StockDriftsStockDriftsTop 48 Camden Asset Management L P /Ca Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTR | VENTAS REALTY LP CV 3.75PERCENT 060126 REG | 4.47% | 88.45M | $131.5M | +3.88%(+3.30M) | $50.52(+78.06%) | 2026-03-31 | |
| OKTA | OKTA INC CV 0.375PERCENT 061526 REG | 4.02% | 119.52M | $118.3M | +17.71%(+17.98M) | $122.21(-33.68%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES I CV 0.875PERCENT 120128 REG | 3.97% | 97.11M | $116.8M | +44.70%(+30.00M) | $69.04(+8.19%) | 2026-03-31 | |
| PPLCU | PPL CORPORATION CV 7PERCENT 021529 PFD REG | 3.09% | 1.78M | $90.8M | new | $51.03(-2.78%) | 2026-03-31 | |
| AWK | AMERICAN WATER CAPI CV 3.625PERCENT 061526 REG | 3.02% | 88.97M | $88.8M | +9.62%(+7.81M) | $136.88(-7.97%) | 2026-03-31 | |
| ON | ON SEMICONDUCTOR CORP CV 0.5PERCENT 030129 REG | 3% | 90.37M | $88.3M | +10.38%(+8.50M) | $61.96(+91.05%) | 2026-03-31 | |
| BACPRL | BANK OF AMERICA CORP 7.25PERCENT CV PFD L | 2.91% | 71.9K | $85.6M | -47.82%(-65.87K) | $1240.46(-2.54%) | 2026-03-31 | |
| EVRG | EVERGY INC CV 4.5PERCENT 121527 REG | 2.64% | 57.61M | $77.7M | -49.77%(-57.08M) | $64.09(+29.07%) | 2026-03-31 | |
| UPWK | UPWORK INC CV 0.25PERCENT 081526 REG | 2.63% | 79.02M | $77.2M | +6.75%(+5.00M) | $16.40(-50.73%) | 2026-03-31 | |
| DXCM | DEXCOM INC CV 0.375PERCENT 051528 REG | 2.35% | 75.05M | $69.1M | +2.04%(+1.50M) | $118.74(-51.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.28% | +78.39% |
| Top 20 Holdings Unweighted | +21.78% | +80.62% |
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