BWR
Brian W. Rahlfs Portfolio
Invests via Rahlfs Capital LLC | Managed by Brian W. Rahlfs
Invests via Rahlfs Capital LLC
Managed by Brian W. Rahlfs
Automatically Tracked
Veteran private-equity and corporate development executive focused on operational value creation, portfolio management and capital strategy across growth and middle-market buyouts. Brian W. Rahlfs brings experience leading deal execution, LP relations and post-acquisition integration in sectors including industrials and services. Tracks sponsor-led restructurings, operational improvement programs, and capital markets interfacing; frequently cited by investors for pragmatic, execution-oriented leadership.
Veteran private-equity and corporate development executive focused on operational value creation, portfolio management and capital strategy across growth and middle-market buyouts. Brian W. Rahlfs brings experience leading deal execution, LP relations and post-acquisition integration in sectors including industrials and services. Tracks sponsor-led restructurings, operational improvement programs, and capital markets interfacing; frequently cited by investors for pragmatic, execution-oriented leadership.
Investment Philosophy & Strategy
Focuses on operationally-driven private equity investing in growth and middle-market buyouts, prioritizing deep due diligence, hands-on post-acquisition integration, and measurable margin expansion. Capital allocation favors sponsor-led restructurings and owner-operated industrials and services where operational levers and management alignment accelerate value. Combines conservative leverage, tranche-driven capital structure, and LP-focused communication to balance downside protection with multi-year value creation horizons. Decision-making emphasizes pragmatic execution, portfolio-level oversight, and clear exit path discipline.
Focuses on operationally-driven private equity investing in growth and middle-market buyouts, prioritizing deep due diligence, hands-on post-acquisition integration, and measurable margin expansion. Capital allocation favors sponsor-led restructurings and owner-operated industrials and services where operational levers and management alignment accelerate value. Combines conservative leverage, tranche-driven capital structure, and LP-focused communication to balance downside protection with multi-year value creation horizons. Decision-making emphasizes pragmatic execution, portfolio-level oversight, and clear exit path discipline.
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:
2.53%
Gain
Monthly
0.13%
Yearly
1.63%
Drawdown
21.88%
$144.07M
Equity
Holdings
$144.07M
Investment
$118.08M
$28.7M
Profit -$375,045.96
Realized
$2.71M
Unrealized
$25.99M
Dividends
$3.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$375,045.96
Win %
65%
This Week
Compared To Last Week
Gain
0.07%
Profit
$94,221.71
Win %
65%
This Month
Compared to last month
Gain
0.42%
Profit
$595,627.01
Win %
65%
This Year
Compared to last year
Gain
5.85%
Profit
$7.97M
Win %
65%
MRK Merck & Co., Inc.
+2.94%
+$19,995.32 
ADM Archer-Daniels-Midland Co
+2.69%
+$46,406.3 
ABT Abbott Laboratories
+2.63%
+$21,642.3 
BMY Bristol-Myers Squibb Company
+2.35%
+$28,188.42 
SHEL Shell plc
+2.02%
+$8,192.56 
JNJ Johnson & Johnson
+1.98%
+$42,655.91 
MO Altria Group, Inc.
+1.98%
+$16,757.67 
CSCO Cisco Systems, Inc.
+1.93%
+$8,904 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+1.87%
+$15,147 
ABBV AbbVie Inc.
+1.87%
+$30,459.24 
AFL Aflac Inc.
+1.84%
+$4,306.19 
CVS CVS Health Corporation
+1.81%
+$11,444.9 
LMT Lockheed Martin Corporation
+1.44%
+$2,580.85 
PM Philip Morris International Inc.
+1.42%
+$21,138.3 
T AT&T Inc.
+1.32%
+$2,524.45 
TGT Target Corporation
+1.31%
+$14,162.48 
XOM Exxon Mobil Corporation
+1.28%
+$67,555.62 
VZ Verizon Communications Inc.
+1.25%
+$27,992.8 
CVX Chevron Corporation
+1.24%
+$18,397.32 
WMT Walmart Inc.
+1.01%
+$54,537.4 
APA APA Corporation
+0.89%
+$17,903.5 
DVN Devon Energy Corporation
+0.87%
+$4,284.37 
DG Dollar General Corporation
+0.84%
+$2,145.35 
D Dominion Energy, Inc.
+0.83%
+$7,169.75 
ORCL Oracle Corporation
+0.81%
+$8,286.23 
SO The Southern Company
+0.79%
+$21,200.2 
ET Energy Transfer L.P.
+0.74%
+$8,733.75 
PFE Pfizer Inc.
+0.72%
+$6,783.48 
DUK Duke Energy Corporation
+0.7%
+$13,187.68 
EOG EOG Resources, Inc.
