Sir_H_Pennywise avatar

Sir_H_Pennywise
🇮🇹 Value Software and Financial Services Investor.
221 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
March 17, 2023
Lowest Cash
September 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
40 instruments
November 22, 2025
Least Diversified
0 instruments
March 17, 2023
Average
26.8 instruments

Most Consistent Holdings

Top 5

avatarUBER
91.46%
avatarCOP
91.16%
avatarGOOG
82.72%
avatarTMUS
81.1%
avatarAPP
75.3%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
September 2, 2023
Lowest Exposure
March 17, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
19.01%
Energy Minerals
15.7%
Producer Manufacturing
9.01%
Finance
6.99%
Consumer Durables
5.66%

Top Countries

Top 5

🇺🇸United States
83.01%
🇨🇦Canada
1.94%
🇰🇾Cayman Islands
1.64%
🇱🇺Luxembourg
0.57%
🇮🇱Israel
0.53%

Holdings over time

(Since March 17, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOG)
3.85%4.77%82.72%-
AppLovinAppLovin (APP)
3.83%5.05%75.3%-
SupermicroSupermicro (SMCI)
3.52%0%38.21%8/29/2024
M/I HomesM/I Homes (MHO)
3.44%0%68.09%2/4/2025
UberUber (UBER)
3.17%2.15%91.46%-
TerexTerex (TEX)
3.03%0%63.72%12/18/2024
AxcelisAxcelis (ACLS)
2.76%0%70.53%3/19/2025
Alpha MetallurgicalAlpha Metallurgical (AMR)
2.67%0%54.78%9/16/2024
ConocoPhillipsConocoPhillips (COP)
2.55%0%91.16%9/11/2025
TwilioTwilio (TWLO)
2.38%2.85%67.07%-
MetaMeta (META)
2.24%1.97%39.84%-
T-MobileT-Mobile (TMUS)
2.19%1.42%81.1%-
Abercrombie & FitchAbercrombie & Fitch (ANF)
2.17%0%55.39%4/4/2025
ExxonMobilExxonMobil (XOM)
2.04%0%67.28%2/3/2025
Brinker Intl.Brinker Intl. (EAT)
1.93%2.23%59.65%-
Royal CaribbeanRoyal Caribbean (RCL)
1.84%0%48.48%7/8/2025
Arch ResourcesArch Resources (ARCH)
1.81%0%51.73%8/26/2024
SterlingSterling (STRL.US)
1.79%4.51%42.99%-
Marathon PetroleumMarathon Petroleum (MPC)
1.74%0%48.27%7/29/2024
HF SinclairHF Sinclair (DINO)
1.71%0%50.3%8/6/2024
ModineModine (MOD)
1.7%0%41.16%2/14/2025
SalesforceSalesforce (CRM)
1.7%0%75%6/30/2025
OktaOkta (OKTA)
1.65%1.16%66.06%-
CredoCredo (CRDO)
1.64%8.42%30.49%-
SkyWestSkyWest (SKYW)
1.63%1.76%55.08%-
ValeroValero (VLO)
1.61%0%47.97%7/15/2024
Powell IndustriesPowell Industries (POWL)
1.52%3.09%42.17%-
ArganArgan (AGX)
1.51%5.18%40.04%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.34%1.63%52.13%-
SproutsSprouts (SFM)
1.25%0%51.93%11/12/2025
PepsiCoPepsiCo (PEP)
1.19%0%55.28%7/17/2025
AllstateAllstate (ALL)
1.14%2.3%33.64%-
SuncorSuncor (SU)
1.14%0%20.02%10/23/2023
GMGM (GM)
1.02%0%45.33%7/24/2025
SynchronySynchrony (SYF)
1.01%1.66%42.89%-
ComcastComcast (CMCSA)
0.91%0%39.74%1/2/2025
Zeta GlobalZeta Global (ZETA)
0.89%0%40.55%9/26/2025
LendingClubLendingClub (LC)
0.88%2.84%35.26%-
Wells FargoWells Fargo (WFC)
0.82%2.26%27.64%-
PayPalPayPal (PYPL)
0.82%1.46%32.22%-
Q2Q2 (QTWO)
0.8%0%34.35%11/6/2025
NucorNucor (NUE)
