StockDriftsStockDriftsTop 27 Elwood Capital Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 17.11% | 85.1K | $17.7M | +18.44%(+13.25K) | $209.84(+25.88%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 11.42% | 35.0K | $11.8M | +0.00%(+0) | $193.58(+108.88%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 8.13% | 22.7K | $8.4M | -9.90%(-2.50K) | $419.64(+0.54%) | 2026-03-31 | |
| RTO | RENTOKIL INITIAL PLC | 6.84% | 225.2K | $7.1M | -18.21%(-50.14K) | $24.95(+26.38%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 6.43% | 90.1K | $6.7M | +27.99%(+19.70K) | $61.77(+1.47%) | 2026-03-31 | |
| TXN | TEXAS INSTRS INC | 5.63% | 30.1K | $5.8M | -11.74%(-4.00K) | $183.92(+64.60%) | 2026-03-31 | |
| LPX | LOUISIANA PAC CORP | 5.27% | 75.0K | $5.5M | +0.00%(+0) | $86.19(-18.95%) | 2026-03-31 | |
| PLNT | PLANET FITNESS MASTER ISSUER | 3.59% | 50.0K | $3.7M | -28.57%(-20.00K) | $92.63(-43.17%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.47% | 12.5K | $3.6M | +25.00%(+2.50K) | $282.50(+40.46%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.45% | 6.3K | $3.6M | new | $616.11(-0.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.98% | -14.21% |
| Top 20 Holdings Unweighted | -9.64% | -26.23% |
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