+0.68%
+$11,543.2 
BSM Black Stone Minerals, L.P.
+0.66%
+$9,505.89 
GPC Genuine Parts Company
+0.65%
+$5,721.14 
MXF Mexico Fund, Inc.
+0.65%
+$2,922.5 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$47,824.48 
SQ Block, Inc.
+0.57%
+$2,471.26 
KMB Kimberly-Clark Corporation
+0.54%
+$1,374.75 
BAC Bank of America Corporation
+0.5%
+$1,662.25 
PG Procter & Gamble Co
+0.47%
+$1,983.6 
SBR Sabine Royalty Trust
+0.46%
+$4,013.78 
FNV Franco-Nevada Corporation
+0.42%
+$1,278.75 
SJT San Juan Basin Royalty Trust
+0.37%
+$110 
TKO Tko Group Holdings Inc.
+0.23%
+$4,092.9 
COST Costco Wholesale Corporation
+0.18%
+$944.99 
SLV iShares Silver Trust
+0.16%
+$1,306 
AAPL Apple Inc.
+0.15%
+$18,828.83 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$1,375 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$3,778.95 
AMGN Amgen Inc.
+0.03%
+$84 
STEL Stellar Bancorp Inc.
+0.03%
+$75.81 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$69.86 
TWN Taiwan Fund Inc.
-5.42%
-$17,115 
INTC Intel Corporation
-4.21%
-$149,976.72 
EWT iShares MSCI Taiwan ETF
-3.74%
-$19,031.25 
AMD Advanced Micro Devices, Inc.
-3.19%
-$109,463 
TXN Texas Instruments Inc
-3.15%
-$109,700.71 
UBER Uber Technologies, Inc.
-3.05%
-$22,145.74 
TSLA Tesla, Inc.
-2.85%
-$43,891.6 
MSFT Microsoft Corp.
-2.73%
-$152,637.31 
GOOGL Alphabet Inc
-2.33%
-$152,540.15 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.18%
-$12,505 
KO The Coca-Cola Company
-2.15%
-$17,295.33 
EWJ iShares MSCI Japan ETF
-2.09%
-$28,413 
NVDA NVIDIA Corporation
-1.96%
-$45,868.9 
GS The Goldman Sachs Group, Inc.
-1.7%
-$13,034.02 
DIS The Walt Disney Company
-1.7%
-$6,591 
FXI iShares China Large-Cap ETF
-1.68%
-$4,671.9 
CPNG Coupang Inc.
-1.54%
-$8,846.5 
MSTR Strategy Inc.
-1.53%
-$3,578.4 
PYPL PayPal Holdings Inc
-1.44%
-$6,977.22 
WMB The Williams Companies, Inc.
-1.28%
-$7,464 
OEF iShares S&P 100 ETF
-1.06%
-$24,095 
EWS iShares MSCI Singapore ETF
-1.02%
-$14,655.87 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$5,482.5 
ADBE Adobe Inc.
-0.77%
-$3,792.6 
EBAY eBay Inc.
-0.65%
-$11,317.25 
FCX Freeport-McMoRan Inc.
-0.6%
-$1,211 
GDX VanEck Gold Miners ETF
-0.55%
-$17,343.53 
AMZN Amazon.com Inc
-0.46%
-$10,994 
PEP PepsiCo, Inc.
-0.37%
-$5,492.48 
NEM Newmont Corporation
-0.35%
-$7,547.2 
JEPI JPMorgan Equity Premium Income Fund
-0.32%
-$8,541.83 
CRK Comstock Resources Inc.
-0.3%
-$1,974 
EWH iShares MSCI Hong Kong ETF
-0.29%
-$929.5 
IWS iShares Russell Mid-Cap Value ETF
-0.25%
-$777 
ILF iShares Latin America 40 ETF
-0.23%
-$3,060 
MCD McDonald's Corporation
-0.23%
-$5,723.99 Events
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Dividends
Dividend Analysis
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| Trades 248 | Longs Won 160/248 64% | Profit Factor 6.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $395,027.3 |
| Average Win $210,586.66 | Best Trade (Jul 10) $3.13M | Sharpe Ratio -12.36 |
| Average Loss -$56,757.72 | Worst Trade (Jul 10) -$518,660.1 | Z-Score 1.66 (90.34%) |
| Commissions $0 | Avg. Trade Length 11m 3w 5d | Expectancy $115,722.53 |
| 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 | 2,538 | 2,284 | 2,030 | 1,777 | 1,523 | 1,269 | 1,015 | 761 | 508 | 254 |
Hover over the desired column for a detailed explanation.
Returns
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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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