StockDriftsStockDriftsTop 38 Darwins River Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 10.01% | 89.8K | $18.7M | +9.67%(+7.91K) | $224.70(+17.55%) | 2026-03-31 | |
| WMT | WALMART INC | 6.53% | 98.1K | $12.2M | new | $117.85(+11.54%) | 2026-03-31 | |
| TSCO | TRACTOR SUPPLY CO | 5.3% | 218.6K | $9.9M | new | $47.65(-35.85%) | 2026-03-31 | |
| DOO | BRP INC | 4.54% | 118.0K | $8.5M | new | $71.28(-22.06%) | 2026-03-31 | |
| ONON | ON HLDG AG | 4.47% | 245.5K | $8.4M | new | $40.25(-7.43%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 4.42% | 2.0K | $8.3M | new | $191.31(-19.44%) | 2026-03-31 | |
| CMG | CHIPOTLE MEXICAN GRILL INC | 4.35% | 253.8K | $8.1M | -12.78%(-37.20K) | $38.09(-14.29%) | 2026-03-31 | |
| PEP | PEPSICO INC | 4.22% | 50.7K | $7.9M | new | $149.40(-0.19%) | 2026-03-31 | |
| CHD | CHURCH & DWIGHT CO INC | 3.96% | 79.2K | $7.4M | -24.63%(-25.89K) | $85.74(+9.69%) | 2026-03-31 | |
| CCL | CARNIVAL CORP | 3.89% | 280.8K | $7.3M | +197.45%(+186.39K) | $28.72(-14.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -31.06% | -67.24% |
| Top 20 Holdings Unweighted | -20.09% | -48.97% |
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