StockDriftsStockDriftsTop 50 Brant Point Investment Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP NEW | 4.3% | 124.0K | $15.7M | -10.82%(-15.04K) | $15.54(+731.11%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 3.49% | 137.8K | $12.7M | -3.51%(-5.00K) | $24.69(+263.24%) | 2026-03-31 | |
| FLEX | FLEX LTD | 3.27% | 182.0K | $11.9M | -14.91%(-31.89K) | $15.28(+839.71%) | 2026-03-31 | |
| USFD | US FOODS HLDG CORP | 3.17% | 125.3K | $11.6M | -9.70%(-13.46K) | $37.11(+126.25%) | 2026-03-31 | |
| THC | TENET HEALTHCARE CORP | 2.61% | 50.3K | $9.5M | -2.19%(-1.13K) | $67.31(+194.99%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.47% | 43.2K | $9.0M | -14.64%(-7.42K) | $134.44(+98.77%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.44% | 15.5K | $8.9M | -0.84%(-131) | $388.93(+59.01%) | 2026-03-31 | |
| MOD | MODINE MFG CO | 2.31% | 38.9K | $8.4M | -9.62%(-4.14K) | $35.16(+731.00%) | 2026-03-31 | |
| PFGC | PERFORMANCE FOOD GROUP CO | 2.29% | 97.5K | $8.4M | -11.91%(-13.20K) | $49.38(+96.00%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 2.23% | 32.4K | $8.1M | +8.01%(+2.40K) | $38.13(+886.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.62% | +35.36% |
| Top 20 Holdings Unweighted | +10.97% | +36.67% |
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