StockDriftsStockDriftsTop 47 Connacht Asset Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CWST | CASELLA WASTE SYS INC | 5.37% | 11.9K | $906K | -30.11%(-5.12K) | — | 2023-09-30 | |
| AXON | AXON ENTERPRISE INC | 4.51% | 3.8K | $761K | -24.83%(-1.26K) | — | 2023-09-30 | |
| ENOV | ENOVIS CORPORATION | 4.07% | 13.0K | $687K | +90.97%(+6.21K) | — | 2023-09-30 | |
| NOG | NORTHERN OIL & GAS INC | 3.65% | 15.3K | $615K | +9.18%(+1.29K) | — | 2023-09-30 | |
| WCC | WESCO INTL INC | 3.3% | 3.9K | $558K | +6.66%(+242) | — | 2023-09-30 | |
| ATSG | AIR TRANSPORT SERVICES GRP I | 3.27% | 26.5K | $552K | +10.10%(+2.43K) | — | 2023-09-30 | |
| CHEF | CHEFS WHSE INC | 3.07% | 24.5K | $518K | +34.43%(+6.26K) | — | 2023-09-30 | |
| MP | MP MATERIALS CORP | 2.62% | 23.2K | $442K | +7.64%(+1.64K) | — | 2023-09-30 | |
| DBRG | DIGITALBRIDGE GROUP INC | 2.57% | 24.7K | $434K | -71.28%(-61.24K) | — | 2023-09-30 | |
| OLED | UNIVERSAL DISPLAY CORP | 2.54% | 2.7K | $428K | -39.42%(-1.77K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Connacht Asset Management Lp reports $16.87M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are CWST (5.4%), AXON (4.5%) and ENOV (4.1%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Connacht Asset Management Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802462). View Connacht Asset Management Lp’s 13F filings on SEC