StockDriftsStockDriftsTop 50 Alpine Associates Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | 7.86% | 464.5K | $133.3M | -0.79%(-3.70K) | $278.19(+11.64%) | 2026-03-31 | |
| AL | AIR LEASE CORP | 5.29% | 1.38M | $89.8M | +23.57%(+263.65K) | $63.96(+1.62%) | 2026-03-31 | |
| GTLS | CHART INDS INC | 5.23% | 428.8K | $88.6M | -0.51%(-2.18K) | $178.57(+15.90%) | 2026-03-31 | |
| EA | ELECTRONIC ARTS INC | 3.86% | 320.8K | $65.4M | +18.19%(+49.36K) | $195.81(+2.23%) | 2026-03-31 | |
| QRVO | QORVO INC | 3.66% | 801.6K | $62.0M | +93.12%(+386.50K) | $84.50(+8.30%) | 2026-03-31 | |
| UNF | UNIFIRST CORP MASS | 3.22% | 217.1K | $54.6M | new | $222.24(+15.37%) | 2026-03-31 | |
| KVUE | KENVUE INC | 3.02% | 2.97M | $51.2M | +37.52%(+809.89K) | $16.88(+1.85%) | 2026-03-31 | |
| VAL | VALARIS LTD | 2.73% | 472.5K | $46.3M | new | $74.22(+33.32%) | 2026-03-31 | |
| SLAB | SILICON LABORATORIES INC | 2.73% | 222.4K | $46.3M | new | $169.42(+28.05%) | 2026-03-31 | |
| ACLX | ARCELLX INC | 2.56% | 378.0K | $43.4M | new | $90.01(+27.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.45% | +34.76% |
| Top 20 Holdings Unweighted | +8.09% | +26.28% |
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