown
19.3%
$192.08M
Equity
Holdings
$192.08M
Investment
$98.34M
$122.92M
Profit -$739,815.64
Realized
$29.18M
Unrealized
$93.74M
Dividends
$9.15M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$739,815.64
Win %
77%
This Week
Compared To Last Week
Gain
-2.42%
Profit
-$4.76M
Win %
77%
This Month
Compared to last month
Gain
0.19%
Profit
$366,230.78
Win %
77%
This Year
Compared to last year
Gain
2.73%
Profit
$5.11M
Win %
82%
NKE Nike, Inc. - Class B
+5.57%
+$70,099.41 
LLY Eli Lilly and Company
+5.04%
+$201,878.11 
AZO AutoZone Inc.
+4.61%
+$71,904.34 
ZTS Zoetis Inc.
+4.4%
+$76,130 
DHI D.R. Horton, Inc.
+3.86%
+$75,733.32 
CI The Cigna Group
+3.32%
+$82,097.17 
LOW Lowe's Companies Inc.
+3.22%
+$49,467.78 
AMGN Amgen Inc.
+2.95%
+$102,288.72 
NFLX Netflix, Inc.
+2.78%
+$81,193.8 
BLK BlackRock, Inc.
+2.59%
+$58,352.12 
WM Waste Management, Inc.
+2.34%
+$43,541.1 
ORCL Oracle Corporation
+2.2%
+$42,332.5 
NEM Newmont Corporation
+2.17%
+$49,126 
FOXA Fox Corporation
+2.07%
+$60,469.53 
DG Dollar General Corporation
+2.01%
+$48,552.71 
V Visa Inc. Class A
+2%
+$55,820.87 
UBER Uber Technologies, Inc.
+1.85%
+$30,995.2 
ABBV AbbVie Inc.
+1.65%
+$51,397.6 
SPG Simon Property Group, Inc.
+1.38%
+$35,708.75 
COF Capital One Financial Corporation
+1.25%
+$32,737.35 
MSFT Microsoft Corp.
+1.03%
+$104,525.89 
TJX The TJX Companies, Inc.
+0.86%
+$23,083.41 
KO The Coca-Cola Company
+0.82%
+$20,930.11 
COST Costco Wholesale Corporation
+0.68%
+$18,742.08 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$9,617.72 
GE General Electric Company
+0.37%
+$12,424.47 
GOOGL Alphabet Inc
+0.2%
+$19,783.12 
COP ConocoPhillips
+0.13%
+$3,410.46 
AAPL Apple Inc.
+0.09%
+$11,777.35 
DELL Dell Technologies Inc.
-8.1%
-$815,394.6 
WDC Western Digital Corporation
-5.04%
-$102,760.06 
AMAT Applied Materials, Inc.
-4.2%
-$247,490.23 
AMD Advanced Micro Devices, Inc.
-3.48%
-$183,136.19 
CAT Caterpillar Inc.
-2.7%
-$53,024.95 
SCHW Charles Schwab Corporation
-2.59%
-$67,983.2 
CEG Constellation Energy Corporation
-2.51%
-$58,766.46 
ETN Eaton Corporation plc
-2.36%
-$78,265.4 
AVGO Broadcom Inc.
-2.03%
-$106,432.51 
NVDA NVIDIA Corporation
-1.81%
-$279,424 
TSLA Tesla, Inc.
-1.72%
-$42,184.8 
MPC Marathon Petroleum Corporation
-1.55%
-$112,064.37 
MS Morgan Stanley
-1.02%
-$32,822.19 
VST Vistra Corp
-0.76%
-$15,139.62 
META Meta Platforms Inc Class A
-0.53%
-$25,783.23 
JPM JPMorgan Chase & Co.
-0.51%
-$18,696.4 
C Citigroup Inc.
-0.47%
-$12,126.75 
AMZN Amazon.com Inc
-0.29%
-$17,186.55 
MU Micron Technology, Inc.
-0.18%
-$7,644 
HCA HCA Healthcare Inc.
