StockDriftsStockDriftsTop 20 140 Summer Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | 9.35% | 329.2K | $105.9M | -12.03%(-45.03K) | $191.62(+126.89%) | 2026-03-31 | |
| PCG | PG&E CORP | 7.65% | 4.93M | $86.7M | new | $16.82(-0.06%) | 2026-03-31 | |
| VIK | VIKING HOLDINGS LTD | 7.46% | 1.15M | $84.5M | +21.96%(+207.01K) | $43.81(+97.95%) | 2026-03-31 | |
| GLPI | GAMING & LEISURE PPTYS INC | 7.3% | 1.86M | $82.7M | +2.49%(+45.36K) | $45.62(+2.73%) | 2026-03-31 | |
| TMUS | T-MOBILE US INC | 7.17% | 386.7K | $81.2M | +1.60%(+6.10K) | $191.82(-1.89%) | 2026-03-31 | |
| KGS | KODIAK GAS SVCS INC | 6.67% | 1.30M | $75.6M | new | $47.86(+55.10%) | 2026-03-31 | |
| VST | VISTRA CORP | 6.41% | 482.7K | $72.6M | +39.68%(+137.12K) | $141.19(+0.50%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 6.32% | 392.3K | $71.6M | -35.84%(-219.13K) | $186.44(-0.35%) | 2026-03-31 | |
| AER | AERCAP HOLDINGS NV | 6.16% | 508.6K | $69.8M | -10.50%(-59.66K) | $70.15(+102.52%) | 2026-03-31 | |
| SATS | ECHOSTAR CORP | 5.48% | 530.4K | $62.1M | -42.16%(-386.56K) | $55.35(+144.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.63% | +84.43% |
| Top 20 Holdings Unweighted | +27.58% | +107.65% |
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