StockDriftsStockDriftsTop 50 Engineers Gate Manager Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE US INC | 1.33% | 506.5K | $106.4M | +780.61%(+448.95K) | $209.30(-11.50%) | 2026-03-31 | |
| GM | GENERAL MTRS CO | 1.01% | 1.09M | $81.1M | +63.01%(+420.52K) | $59.61(+25.59%) | 2026-03-31 | |
| BKH | BLACK HILLS CORP | 0.92% | 1.06M | $73.8M | +25.18%(+213.78K) | $66.26(+9.92%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.91% | 196.2K | $72.6M | +2131.87%(+187.37K) | $427.13(-1.22%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 0.91% | 145.0K | $72.5M | +381.47%(+114.90K) | $528.85(-6.55%) | 2026-03-31 | |
| PH | PARKER-HANNIFIN CORP | 0.87% | 77.6K | $69.4M | +75.57%(+33.38K) | $845.02(+2.09%) | 2026-03-31 | |
| PECO | PHILLIPS EDISON & CO INC | 0.82% | 1.75M | $65.7M | -19.58%(-427.27K) | $34.98(+12.32%) | 2026-03-31 | |
| SBAC | SBA COMMUNICATIONS CORP | 0.81% | 376.3K | $64.8M | +24.25%(+73.46K) | $212.23(-5.94%) | 2026-03-31 | |
| ARMK | ARAMARK | 0.77% | 1.53M | $61.8M | +1201.44%(+1.41M) | $38.39(+38.26%) | 2026-03-31 | |
| ITT | ITT INC | 0.77% | 323.4K | $61.6M | -25.99%(-113.53K) | $174.73(+11.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.80% | +55.29% |
| Top 20 Holdings Unweighted | +15.13% | +52.62% |
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