Donald Stoltz Portfolio
Invests via Ripple Effect Asset Management LP | Managed by Ravi Bellur
Invests via Ripple Effect Asset Management LP
Managed by Ravi Bellur
Automatically Tracked
Donald Stoltz Profile
Veteran investor and operator with experience in private equity, corporate finance and board advisory, Donald Stoltz brings a market-oriented approach to sourcing growth and turnaround opportunities. He has led deal execution, portfolio operational improvements and capital raises across technology and industrial sectors. Known for strategic M&A and hands-on governance, he targets high-conviction investments where operational leverage can drive value creation for investors.
Veteran investor and operator with experience in private equity, corporate finance and board advisory, Donald Stoltz brings a market-oriented approach to sourcing growth and turnaround opportunities. He has led deal execution, portfolio operational improvements and capital raises across technology and industrial sectors. Known for strategic M&A and hands-on governance, he targets high-conviction investments where operational leverage can drive value creation for investors.
Investment Philosophy & Strategy
Applies a pragmatic private equity mindset focused on control and growth-stage turnarounds, prioritizing opportunities where operational improvements and strategic M&A can unlock value. Allocates capital selectively to technology and industrial themes, favoring hands-on governance, board-level intervention and measurable KPIs. Employs a market-oriented lens to source mispriced assets, balances mid-term value creation with disciplined downside protection, and uses active portfolio management and capital raises to accelerate revenue expansion and margin recovery.
Applies a pragmatic private equity mindset focused on control and growth-stage turnarounds, prioritizing opportunities where operational improvements and strategic M&A can unlock value. Allocates capital selectively to technology and industrial themes, favoring hands-on governance, board-level intervention and measurable KPIs. Employs a market-oriented lens to source mispriced assets, balances mid-term value creation with disciplined downside protection, and uses active portfolio management and capital raises to accelerate revenue expansion and margin recovery.
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:
44.98%
Gain -7.94%
Monthly
1.74%
Yearly
23.08%
Drawdown
24.93%
$134.72M
Equity
Holdings
$134.72M
Investment
$143.4M
$38.91M
Profit -$10.6M
Realized
$47.6M
Unrealized
-$8.69M
Dividends
$3.79M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-7.94%
Profit
-$10.6M
Win %
34%
This Week
Compared To Last Week
Gain
-11.32%
Profit
-$17.19M
Win %
34%
This Month
Compared to last month
Gain
-8.1%
Profit
-$11.87M
Win %
34%
This Year
Compared to last year
Gain
-20.26%
Profit
-$34.22M
Win %
48%
TLNE TALEN ENERGY CORP NEW
-69.33%
-$7.17M 
CIFR Cipher Mining Inc.
-10.46%
-$88,192 
WULF TeraWulf Inc.
-8.88%
-$336,169.25 
HUT Hut 8 Corp.
-8.49%
-$551,392.92 
SEI Solaris Energy Infrastructure Inc.
-8.39%
-$758,346 
VG Venture Global Inc.
-8.21%
-$8,491.1 
SPCX Space Exploration Technologies Corp. Class A
-5.06%
-$38,500 
WMB The Williams Companies, Inc.
-4.46%
-$772,850 
KGS Kodiak Gas Services Inc.
-4.39%
-$661,386 
VST Vistra Corp
-3.41%
-$529,914 
BKV BKV Corporation
-3.16%
-$98,806.96 
DVN Devon Energy Corporation
-1.71%
-$125,086.5 
IE Ivanhoe Electric Inc.
-1.47%
-$59,400 
XIFR Xplr Infrastructure Partners L.P.