0.73%0%12.3%7/24/2023
Cardinal HealthCardinal Health (CAH)
0.67%0%34.04%2/3/2025
ArcutisArcutis (ARQT)
0.64%3.29%25.2%-
Blue BirdBlue Bird (BLBD)
0.61%0%33.33%5/27/2025
Green BrickGreen Brick (GRBK)
0.58%0%39.43%10/27/2025
ManulifeManulife (MFC)
0.58%2.03%39.94%-
CAAPCAAP (CAAP)
0.57%2%26.02%-
IturanIturan (ITRN)
0.53%0%18.5%9/8/2025
CarnivalCarnival (CCL)
0.51%0%19.11%5/12/2025
CoupangCoupang (CPNG)
0.5%1.74%19.72%-
EZCORPEZCORP (EZPW)
0.48%1.74%24.39%-
Pilgrim's PridePilgrim's Pride (PPC)
0.43%1.81%26.02%-
ChevronChevron (CVX)
0.42%0%5.59%5/15/2023
Livent CorpLivent Corp (LTHM)
0.39%0%5.79%6/1/2023
Heritage InsuranceHeritage Insurance (HRTG)
0.39%2.22%16.87%-
GigaCloudGigaCloud (GCT)
0.37%0%15.24%9/17/2024
RGARGA (RGA)
0.35%0%40.85%9/10/2025
AmphastarAmphastar (AMPH)
0.34%0%16.87%3/19/2025
ASMLASML (ASML)
0.33%2.68%12.7%-
StrideStride (LRN)
0.29%0%12.8%11/4/2025
UnitedHealthUnitedHealth (UNH)
0.27%1.78%12.6%-
Kinross GoldKinross Gold (KGC)
0.19%2.16%9.04%-
CommScopeCommScope (COMM)
0.16%1.97%8.84%-
CoeurCoeur (CDE)
0.16%1.81%7.62%-
DXPDXP (DXPE)
0.15%0%8.33%11/25/2025
TTM TechnologiesTTM Technologies (TTMI)
0.15%2.39%6.1%-
Willdan GroupWilldan Group (WLDN)
0.14%1.42%9.04%-
SSR MiningSSR Mining (SSRM)
0.1%1.75%5.28%-
DuolingoDuolingo (DUOL)
0.04%1.78%2.34%-
Celestica IncCelestica Inc (CLS)
0.04%2.32%1.73%-
IncyteIncyte (INCY)
0.03%1.67%1.73%-
MicronMicron (MU)
0.03%2.68%1.12%-
Par PacificPar Pacific (PARR)
0.03%2.13%1.32%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
TwilioTwilio (TWLO)
3.86%5.61%
AppLovinAppLovin (APP)
0.74%5.32%
Royal CaribbeanRoyal Caribbean (RCL)
3.86%4.95%
Powell IndustriesPowell Industries (POWL)
5.52%4.23%
SkyWestSkyWest (SKYW)
3.87%4.11%
Abercrombie & FitchAbercrombie & Fitch (ANF)
3.3%3.96%
AlphabetAlphabet (GOOG)
3.56%3.82%
Q2Q2 (QTWO)
4.6%3.81%
ModineModine (MOD)
3.31%3.71%
T-MobileT-Mobile (TMUS)
3.4%3.51%
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.72%3.36%
CarnivalCarnival (CCL)
3.22%3.24%
SynchronySynchrony (SYF)
2.76%3.22%
Brinker Intl.Brinker Intl. (EAT)
1.2%3.1%
LendingClubLendingClub (LC)
3.68%2.99%
GMGM (GM)
2.76%2.88%
SterlingSterling (STRL.US)
2.76%2.85%
M/I HomesM/I Homes (MHO)
3.04%2.78%
OktaOkta (OKTA)
2.94%2.63%
AxcelisAxcelis (ACLS)
3.86%2.32%
UberUber (UBER)
2.85%2.24%
Blue BirdBlue Bird (BLBD)
2.85%2.01%
AmphastarAmphastar (AMPH)
2.76%1.9%
Zeta GlobalZeta Global (ZETA)
2.94%1.7%
ManulifeManulife (MFC)
1.84%1.69%
ArganArgan (AGX)
1.84%1.66%
Green BrickGreen Brick (GRBK)
2.76%1.65%
PepsiCoPepsiCo (PEP)
2.03%1.61%
ConocoPhillipsConocoPhillips (COP)
1.56%1.34%
SproutsSprouts (SFM)
0.92%1.32%
Cardinal HealthCardinal Health (CAH)
1.1%1.01%
RGARGA (RGA)
1.01%0.9%
SalesforceSalesforce (CRM)
0.55%0.78%
ComcastComcast (CMCSA)
0.92%0.71%
ExxonMobilExxonMobil (XOM)
0.74%0.63%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments