ML
Matthew Lindenbaum Portfolio
Invests via Basswood Capital Management LLC | Managed by Matthew Lindenbaum
Invests via Basswood Capital Management LLC
Managed by Matthew Lindenbaum
Automatically Tracked
Matthew Lindenbaum Profile
With a robust foundation in financial analysis and investment strategy, Matthew Lindenbaum has built a distinguished career as an investor-operator. He is currently at the helm of an investment firm that emphasizes long-term value creation across various asset classes. Having cultivated significant expertise through prior roles in both public and private sectors, he plays a crucial part in identifying lucrative opportunities while fostering operational excellence within his portfolio companies. His commitment to rigorous due diligence and market responsiveness enhances the firm’s reputation for sustainable growth.
With a robust foundation in financial analysis and investment strategy, Matthew Lindenbaum has built a distinguished career as an investor-operator. He is currently at the helm of an investment firm that emphasizes long-term value creation across various asset classes. Having cultivated significant expertise through prior roles in both public and private sectors, he plays a crucial part in identifying lucrative opportunities while fostering operational excellence within his portfolio companies. His commitment to rigorous due diligence and market responsiveness enhances the firm’s reputation for sustainable growth.
Investment Philosophy & Strategy
Emphasizing a contrarian approach, Matthew Lindenbaum navigates market dynamics by seeking undervalued assets often overlooked by mainstream investors. His investment strategies prioritize comprehensive research and qualitative assessments to uncover hidden opportunities across diverse sectors. Focused on sustainable growth, he leverages his extensive experience in both private equity and public markets to drive transformative change within portfolio companies. With an entrepreneurial mindset, decision-making reflects a keen understanding of operational efficiencies and competitive positioning.
Emphasizing a contrarian approach, Matthew Lindenbaum navigates market dynamics by seeking undervalued assets often overlooked by mainstream investors. His investment strategies prioritize comprehensive research and qualitative assessments to uncover hidden opportunities across diverse sectors. Focused on sustainable growth, he leverages his extensive experience in both private equity and public markets to drive transformative change within portfolio companies. With an entrepreneurial mindset, decision-making reflects a keen understanding of operational efficiencies and competitive positioning.
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:
51.25%
Gain +1.37%
Monthly
0.44%
Yearly
5.36%
Drawdown
18.11%
$8.4B
Equity
Holdings
$8.4B
Investment
$2.69B
$5.71B
Profit +$113.02M
Realized
-$0
Unrealized
$5.71B
Dividends
$992.56M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.37%
Profit
$113.02M
Win %
63%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$46.87M
Win %
63%
This Month
Compared to last month
Gain
1.65%
Profit
$136.56M
Win %
63%
This Year
Compared to last year
Gain
1.45%
Profit
$119.78M
Win %
63%
FMCC Freddie Mac
+14.73%
+$277,322.48 
WGO Winnebago Industries, Inc.
+6.76%
+$335,025.6 
EFX Equifax Inc.
+6.47%
+$10.36M 
UPBD Upbound Group, Inc.
+5.7%
+$655,314 
LEN Lennar Corporation
+5.39%
+$2.95M 
AZO AutoZone Inc.
+5.26%
+$47.88M 
FCN Fti Consulting Inc.
+5.14%
+$516,600.29 
CX Cemex S.A.B. de C.V. Sponsored ADR
+5.09%
+$1.93M 
BRO Brown & Brown Inc.
+4.72%
+$3.15M 
MCO Moody's Corporation
+4.72%
+$11.36M 
MLM Martin Marietta Materials, Inc.
+4.51%
+$2.09M 
DHI D.R. Horton, Inc.
+4.38%
+$9.46M 
ACN Accenture plc Class A
+4.34%
+$6.92M 
MAS Masco Corporation
+4.16%
+$1.03M 
PHM PulteGroup Inc.
+3.27%
+$9.51M 
WABC Westamerica Bancorporation
+3.25%
+$115,461.41 
BXP Boston Properties, Inc.