-1.01%
-$276,795.5 
AR Antero Resources Corporation
-0.85%
-$116,064 Events
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Dividends
Dividend Analysis
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| Trades 89 | Longs Won 49/89 55% | Profit Factor 2.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.59M |
| Average Win $1.37M | Best Trade (Jun 30) $5.94M | Sharpe Ratio -14.58 |
| Average Loss -$708,940.85 | Worst Trade (Oct 15) -$2.42M | Z-Score -2.27 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3w 4d | Expectancy $437,190.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.74% |
| Consecutive Losing Trades | 190 | 171 | 152 | 133 | 114 | 95 | 76 | 57 | 38 | 19 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AR Antero Resources Corporation | 374,400 | $15.04M | $13.6M | - | -$1.44M | -9.58% | -0.846% |
| BKV BKV Corporation | 135,352 | $3.35M | $3.03M | - | -$323,956.56 | -9.67% | -3.16% |
| CIFR Cipher Mining Inc. | 84,800 | $2.08M | $754,720 | - | -$1.32M | -63.67% | -10.463% |
 CSX CSX Corporation | 66,800 | $3.18M | $3.25M | - | $70,474 | 2.22% | +0.632% |
| DPC DPC | 100,000 | $4.91M | $4.91M | - | - | - | 0.0 |
| DVN Devon Energy Corporation | 146,300 | $6.05M | $7.18M | - | $1.13M | 18.74% | -1.713% |
| HUT Hut 8 Corp. | 86,697 | $5.44M | $5.94M | - | $502,979 | 9.25% | -8.495% |
| IE Ivanhoe Electric Inc. | 495,000 | $6.7M | $3.99M | - | -$2.71M | -40.4% | -1.465% |
| KGS Kodiak Gas Services Inc. | 300,630 | $11.24M | $14.39M | - | $3.15M | 27.99% | -4.394% |
| SEI Solaris Energy Infrastructure Inc. | 130,300 | $10.48M | $8.28M | - | -$2.2M | -21.02% | -8.39% |
| SPCX Space Exploration Technologies Corp. Class A | 5,000 | $854,300 | $722,300 | - | -$132,000 | -15.45% | -5.06% |
| TLNE TALEN ENERGY CORP NEW | 25,250 | $7.04M | $3.17M | - | -$3.87M | -54.94% | -69.332% |
 UNP Union Pacific Corporation | 11,500 | $3.13M | $3.32M | - | $196,880 | 6.29% | +0.939% |
| VG Venture Global Inc. | 7,790 | $86,703 | $94,882.2 | - | $8,179.2 | 9.43% | -8.214% |
| VST Vistra Corp | 102,300 | $15.4M | $15M | - | -$399,646 | -2.6% | -3.413% |
| WMB The Williams Companies, Inc. | 237,800 | $15.37M | $16.54M | - | $1.17M | 7.59% | -4.464% |
| WULF TeraWulf Inc. | 327,970 | $5.92M | $3.45M | - | -$2.47M | -41.74% | -8.882% |
| XIFR Xplr Infrastructure Partners L.P. | 2.77M | $27.14M | $27.1M | - | -$39,536.01 | -0.15% | -1.011% |
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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 Donald Stoltz?
The largest contributions to the portfolio's profits come from the following stocks: Kodiak Gas Services Inc - $21.21M, TALEN ENERGY CORP NEW - $9.13M, Vistra Corp - $9.09M, Antero Midstream Corporation - $3.16M, and The Williams Companies, Inc - $2.23M. 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: Ivanhoe Electric Inc - $3.03M, Core Scientific, Inc - $1.13M, CF Industries Holdings, Inc - $807,132.36, Expand Energy Corporation - $666,635, and Freeport-McMoRan Inc - $475,212. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Donald Stoltz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.79M earned over time. The largest contributors to dividend income include Kodiak Gas Services Inc - $1.2M, Antero Midstream Corporation - $581,625, iShares iBoxx $ High Yield Corporate Bond ETF - $541,528.16, The Williams Companies, Inc - $506,095, and EQT Corporation - $201,543.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Donald Stoltz's monthly returns?
Donald Stoltz'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 Donald Stoltz's strategy be considered aggressive or moderate?
Donald Stoltz'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 Donald Stoltz's strategy?
Donald Stoltz'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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