StockDriftsStockDriftsTop 50 Castleknight Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLS | CELESTICA INC | 2.44% | 185.4K | $52.2M | +126.20%(+103.45K) | $224.12(+59.98%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.37% | 290.7K | $50.7M | +44.55%(+89.60K) | $124.36(+81.18%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 2.32% | 499.7K | $49.5M | -7.94%(-43.10K) | $79.12(+123.58%) | 2026-03-31 | |
| PBF | PBF ENERGY INC | 2.31% | 1.04M | $49.4M | new | $37.36(+13.23%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.29% | 144.7K | $48.9M | -37.79%(-87.90K) | $110.00(+685.49%) | 2026-03-31 | |
| CYH | COMMUNITY HEALTH SYS INC NEW | 1.74% | 12.67M | $37.2M | +29.94%(+2.92M) | $3.91(-27.81%) | 2026-03-31 | |
| SIMO | SILICON MOTION TECHNOLOGY CO | 1.7% | 323.5K | $36.3M | +293.35%(+241.24K) | $99.76(+160.62%) | 2026-03-31 | |
| SANM | SANMINA CORP | 1.57% | 259.1K | $33.6M | +323.37%(+197.90K) | $138.14(+70.36%) | 2026-03-31 | |
| CVI | CVR ENERGY INC | 1.49% | 948.4K | $31.9M | new | $29.55(+14.71%) | 2026-03-31 | |
| TEN | TSAKOS ENERGY NAVIGATION LTD | 1.48% | 799.4K | $31.5M | -35.04%(-431.26K) | $19.63(+116.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +49.85% | +236.48% |
| Top 20 Holdings Unweighted | +48.24% | +225.77% |
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