StockDriftsStockDriftsTop 26 BloombergSen Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | 13.11% | 247.4K | $117.1M | -3.33%(-8.52K) | $108.62(+277.93%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP | 11.99% | 539.9K | $107.0M | -3.35%(-18.74K) | $79.40(+192.46%) | 2026-03-31 | |
| CPAY | CORPAY INC | 10.64% | 326.4K | $95.0M | -3.33%(-11.24K) | $295.57(+19.25%) | 2026-03-31 | |
| AON | AON PLC | 9.18% | 254.0K | $82.0M | -3.33%(-8.74K) | $100.31(+256.37%) | 2026-03-31 | |
| PNFP | PINNACLE FINL PARTNERS INC | 7.47% | 774.4K | $66.7M | -3.33%(-26.69K) | $63.31(+57.16%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 7.28% | 15.4K | $65.0M | -3.33%(-531) | $61.55(+199.84%) | 2026-03-31 | |
| CIGI | COLLIERS INTL GROUP INC | 6.77% | 565.3K | $60.4M | -3.51%(-20.54K) | $44.63(+120.71%) | 2026-03-31 | |
| HURN | HURON CONSULTING GROUP INC | 6.23% | 436.1K | $55.6M | +27.08%(+92.92K) | $142.74(-31.93%) | 2026-03-31 | |
| WRB | BERKLEY W R CORP | 4.88% | 657.3K | $43.6M | -3.33%(-22.66K) | $26.91(+167.82%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 4.2% | 358.9K | $37.5M | new | $128.87(-17.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.70% | +18.11% |
| Top 20 Holdings Unweighted | +15.42% | +53.76% |
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