StockDriftsStockDriftsTop 20 Awh Capital L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 10.98% | 42.1K | $12.1M | +0.00%(+0) | $64.62(+508.63%) | 2026-03-31 | |
| GTX | GARRETT MOTION INC | 10.16% | 615.5K | $11.2M | +0.00%(+0) | $7.95(+289.59%) | 2026-03-31 | |
| FCFS | FIRSTCASH HOLDINGS INC | 8.39% | 49.1K | $9.2M | +0.00%(+0) | $99.66(+127.32%) | 2026-03-31 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 7.09% | 116.4K | $7.8M | +0.00%(+0) | $14.35(+506.35%) | 2026-03-31 | |
| MSGE | MADISON SQUARE GARDEN ENTMT | 6.53% | 122.0K | $7.2M | +0.00%(+0) | $35.47(+92.63%) | 2026-03-31 | |
| REX | REX AMERICAN RES CORP | 6.11% | 147.5K | $6.7M | +0.00%(+0) | $23.38(+114.09%) | 2026-03-31 | |
| VSNT | VERSANT MEDIA GROUP INC | 6.04% | 179.5K | $6.6M | new | $41.01(+4.80%) | 2026-03-31 | |
| AMTM | AMENTUM HOLDINGS INC | 5.57% | 235.3K | $6.1M | +0.00%(+0) | $21.49(+6.92%) | 2026-03-31 | |
| AMRZ | AMRIZE LTD | 5.57% | 109.5K | $6.1M | +0.00%(+0) | $49.34(-0.67%) | 2026-03-31 | |
| TPB | TURNING PT BRANDS INC | 5.47% | 69.5K | $6.0M | +0.00%(+0) | $79.42(+12.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.33% | +74.25% |
| Top 20 Holdings Unweighted | +19.13% | +69.08% |
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