 | |
Wilbur Ross13F | |
| Invesco Private Capital | |
| Last update 2019-11-14 | 4 Stocks (0 new) |
| Value $365.00 Mil | Turnover 0 % |
Wilbur Ross Profile
Wilbur L. Ross, Jr. is the founder of private equity firm WL Ross & Co. He is known for distressed investing and restructuring failed companies in industries such as steel, coal, telecommunications, foreign investment and textiles. He specializes in leveraged buyouts. In 2005, Forbes magazine listed Ross as one of the world's billionaires for the first time.
He earned a B.A. from Yale College and an M.B.A. at Harvard Business School.In 2006, Ross sold WL Ross & Co to Amvescap, which is now Invesco Private Capital. He remained a senior executive at Invesco until 2017.
He earned a B.A. from Yale College and an M.B.A. at Harvard Business School.In 2006, Ross sold WL Ross & Co to Amvescap, which is now Invesco Private Capital. He remained a senior executive at Invesco until 2017.
Wilbur Ross Investing Philosophy
After college, Ross spent nearly a quarter of a century establishing himself as a prominent bankruptcy advisor, which shaped his investing career as a distressed equity fund manager. In his own words, Ross is a man who “likes to run into burning buildings.” He made his fortune by investing in bankrupt or near-bankrupt businesses, turning them around to become profitable and selling them to the highest bidder.
Wilbur Ross Top Holdings of 2019-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVGS | Navigator Holdings Ltd | 21,863,874 | 233,506.0 | 0% | 63.920 | 0% | 28.300 | +4.67% | +22.25% | 1,298.0 | Oil & Gas | |
DSSI | Diamond S Shipping Inc | 9,700,130 | 106,895.0 | 0% | 29.260 | 0% | 23.890 | -1.82% | +45.50% | 393.5 | Oil & Gas | |
AMAL | Amalgamated Financial Corp | 1,502,582 | 24,071.0 | 0% | 6.590 | 0% | 4.830 | +11.18% | +46.44% | 1,389.1 | Banks | |
WORK | Slack Technologies Inc | 36,215 | 862.0 | -34.57% | 0.240 | -0.20% | 0.010 | +6.75% | +7.01% | 26,519.5 | Software | |
DBX | Dropbox Inc | 0 | 0 | Sold Out | 0.000 | -0.11% | 0.000 | +28.87% | +9.82% | 7,122.7 | Software |
Wilbur Ross's Historical Top Holdings Breakdowns
Wilbur Ross's Top Stock Picks
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| Ticker |
|---|
| WORK Unlock Delisted |
DBX |
| WORK Unlock Delisted |
XENE |
DBX |
| DSSI Unlock Delisted |
| SEND Unlock Delisted |
DBX |
XENE |
| DPLO Unlock Delisted |
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WORK Unlock Delisted | Slack Technologies Inc | 2019-09-30 | Reduce Reduce | -0.20% | 22.06 ($30.36) 36.55 | $45.20 | 48.88% | Reduce -34.57% | 36,215 | -19,138 | |
DBX | Dropbox Inc | 2019-09-30 | Sold Out Sold Out | -0.11% | 17.26 ($21.31) 26.13 | $30.53 | 43.27% | Sold Out | 0 | -15,803 | |
| WORK Unlock Delisted | Slack Technologies Inc | 2019-06-30 | New Buy New Buy | +0.58% | 35.2 ($36.82) 38.62 | $45.20 | 22.76% | New holding | 55,353 | 55,353 | |
XENE | Xenon Pharmaceuticals Inc | 2019-06-30 | Sold Out Sold Out | -0.22% | 8.51 ($9.56) 10.75 | $66.65 | 597.18% | Sold Out | 0 | -79,539 | |
DBX | Dropbox Inc | 2019-06-30 | New Buy New Buy | +0.11% | 21.15 ($23.07) 25.05 | $30.53 | 32.34% | New holding | 15,803 | 15,803 | |
| DSSI Unlock Delisted | Diamond S Shipping Inc | 2019-03-31 | New Buy New Buy | +27.59% | 10.4 ($10.68) 10.96 | $9.69 | -9.27% | New holding | 9,700,130 | 9,700,130 | |
| SEND Unlock Delisted | SendGrid Inc | 2019-03-31 | Sold Out Sold Out | -1.09% | 39.19 ($47.57) 54.08 | $54.08 | 13.69% | Sold Out | 0 | -60,221 | |
DBX | Dropbox Inc | 2019-03-31 | Sold Out Sold Out | -0.14% | 20.09 ($23.28) 25.99 | $30.53 | 31.14% | Sold Out | 0 | -15,803 | |
XENE | Xenon Pharmaceuticals Inc | 2019-03-31 | Reduce Reduce | -0.13% | 6.31 ($8.42) 10.42 | $66.65 | 691.57% | Reduce -38.6% | 79,539 | -50,000 | |
| DPLO Unlock Delisted | Diplomat Pharmacy Inc | 2019-03-31 | Sold Out Sold Out | -0.02% | 5.55 ($10.48) 14.5 | $4.00 | -61.83% | Sold Out | 0 | -3,465 |
Wilbur Ross Total Holding History ($B)
Wilbur Ross's Asset Allocation
Wilbur Ross Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wilbur Ross's Hypothetical Growth since 2019-09-30
Wilbur Ross's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Wilbur Ross's Holdings Heat Map
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Wilbur Ross's Holdings Bubble Chart
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