Robert Torray - Torray Fund Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.64B
+9,999%+
Winning Positions
+75.49%
191 wins / 253 positions
Average Gain (Winners)
$4.12M
+9,999%+ avg per position
Active Positions
86
38 losing positions
Portfolio Value Over Time
Total Positions Tracked
253
All holdings over time
Win/Loss Ratio
5.03
191 gains / 38 losses
Active vs. Exited
86 / 167
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| RPRX | Royalty Pharma | N/A | Dec 2021 | ACTIVE | $5.50K | $30.96M | $30.96M | +9,999%+ |
| AVGO | Broadcom Inc. | Technology | Sep 2022 | ACTIVE | $1.04K | $30.79M | $30.79M | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2016 | ACTIVE | $674.00 | $28.77M | $28.77M | +9,999%+ |
| CVX | Chevron Corporation | Energy | Jun 2013 | ACTIVE | $213.00 | $27.95M | $27.95M | +9,999%+ |
| PSX | Phillips 66 | Energy | Jun 2016 | ACTIVE | $474.00 | $25.69M | $25.69M | +9,999%+ |
| TXN | Texas Instruments Incorporated | Technology | Mar 2022 | ACTIVE | $10.36K | $23.52M | $23.51M | +9,999%+ |
| ABBV | AbbVie Inc. | Healthcare | Jun 2016 | ACTIVE | $560.00 | $20.35M | $20.35M | +9,999%+ |
| CEG | Constellation Energy Corporatio | Utilities | Dec 2024 | ACTIVE | $5.39M | $25.70M | $20.31M | +376.83% |
| UNH | UnitedHealth Group Incorporated | Healthcare | Jun 2013 | EXITED | $9.65K | $19.72M | $19.71M | +9,999%+ |
| AMGN | Amgen Inc. | Healthcare | Sep 2017 | ACTIVE | $1.05K | $19.00M | $19.00M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.