StockDriftsStockDriftsTop 17 59 North Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | 12.78% | 3.12M | $428.5M | -5.65%(-187.21K) | $80.22(+84.29%) | 2026-03-31 | |
| KMI | KINDER MORGAN INC DEL | 10.56% | 10.56M | $354.2M | -7.12%(-810.14K) | $28.33(+13.17%) | 2026-03-31 | |
| DTM | DT MIDSTREAM INC | 10.53% | 2.62M | $353.1M | -14.04%(-428.41K) | $106.02(+36.39%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 9.93% | 1.43M | $332.9M | +13.72%(+172.20K) | $194.48(+18.39%) | 2026-03-31 | |
| NWSA | NEWS CORP NEW | 9.26% | 12.45M | $310.4M | -3.96%(-513.52K) | $25.61(+4.04%) | 2026-03-31 | |
| CCL | CARNIVAL CORP | 7.18% | 9.31M | $240.8M | +22.71%(+1.72M) | $24.34(+14.67%) | 2026-03-31 | |
| LPX | LOUISIANA PAC CORP | 7.08% | 3.26M | $237.4M | -7.72%(-273.07K) | $88.46(-10.34%) | 2026-03-31 | |
| CEG | CONSTELLATION ENERGY CORP | 6.77% | 813.1K | $227.1M | +39.35%(+229.62K) | $220.05(+8.73%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 6.31% | 1.02M | $211.6M | new | $179.65(-5.82%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 6.18% | 2.15M | $207.3M | new | $105.07(-5.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.68% | +67.15% |
| Top 20 Holdings Unweighted | +18.59% | +66.76% |
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