Fred Martin - Disciplined Growth Investors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 64 | |
| Portfolio Value | $4.83B |
Disciplined Growth Investors Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.0 years | Style | Average duration positions are maintained |
| Position Count | 71 | Style | Number of active positions in portfolio |
| Position Size | 1.6% | Risk | Typical allocation per position |
| Win Rate | 53.1% | Performance | Percentage of profitable positions |
| Average Return | 7.0% | Performance | Mean return across positions |
| Sharpe Ratio | 0.16 | Performance | Return per unit of risk taken |
Investment Case Study: EXPAND ENERGY CORPORATION COM (CHK)
12/31/2024 - 8/4/2025
Performance Metrics
Total Return: 9.48%
Holding Period: 216 days
Max Position Size: $298,296,300.00
Position Weight: 5.68%
Key Events
12/31/2024: ENTRY(2,736,972.00 shares) @ $99.55
3/31/2025: DECREASE(-57,343.00 shares) @ $111.32
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure