Ravenel Boykin Curry IV - Eagle Capital Management Investment Strategy (Jun 30, 2025)


As of Jun 30, 2025, the Eagle Capital Management portfolio managed by Ravenel Boykin Curry IV demonstrates a sophisticated investment approach with 65 positions and an average holding period of 2439 quarters. The strategy focuses on Basic Materials, Communication Services, Consumer Cyclical, Consumer Defensive, Energy, Financial Services, Healthcare, Industrials, Technology, Utilities sectors with a typical position size of 3.8% of the portfolio.


The portfolio's risk management approach includes a maximum position size of 3.78% and sector diversification of 10%, exemplified by the case study of Amazon.com Inc (AMZN). This strategic framework provides insights into Ravenel Boykin Curry IV's investment philosophy, risk management practices, and long-term value creation approach.

Investment Strategy Metrics

Key metrics revealing investment style, risk management, and performance characteristics

MetricValueCategoryDescription
Holding Period6.7 yearsStyleAverage duration positions are maintained
Position Count65StyleNumber of active positions in portfolio
Position Size3.8%RiskTypical allocation per position
Win Rate56.2%PerformancePercentage of profitable positions
Average Return1812.6%PerformanceMean return across positions
Sharpe Ratio0.15PerformanceReturn per unit of risk taken

Investment Case Study: Amazon.com Inc (AMZN)

12/31/2014 - 11/7/2025

Performance Metrics

Total Return: 84,827.81%

Holding Period: 3964 days

Max Position Size: $1,264,723,824.00

Position Weight: 5.64%

Key Events

12/31/2014: ENTRY(1,721,938.00 shares) @ $0.31
3/31/2015: INCREASE(506,518.00 shares) @ $0.37
6/30/2015: DECREASE(-128,995.00 shares) @ $0.43
9/30/2015: DECREASE(-36,966.00 shares) @ $0.51
12/31/2015: DECREASE(-280,382.00 shares) @ $0.68
3/31/2016: INCREASE(27,339.00 shares) @ $0.59
6/30/2016: DECREASE(-41,821.00 shares) @ $0.72
9/30/2016: DECREASE(-122,614.00 shares) @ $0.84
12/31/2016: DECREASE(-95,712.00 shares) @ $0.75
3/31/2017: DECREASE(-53,854.00 shares) @ $0.89
6/30/2017: DECREASE(-75,847.00 shares) @ $0.97
9/30/2017: DECREASE(-84,153.00 shares) @ $0.96
12/31/2017: DECREASE(-46,338.00 shares) @ $1.17
3/31/2018: DECREASE(-317,908.00 shares) @ $1.45
6/30/2018: DECREASE(-17,135.00 shares) @ $1.70
9/30/2018: DECREASE(-33,995.00 shares) @ $2.00
12/31/2018: INCREASE(4,194.00 shares) @ $1.50
3/31/2019: DECREASE(-16,102.00 shares) @ $1.78
6/30/2019: DECREASE(-1,062.00 shares) @ $1.89
9/30/2019: INCREASE(6,951.00 shares) @ $1.74
12/31/2019: DECREASE(-19,377.00 shares) @ $1.85
3/31/2020: DECREASE(-8,064.00 shares) @ $1.95
6/30/2020: DECREASE(-21,128.00 shares) @ $2.76
9/30/2020: DECREASE(-259,474.00 shares) @ $3.15
12/31/2020: DECREASE(-33,735.00 shares) @ $3.26
3/31/2021: DECREASE(-58,114.00 shares) @ $3.09
6/30/2021: INCREASE(153,847.00 shares) @ $3.44
9/30/2021: INCREASE(33,841.00 shares) @ $3.29
12/31/2021: DECREASE(-24,024.00 shares) @ $3.33
3/31/2022: DECREASE(-22,272.00 shares) @ $3.26
6/30/2022: INCREASE(12,313,630.00 shares) @ $0.11
9/30/2022: INCREASE(233,675.00 shares) @ $0.11
12/31/2022: INCREASE(1,853,375.00 shares) @ $84.00

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

Sector Allocations