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Hedge Fund Profile

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Donald R. Jowdy

Donald R. Jowdy

Suncoast Equity Management
Hedge Fund Manager
Ranked #32 out of 462 Hedge Fund Managers

Portfolio Gain

+166.23%
Since Jun 2013

Sharpe Ratio

2.85
Average Hedge Fund Sharpe: 1.48991

Portfolio Value

$566.02M
Donald R. Jowdy manages more assets than 52% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-5.42%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
51.59% Technology
17.73% Consumer Goods
13.61% Healthcare
10.19% Services
3.61% Industrial Goods
2.56% Financial
0.28% Basic Materials
0.10% General
A breakdown of Suncoast Equity Management's portfolio by sector

Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
United Parcel
New
Industrial Goods
$190.28
($165.34-$215.21)
-10.84%
+100.00%
$493.40K
0.09%
Deckers Outdoor
Added
Consumer Goods
$256.17
($212.93-$299.40)
+22.42%
+2.75%
$476.23K
0.08%
Advance Auto Parts
Added
Consumer Goods
$197.72
($164.00-$231.43)
-8.87%
+0.30%
$14.56M
2.55%
Edwards Lifesciences
Added
Healthcare
$108.34
($85.58-$131.10)
-13.10%
+4.18%
$745.98K
0.13%
Johnson & Johnson
Added
Healthcare
$176.97
($167.26-$186.69)
-7.35%
+10.94%
$381.65K
0.07%
Alphabet Class A
Added
Technology
$122.80
($101.88-$143.71)
-12.22%
+1.21%
$10.78M
1.90%
Epam Systems
Added
Technology
$312.67
($260.68-$364.65)
+22.87%
+1.66%
$630.53K
0.11%
AmerisourceBergen
Added
Healthcare
$153.01
($138.83-$167.19)
-4.05%
+14.04%
$2.16M
0.38%
Fair Isaac
Added
Technology
$404.57
($340.48-$468.67)
+2.77%
+2.37%
$432.97K
0.08%
Apple
Added
Technology
$153.76
($129.04-$178.49)
+1.22%
<+0.01%
$41.66M
7.35%
See a list of Suncoast Equity Management's holdings, as reported to the SEC on Jun 30, 2022. Click on any holding to see more details

Measured Performance

Compare Suncoast Equity Management's performance with other Hedge Funds and the S&P 500
TipRanks & Hedge Funds: TipRanks measures the performance of Donald R. Jowdy and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.