StockDriftsStockDriftsTop 10 Bluegrass Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | 16.37% | 19.6K | $22.7M | +8.89%(+1.60K) | $1002.87(+17.54%) | 2026-03-31 | |
| MCO | MOODYS CORP | 16.35% | 52.0K | $22.7M | +23.81%(+10.00K) | $436.97(-0.98%) | 2026-03-31 | |
| GE | GE AEROSPACE | 16.26% | 79.5K | $22.6M | +3.25%(+2.50K) | $136.55(+113.50%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 16.2% | 45.0K | $22.5M | +9.76%(+4.00K) | $462.81(+5.86%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 15.98% | 106.5K | $22.2M | +6.50%(+6.50K) | $207.85(+28.57%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 11.74% | 44.0K | $16.3M | -8.33%(-4.00K) | $350.28(+16.89%) | 2026-03-31 | |
| MLM | MARTIN MARIETTA MATLS INC | 3.39% | 8.0K | $4.7M | +14.29%(+1.00K) | $541.79(+6.17%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 3.37% | 11.0K | $4.7M | -59.26%(-16.00K) | $481.85(-16.17%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 0.23% | 1.0K | $321K | -66.67%(-2.00K) | $271.77(+13.77%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS INC | 0.12% | 1.0K | $162K | -80.00%(-4.00K) | $159.24(-2.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.76% | +89.57% |
| Top 20 Holdings Unweighted | +21.36% | +78.73% |
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