StockDriftsStockDriftsTop 41 Cartenna Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | 5.57% | 142.5K | $127.6M | +103.57%(+72.50K) | $665.90(+29.56%) | 2026-03-31 | |
| AME | AMETEK INC | 5% | 535.0K | $114.7M | +52.86%(+185.00K) | $201.21(+13.26%) | 2026-03-31 | |
| TT | TRANE TECHNOLOGIES PLC | 4.91% | 270.0K | $112.5M | new | $402.97(+15.79%) | 2026-03-31 | |
| GE | GE AEROSPACE | 4.52% | 365.0K | $103.6M | new | $295.90(-4.86%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 4.18% | 72.5K | $95.8M | new | $1195.34(+25.64%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 4.02% | 290.0K | $92.3M | new | $294.67(+41.68%) | 2026-03-31 | |
| ULTA | ULTA BEAUTY INC | 3.71% | 162.5K | $84.9M | new | $563.86(-12.34%) | 2026-03-31 | |
| GVA | GRANITE CONSTR INC | 3.56% | 680.0K | $81.5M | -4.90%(-35.00K) | $91.14(+52.02%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 3.4% | 365.0K | $78.0M | new | $192.42(+47.97%) | 2026-03-31 | |
| CL | COLGATE PALMOLIVE CO | 3.16% | 850.0K | $72.4M | new | $82.13(+7.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.93% | +72.49% |
| Top 20 Holdings Unweighted | +19.35% | +70.00% |
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