StockDriftsStockDriftsTop 39 Deltroit Asset Management (uk) LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TLN | TALEN ENERGY CORP | 17.19% | 310.4K | $99.1M | +12.87%(+35.38K) | $394.06(-15.18%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 15.94% | 128 | $91.9M | +0.00%(+0) | $754500.00(-4.07%) | 2026-03-31 | |
| FOX | FOX CORP | 5.41% | 587.8K | $31.2M | -41.00%(-408.53K) | $61.11(-5.30%) | 2026-03-31 | |
| HEI-A | HEICO CORP NEW | 5.41% | 147.7K | $31.2M | +121.61%(+81.04K) | $241.46(-10.40%) | 2026-03-31 | |
| INTC | INTEL CORP | 4.91% | 641.0K | $28.3M | +37.55%(+175.00K) | $36.67(+196.62%) | 2026-03-31 | |
| NXE | NEXGEN ENERGY LTD | 4.49% | 2.23M | $25.9M | -30.21%(-965.60K) | $9.07(+23.86%) | 2026-03-31 | |
| CCJ | CAMECO CORP | 3.78% | 200.5K | $21.8M | -30.86%(-89.50K) | $87.67(+22.62%) | 2026-03-31 | |
| SMC | SUMMIT MIDSTREAM CORPORATION | 3.71% | 707.1K | $21.4M | +0.00%(+0) | $23.61(+36.09%) | 2026-03-31 | |
| MRX | MAREX GROUP PLC | 3.48% | 449.8K | $20.1M | -5.27%(-25.00K) | $35.99(+56.21%) | 2026-03-31 | |
| FTAI | FTAI AVIATION LTD | 3.19% | 75.0K | $18.4M | +5.41%(+3.85K) | $183.86(+29.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -10.46% | -28.21% |
| Top 20 Holdings Unweighted | +3.81% | +11.87% |
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