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:
61.97%
Gain +1.79%
Monthly
2.81%
Yearly
39.57%
Drawdown
20.12%
$155.43M
Equity
Holdings
$155.43M
Investment
$130.01M
$71.75M
Profit +$2.97M
Realized
$46.33M
Unrealized
$25.41M
Dividends
$2.91M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.79%
Profit
$2.97M
Win %
61%
This Week
Compared To Last Week
Gain
-5.32%
Profit
-$8.74M
Win %
61%
This Month
Compared to last month
Gain
-5.92%
Profit
-$9.78M
Win %
61%
This Year
Compared to last year
Gain
2.91%
Profit
$5.66M
Win %
74%
TLN Talen Energy Corporation
+4.57%
+$354,291.66 
KGS Kodiak Gas Services Inc.
+2.92%
+$897,680 
WULF TeraWulf Inc.
+2.8%
+$150,782.7 
CF CF Industries Holdings, Inc.
+2.74%
+$111,803.88 
HUT Hut 8 Corp.
+2.19%
+$162,011.7 
IE Ivanhoe Electric Inc.
+2.17%
+$291,452.87 
BKV BKV Corporation
+2.08%
+$9,690 
CCJ Cameco Corporation
+2.01%
+$155,602.08 
AR Antero Resources Corporation
+1.78%
+$157,295.82 
NEXT NextDecade Corporation
+1.7%
+$187,561.22 
VST Vistra Corp
+1.12%
+$164,000 
XIFR Xplr Infrastructure Partners L.P.
+0.86%
+$253,872 
WMB The Williams Companies, Inc.
+0.64%
+$74,520 No Data
Events
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Dividends
Dividend Analysis
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| Trades 71 | Longs Won 44/71 61% | Profit Factor 9.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.2M |
| Average Win $1.82M | Best Trade (Jun 12) $14.93M | Sharpe Ratio -8.24 |
| Average Loss -$302,395.52 | Worst Trade (Jun 10) -$2.68M | Z-Score -3.54 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1w 1d | Expectancy $1.01M |
| 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% | 0.11% |
| Consecutive Losing Trades | 514 | 462 | 411 | 360 | 308 | 257 | 206 | 154 | 103 | 51 |
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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