KEW
Kenneth E. Warren Portfolio
Invests via LITTLEJOHN & Co. LLC | Managed by Kenneth E. Warren
Invests via LITTLEJOHN & Co. LLC
Managed by Kenneth E. Warren
Automatically Tracked
Kenneth E. Warren Profile
With a rich background in finance and investment, Kenneth E. Warren has significantly impacted corporate leadership and asset management. He has served in pivotal roles that blend operational execution with strategic growth initiatives across various sectors. Renowned for his acumen in navigating complex financial landscapes, he brings expertise from both private equity and public market investments, contributing to value creation within diverse portfolios. His career demonstrates an unwavering commitment to fostering innovation while leading teams through transformative projects that enhance organizational efficiency and competitiveness.
With a rich background in finance and investment, Kenneth E. Warren has significantly impacted corporate leadership and asset management. He has served in pivotal roles that blend operational execution with strategic growth initiatives across various sectors. Renowned for his acumen in navigating complex financial landscapes, he brings expertise from both private equity and public market investments, contributing to value creation within diverse portfolios. His career demonstrates an unwavering commitment to fostering innovation while leading teams through transformative projects that enhance organizational efficiency and competitiveness.
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:
24.81%
Gain +1.76%
Monthly
-0.23%
Yearly
-2.72%
Drawdown
44.28%
$121.98M
Equity
Holdings
$121.98M
Investment
$157.43M
-$45.68M
Profit +$3.23M
Realized
-$10.23M
Unrealized
-$35.45M
Dividends
$15.43M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.76%
Profit
$3.23M
Win %
25%
This Week
Compared To Last Week
Gain
2.72%
Profit
$3.23M
Win %
25%
This Month
Compared to last month
Gain
2.72%
Profit
$3.23M
Win %
25%
This Year
Compared to last year
Gain
15.6%
Profit
$16.46M
Win %
23%
BLDR Builders FirstSource, Inc.
+9.09%
+$1.03M 
FWRD Forward Air Corporation
+4.41%
+$454,621.82 
MAGN Magnera Corporation Warrants
+3.62%
+$1.16M 
AVAH Aveanna Healthcare Holdings Inc.
+2.34%
+$484,739.64 
LPX Louisiana-Pacific Corporation
+1.84%
+$214,401 
ASTL Algoma Steel Group Inc.
+1.82%
+$241,255.21 
SRG Seritage Growth Properties
+1.25%
+$26,556.24 
TTAN ServiceTitan, Inc.
+0.37%
+$44,081.66 
ALVO Alvotech SA
-8.01%
-$435,116.22 Events
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Dividends
Dividend Analysis
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| Trades 472 | Longs Won 153/472 32% | Profit Factor 0.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.51M |
| Average Win $701,872.31 | Best Trade (Sep 30) $9.39M | Sharpe Ratio -14.27 |
| Average Loss -$479,842.49 | Worst Trade (Mar 31) -$13.26M | Z-Score -2.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy -$96,786.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 254 | 229 | 203 | 178 | 153 | 127 | 102 | 76 | 51 | 25 |
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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FAQ
Which stocks have generated the highest profits for Kenneth E. Warren?
The largest contributions to the portfolio's profits come from the following stocks: Aveanna Healthcare Holdings Inc - $22.63M, Tenet Healthcare Corporation - $14.64M, Welbilt Inc - $5.88M, Assertio Holdings Inc - $4.5M, and Ferroglobe PLC - $3.78M. 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: Playtika Holding Corp - $10.37M, Hyster-Yale Materials Handling, Inc - $7.55M, Alight Inc - $7.54M, Atento S.A - $7.44M, and CBL & Associates Properties, Inc - $4.73M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kenneth E. Warren's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.43M earned over time. The largest contributors to dividend income include CBL & Associates Properties, Inc - $10.37M, National CineMedia, Inc - $1.61M, Algoma Steel Group Inc - $1.45M, BrightSpire Capital Inc - $741,730.3, and Alight Inc - $293,171.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kenneth E. Warren's monthly returns?
Kenneth E. Warren'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 Kenneth E. Warren's strategy be considered aggressive or moderate?
Kenneth E. Warren'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 Kenneth E. Warren's strategy?
Kenneth E. Warren'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.
