Long-term investor

Winebrenner Capital Management LLC @winebrennercapitalmanage

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002047728).

Record

  • Tracked since 2025-06-30 (434 days), 92 trades recorded
  • Returns: week n/a · month n/a · 90 days +3.9% · 6 months +4.0% · 1 year +8.2% · all +8.2%
  • Max drawdown -0.6% · Sharpe 0.58 · win rate 28% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • JPIE · 6.5% · long · since 2025-06-30
  • JSI · 4.5% · long · since 2025-09-30
  • DFCF · 3.5% · long · since 2025-06-30
  • NVDA · 3.4% · long · since 2025-06-30
  • AAPL · 3.2% · long · since 2025-06-30
  • FLRT · 3.0% · long · since 2025-06-30
  • JAAA · 2.9% · long · since 2025-06-30
  • CVX · 2.7% · long · since 2025-06-30
  • BRK-B · 2.2% · long · since 2025-06-30
  • CAT · 1.6% · long · since 2025-06-30
  • SPY · 1.6% · long · since 2025-06-30
  • RDVY · 1.6% · long · since 2025-06-30

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