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:
71.16%
Gain -0.81%
Monthly
1.14%
Yearly
14.59%
Drawdown
19.3%
$188.94M
Equity
Holdings
$188.94M
Investment
$98.34M
$119.78M
Profit -$1.44M
Realized
$29.18M
Unrealized
$90.6M
Dividends
$8.86M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$1.44M
Win %
77%
This Week
Compared To Last Week
Gain
-1.27%
Profit
-$2.42M
Win %
77%
This Month
Compared to last month
Gain
-0.75%
Profit
-$1.44M
Win %
77%
This Year
Compared to last year
Gain
1.05%
Profit
$1.97M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$837,957.77 
ETN Eaton Corporation plc
+7.32%
+$229,367.62 
GOOGL Alphabet Inc
+6.73%
+$635,047.14 
META Meta Platforms Inc Class A
+3.28%
+$115,697.86 
MSFT Microsoft Corp.
+3.02%
+$259,079.45 
NVDA NVIDIA Corporation
+2.93%
+$398,878.25 
WDC Western Digital Corporation
+2.21%
+$66,080.29 
ORCL Oracle Corporation
+1.81%
+$34,072.5 
HCA HCA Healthcare Inc.
+1.72%
+$39,956.74 
ZTS Zoetis Inc.
+1.66%
+$28,980.02 
GE General Electric Company
+1.42%
+$55,304.83 
COP ConocoPhillips
+1.22%
+$27,473.17 
AMAT Applied Materials, Inc.
+1.18%
+$77,897.96 
SCHW Charles Schwab Corporation
+0.87%
+$24,696.49 
TSLA Tesla, Inc.
+0.76%
+$15,802.43 
MPC Marathon Petroleum Corporation
+0.76%
+$35,663.77 
CAT Caterpillar Inc.
+0.7%
+$14,883.72 
RTX RTX Corporation
+0.39%
+$12,496.68 
AVGO Broadcom Inc.
+0.37%
+$21,785.76 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,684.34 
AZO AutoZone Inc.
+0.32%
+$5,188.44 
JPM JPMorgan Chase & Co.
+0.27%
+$10,217.8 
MS Morgan Stanley
+0.17%
+$6,369.88 
DELL Dell Technologies Inc.
+0.14%
+$11,099.2 
C Citigroup Inc.
+0.1%
+$2,765.54 
WM Waste Management, Inc.
+0.1%
+$1,896.84 
AAPL Apple Inc.
-7.35%
-$946,790.76 
MU Micron Technology, Inc.
-5.9%
-$234,916.23 
CI The Cigna Group
-2.99%
-$73,477.84 
ABBV AbbVie Inc.
-2.51%
-$70,904.73 
NEM Newmont Corporation
-2.14%
-$41,615 
NFLX Netflix, Inc.
-2%
-$60,327.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$85,248.42 
DHI D.R. Horton, Inc.
-1.7%
-$36,252.22 
NKE Nike, Inc. - Class B
-1.37%
-$20,690.92 
TJX The TJX Companies, Inc.
-1.21%
-$36,032.45 
LOW Lowe's Companies Inc.
-1.08%
-$18,530.03 
KO The Coca-Cola Company
-1.02%
-$24,949.8 
FOXA Fox Corporation
-1%
-$27,764.22 
BLK BlackRock, Inc.
-0.73%
-$16,750 
AMGN Amgen Inc.
-0.64%
-$20,197.2 
COF Capital One Financial Corporation
-0.54%
-$15,161.28 
LLY Eli Lilly and Company
-0.53%
-$20,327.08 
SPG Simon Property Group, Inc.
-0.46%
-$13,893.95 
DG Dollar General Corporation
-0.35%
-$8,355.09 
CEG Constellation Energy Corporation
-0.31%
-$6,773.22 
VST Vistra Corp
-0.29%
-$5,660.95 
COST Costco Wholesale Corporation
-0.24%
-$6,358.84 
V Visa Inc. Class A
-0.04%
-$996.73 
UBER Uber Technologies, Inc.
-0.01%
-$242.15 Events
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Dividends
Dividend Analysis
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| Trades 910 | Longs Won 685/910 75% | Profit Factor 6.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $709,190.01 |
| Average Win $204,873.72 | Best Trade (Aug 28) $14.62M | Sharpe Ratio -9.17 |
| Average Loss -$91,393.13 | Worst Trade (Sep 01) -$1.42M | Z-Score -1.54 (88.15%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 5d | Expectancy $131,620.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,066 | 1,860 | 1,653 | 1,446 | 1,240 | 1,033 | 826 | 620 | 413 | 207 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 38,613 | $5.18M | $11.93M | - | $6.75M | 130.43% | -7.354% |
| ABBV AbbVie Inc. | 10,959 | $2.23M | $2.75M | - | $523,931.42 | 23.54% | -2.513% |
| AMAT Applied Materials, Inc. | 13,203 | $1.2M | $6.7M | - | $5.51M | 459.96% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 9,226 | $1.88M | $4.39M | - | $2.52M | 134.06% | -1.904% |
| AMGN Amgen Inc. | 8,144 | $2.54M | $3.14M | - | $594,090.5 | 23.36% | -0.64% |
| AMZN Amazon.com Inc | 23,225 | $3.8M | $6.31M | - | $2.5M | 65.81% | +15.321% |
| AVGO Broadcom Inc. | 15,129 | $1.26M | $5.89M | - | $4.63M | 368.68% | +0.371% |
| AZO AutoZone Inc. | 536 | $1.15M | $1.62M | - | $468,635.4 | 40.82% | +0.322% |
| BLK BlackRock, Inc. | 2,099 | $2.15M | $2.29M | - | $137,023.15 | 6.37% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 4,669 | $1.96M | $2.39M | - | $424,972.38 | 21.64% | +0.365% |
| C Citigroup Inc. | 21,275 | $2.98M | $2.82M | - | -$159,775.25 | -5.37% | +0.098% |
| CAT Caterpillar Inc. | 2,625 | $2.8M | $2.14M | - | -$656,486.75 | -23.48% | +0.701% |
| CEG Constellation Energy Corporation | 8,362 | $1.89M | $2.2M | - | $306,328.64 | 16.2% | -0.307% |
| CI The Cigna Group | 8,534 | $2.67M | $2.38M | - | -$290,792.28 | -10.88% | -2.993% |
| COF Capital One Financial Corporation | 13,417 | $1.4M | $2.8M | - | $1.41M | 100.68% | -0.538% |
| COP ConocoPhillips | 18,947 | $2.5M | $2.28M | - | -$218,269.44 | -8.73% | +1.218% |
| COST Costco Wholesale Corporation | 2,789 | $1.01M | $2.65M | - | $1.64M | 161.72% | -0.239% |
| DELL Dell Technologies Inc. | 19,820 | $2.31M | $8.03M | - | $5.72M | 247.18% | +0.138% |
| DG Dollar General Corporation | 18,567 | $2.12M | $2.36M | - | $243,262.76 | 11.5% | -0.353% |
| DHI D.R. Horton, Inc. | 14,677 | $1.03M | $2.1M | - | $1.07M | 103.12% | -1.697% |
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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 - $9.45M, Eli Lilly and Company - $2.55M, EOG Resources, Inc - $2.37M, Marathon Petroleum Corporation - $2.27M, 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 $8.86M earned over time. The largest contributors to dividend income include EOG Resources, Inc - $568,720.55, Marathon Petroleum Corporation - $399,862.72, Morgan Stanley - $398,883.83, JPMorgan Chase & Co - $368,455.2, and Microsoft Corp - $331,671.78. 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.