+2.72%
+$91,036.45 
COF Capital One Financial Corporation
+2.72%
+$2.14M 
TOL Toll Brothers Inc
+2.7%
+$12.95M 
WFC Wells Fargo & Company
+2.6%
+$4.86M 
FHI Federated Hermes Inc.
+2.55%
+$884,072 
USB U.S. Bancorp
+2.23%
+$3.56M 
RCL Royal Caribbean Group
+2.22%
+$1.15M 
FAF First American Financial Corporation
+2.06%
+$3.93M 
VNO Vornado Realty Trust
+1.95%
+$41,418.13 
MHO M/I Homes Inc.
+1.92%
+$1.45M 
WMT Walmart Inc.
+1.78%
+$1.07M 
FITB Fifth Third Bancorp
+1.73%
+$982,848.42 
ALL Allstate Corporation
+1.73%
+$674,628 
LEA Lear Corporation
+1.59%
+$1.9M 
MSFT Microsoft Corp.
+1.34%
+$2.55M 
FHN First Horizon Corporation
+1.3%
+$28,537.2 
PFG Principal Financial Group, Inc.
+1.1%
+$92,033.02 
GNW Genworth Financial Inc.
+1.02%
+$76,977 
CYH Community Health Systems, Inc.
+1.01%
+$13,279.45 
PGR Progressive Corporation
+0.94%
+$386,798.07 
FNF Fidelity National Financial, Inc.
+0.76%
+$1.35M 
C Citigroup Inc.
+0.74%
+$228,617.19 
BAC Bank of America Corporation
+0.72%
+$444,866.91 
MET MetLife Inc.
+0.64%
+$65,173.66 
URI United Rentals, Inc.
+0.49%
+$1.01M 
MBI MBIA Inc.
+0.46%
+$1,508.62 
BZH Beazer Homes USA Inc.
+0.36%
+$50,252.76 
PIPR Piper Sandler Companies
+0.11%
+$3,352.16 
JPM JPMorgan Chase & Co.
+0.02%
+$79,260.16 
AMWD American Woodmark Corporation
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
CMA Comerica Inc.
0%
$0 
TGI Triumph Group Inc.
0%
$0 LNR
LNR
0%
$0 FNVG
FNVG
0%
$0 CFC
CFC
0%
$0 NFB
NFB
0%
$0 PL
PL
0%
$0 UB
UB
0%
$0 KRB
KRB
0%
$0 WB
WB
0%
$0 WSH
WSH
0%
$0 NCC
NCC
0%
$0 LIN
LIN
0%
$0 MER
MER
0%
$0 CTX
CTX
0%
$0 BNI
BNI
0%
$0 STI
STI
0%
$0 BPO
BPO
0%
$0 BSG
BSG
0%
$0 SFG
SFG
0%
$0 WAMU
WAMUQ
0%
$0 SPC
SPC
0%
$0 CBH
CBH
0%
$0 BSC
BSC
0%
$0 AGP
AGP
0%
$0 HRH
HRH
0%
$0 MCOA
MCOAQ
0%
$0 LFGR
LFGRQ
0%
$0 CYN
CYN
0%
$0 SOV
SOV
0%
$0 WCIM
WCIMQ
0%
$0 NXCD
NXCDQ
0%
$0 AEA
AEA
0%
$0 CNO
CNO
0%
$0 SHRP
SHRPQ
0%
$0 PCBC
PCBC
0%
$0 LAF
LAF
0%
$0 USIH
USIH
0%
$0 USFC
USFC
0%
$0 TCF
TCF
0%
$0 CHUX
CHUX
0%
$0 9098
909870107
0%
$0 
AF Astoria Financial Corp.
