StockDriftsStockDriftsTop 50 Cortland Associates Inc/Mo Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WTW | WILLIS TOWERS WATSON | 7.52% | 180.3K | $52.4M | -3.50%(-6.54K) | $204.82(+39.74%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 7.17% | 11.9K | $49.9M | +17.56%(+1.77K) | $97.91(+88.50%) | 2026-03-31 | |
| V | VISA INC | 7.12% | 164.1K | $49.6M | -1.97%(-3.30K) | $16655.68(-97.83%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 6.74% | 225.3K | $46.9M | -2.72%(-6.31K) | $106.38(+128.12%) | 2026-03-31 | |
| GOOG | ALPHABET INC CLASS C | 6.19% | 150.4K | $43.1M | -3.46%(-5.38K) | $32.88(+983.36%) | 2026-03-31 | |
| KD | KYNDRYL HLDGS INC COMMON STOCK | 6.19% | 3.29M | $43.1M | +57.91%(+1.21M) | $23.98(-48.91%) | 2026-03-31 | |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED | 5.59% | 673.3K | $38.9M | -2.84%(-19.68K) | $48.25(+35.74%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 4.69% | 197.8K | $32.7M | -2.01%(-4.06K) | $146.31(+24.58%) | 2026-03-31 | |
| FCNCA | FIRST CTZNS BANCSHARES CL A | 4.69% | 17.3K | $32.6M | -36.87%(-10.12K) | $758.23(+174.72%) | 2026-03-31 | |
| CI | CIGNA GROUP | 4.61% | 120.5K | $32.1M | -3.17%(-3.94K) | $216.33(+33.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.08% | +29.80% |
| Top 20 Holdings Unweighted | +9.81% | +32.41% |
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