Long-term investor

Ravenstone Capital Management Inc. @ravenstonecapitalmanagem

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002086041).

Record

  • Tracked since 2022-03-31 (1911 days), 70 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +12.0% · 1 year -5.1% · all -30.9%
  • Max drawdown -44.5% · Sharpe -0.47 · win rate 50% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • V · 7.2% · long · since 2025-06-30
  • APH · 6.9% · long · since 2025-06-30
  • 02079K107 · 6.9% · long · since 2025-06-30
  • 780087102 · 6.4% · long · since 2025-06-30
  • FTNT · 6.4% · long · since 2025-06-30
  • MSFT · 5.8% · long · since 2025-06-30
  • BRK-B · 5.0% · long · since 2025-06-30
  • 11271J107 · 4.9% · long · since 2025-06-30
  • TMO · 4.9% · long · since 2025-06-30
  • FAST · 4.8% · long · since 2025-06-30
  • CP · 4.7% · long · since 2025-06-30
  • DHR · 4.5% · long · since 2025-06-30

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