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 97 | Longs Won 41/97 42% | Profit Factor 21.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $222.16M |
| Average Win $146M | Best Trade (Oct 14) $1.93B | Sharpe Ratio -46.29 |
| Average Loss -$4.97M | Worst Trade (Oct 14) -$91.23M | Z-Score -1.43 (85.12%) |
| Commissions $0 | Avg. Trade Length 21y 9m 3w 2d | Expectancy $58.84M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% | 1.21% | 12.46% |
| Consecutive Losing Trades | 1,692 | 1,523 | 1,354 | 1,184 | 1,015 | 846 | 677 | 508 | 338 | 169 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 9098 909870107 | 150,305 | $999.99 | $999.99 | - | - | - | 0.0 |
| ACN Accenture plc Class A | 741,630 | $20.02M | $166.34M | - | $146.32M | 730.7% | +4.34% |
| AEA AEA | 136,175 | $3.12M | $3.12M | - | - | - | 0.0 |
| AF Astoria Financial Corp. | 1.17M | $31.04M | $46.57M | - | $15.52M | 50% | 0.0 |
| AGP AGP | 18,100 | $1.37M | $1.37M | - | - | - | 0.0 |
| ALL Allstate Corporation | 165,350 | $8.55M | $39.73M | - | $31.17M | 364.52% | +1.728% |
| AMWD American Woodmark Corporation | 7,732 | $338,000 | $338,000 | - | - | - | 0.0 |
| AVB AvalonBay Communities, Inc. | 69,540.25 | $5.24M | $12.8M | - | $7.56M | 144.46% | 0.0 |
| AZO AutoZone Inc. | 312,835 | $28.57M | $958.74M | - | $930.17M | 3,256.33% | +5.257% |
| BAC Bank of America Corporation | 1.2M | $56.5M | $62.23M | - | $5.74M | 10.15% | +0.72% |
| BK The Bank of New York Mellon Corporation | 378,925.69 | $13.43M | $12.66M | - | -$765,579.45 | -5.7% | 0.0 |
| BNI BNI | 133,502 | $6.32M | $6.32M | - | - | - | 0.0 |
| BPO BPO | 96,044 | $3.59M | $3.59M | - | - | - | 0.0 |
| BRO Brown & Brown Inc. | 1.03M | $11.2M | $69.81M | - | $58.61M | 523.25% | +4.722% |
| BSC BSC | 524,930 | $53.71M | $53.71M | - | - | - | 0.0 |
| BSG BSG | 34,564 | $569,000 | $569,000 | - | - | - | 0.0 |
| BXP Boston Properties, Inc. | 57,985 | $3.75M | $3.44M | - | -$313,229.05 | -8.35% | +2.721% |
| BZH Beazer Homes USA Inc. | 418,773 | $102.05M | $14M | - | -$88.05M | -86.28% | +0.36% |
| C Citigroup Inc. | 254,019.1 | $122.39M | $31.29M | - | -$91.1M | -74.44% | +0.736% |
| CBH CBH | 3.11M | $200.3M | $200.3M | - | - | - | 0.0 |
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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 Matthew Lindenbaum?
The largest contributions to the portfolio's profits come from the following stocks: Citigroup Inc - $182.93M, Fomento Economico Mexicano S.A.B. de C.V. ADR - $84.61M, U.S. Bancorp - $80.85M, First American Financial Corporation - $70.33M, and Wells Fargo & Company - $58.1M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Matthew Lindenbaum's portfolio generate?
The portfolio generates substantial dividend income, with a total of $992.56M earned over time. The largest contributors to dividend income include Citigroup Inc - $182.93M, Fomento Economico Mexicano S.A.B. de C.V. ADR - $84.61M, U.S. Bancorp - $80.85M, First American Financial Corporation - $70.33M, and Wells Fargo & Company - $58.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Lindenbaum's monthly returns?
Matthew Lindenbaum'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 Matthew Lindenbaum's strategy be considered aggressive or moderate?
Matthew Lindenbaum'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 Matthew Lindenbaum's strategy?
Matthew Lindenbaum'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.
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