-0.18%
-$5,053.36 
RTX RTX Corporation
-0.01%
-$223.16 Events
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Dividends
Dividend Analysis
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| Trades 910 | Longs Won 685/910 75% | Profit Factor 6.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $740,228.64 |
| Average Win $209,925.26 | Best Trade (Oct 14) $14.32M | Sharpe Ratio -9.21 |
| Average Loss -$92,807.55 | Worst Trade (Oct 14) -$1.46M | Z-Score 2.39 (98.3%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3d | Expectancy $135,073.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,070 | 1,863 | 1,656 | 1,449 | 1,242 | 1,035 | 828 | 621 | 414 | 207 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 38,613 | $5.18M | $13.25M | - | $8.08M | 156.06% | +0.089% |
| ABBV AbbVie Inc. | 10,959 | $2.23M | $3.16M | - | $931,934.99 | 41.86% | +1.654% |
| AMAT Applied Materials, Inc. | 13,203 | $1.2M | $5.65M | - | $4.45M | 371.95% | -4.197% |
| AMD Advanced Micro Devices, Inc. | 9,226 | $1.88M | $5.08M | - | $3.21M | 170.84% | -3.477% |
| AMGN Amgen Inc. | 8,144 | $2.54M | $3.57M | - | $1.03M | 40.5% | +2.948% |
| AMZN Amazon.com Inc | 23,225 | $3.8M | $5.88M | - | $2.08M | 54.67% | -0.291% |
| AVGO Broadcom Inc. | 15,129 | $1.26M | $5.13M | - | $3.88M | 308.41% | -2.032% |
| AZO AutoZone Inc. | 536 | $1.15M | $1.63M | - | $484,458.12 | 42.2% | +4.607% |
| BLK BlackRock, Inc. | 2,099 | $2.15M | $2.31M | - | $160,531.93 | 7.46% | +2.589% |
| BRK-B Berkshire Hathaway Inc. | 4,669 | $1.96M | $2.47M | - | $503,737.99 | 25.66% | +0.391% |
| C Citigroup Inc. | 21,275 | $2.98M | $2.59M | - | -$388,481.5 | -13.05% | -0.466% |
| CAT Caterpillar Inc. | 2,625 | $2.8M | $1.91M | - | -$882,315.5 | -31.56% | -2.697% |
| CEG Constellation Energy Corporation | 8,362 | $1.89M | $2.28M | - | $387,960.16 | 20.52% | -2.514% |
| CI The Cigna Group | 8,534 | $2.67M | $2.55M | - | -$118,832.08 | -4.45% | +3.322% |
| COF Capital One Financial Corporation | 13,417 | $1.4M | $2.64M | - | $1.24M | 88.95% | +1.255% |
| COP ConocoPhillips | 18,947 | $2.5M | $2.7M | - | $199,322.44 | 7.97% | +0.126% |
| COST Costco Wholesale Corporation | 2,789 | $1.01M | $2.76M | - | $1.74M | 171.85% | +0.684% |
| DELL Dell Technologies Inc. | 19,820 | $2.31M | $9.25M | - | $6.94M | 299.78% | -8.1% |
| DG Dollar General Corporation | 18,567 | $2.12M | $2.46M | - | $345,474.03 | 16.33% | +2.012% |
| DHI D.R. Horton, Inc. | 14,677 | $1.03M | $2.04M | - | $1M | 97.07% | +3.861% |
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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 William P Fox?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $9.47M, Eli Lilly and Company - $2.56M, EOG Resources, Inc - $2.37M, Marathon Petroleum Corporation - $2.28M, and Deere & Company - $2.01M. 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: Moderna, Inc - $1.39M, Target Corporation - $1.38M, PayPal Holdings Inc - $1.36M, Alibaba Group Holding Limited SP ADR - $958,640.98, and Zoom Video Communications, Inc - $778,547.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William P Fox's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.15M earned over time. The largest contributors to dividend income include EOG Resources, Inc - $568,720.55, Marathon Petroleum Corporation - $414,784.72, Morgan Stanley - $398,883.83, JPMorgan Chase & Co - $386,390.7, and Microsoft Corp - $348,981.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William P Fox's monthly returns?
William P Fox'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 William P Fox's strategy be considered aggressive or moderate?
William P Fox'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 William P Fox's strategy?
William P Fox'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.
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