StockDriftsStockDriftsTop 20 Chescapmanager LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | 16.89% | 422.0K | $105.7M | +0.00%(+0) | $19.99(+1782.50%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 8.75% | 190.5K | $54.8M | +0.00%(+0) | $85.18(+370.83%) | 2026-03-31 | |
| USFD | US FOODS HLDG CORP | 7.78% | 528.5K | $48.7M | -5.37%(-30.00K) | $27.94(+200.48%) | 2026-03-31 | |
| CCJ | CAMECO CORP | 7.7% | 443.7K | $48.2M | +0.00%(+0) | $45.23(+148.73%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.56% | 110.9K | $41.0M | +0.00%(+0) | $278.94(+46.78%) | 2026-03-31 | |
| FTI | TECHNIPFMC PLC | 6.51% | 589.5K | $40.7M | +0.00%(+0) | $13.93(+423.96%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.2% | 222.6K | $38.8M | -15.23%(-40.00K) | $90.30(+161.06%) | 2026-03-31 | |
| C | CITIGROUP INC | 5.63% | 311.1K | $35.3M | +0.00%(+0) | $71.95(+73.48%) | 2026-03-31 | |
| MIR | MIRION TECHNOLOGIES INC | 4.93% | 1.66M | $30.8M | +0.00%(+0) | $13.79(+37.23%) | 2026-03-31 | |
| KBR | KBR INC | 4.73% | 804.1K | $29.6M | +1.26%(+10.00K) | $55.81(-44.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.14% | +82.21% |
| Top 20 Holdings Unweighted | +25.08% | +95.67% |
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