StockDriftsStockDriftsTop 11 Fifthdelta Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AXTA | AXALTA COATING SYS LTD | 15.32% | 4.01M | $111.0M | +41.64%(+1.18M) | $30.33(-11.61%) | 2026-03-31 | |
| TEL | TE CONNECTIVITY PLC | 14.79% | 512.9K | $107.2M | new | $218.26(-6.03%) | 2026-03-31 | |
| BB | BLACKBERRY LTD | 11.82% | 26.45M | $85.7M | +50.30%(+8.85M) | $4.33(+43.00%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.15% | 217.7K | $73.6M | new | $167.75(+141.04%) | 2026-03-31 | |
| OTIS | OTIS WORLDWIDE CORP | 9.86% | 927.2K | $71.5M | +21.82%(+166.06K) | $91.65(-22.52%) | 2026-03-31 | |
| NXPI | NXP SEMICONDUCTORS N V | 7.99% | 294.3K | $57.9M | +19.41%(+47.84K) | $219.89(+32.57%) | 2026-03-31 | |
| VC | VISTEON CORP | 7.72% | 614.3K | $56.0M | new | $94.55(+16.86%) | 2026-03-31 | |
| ALSN | ALLISON TRANSMISSION HLDGS I | 7.48% | 462.9K | $54.2M | -21.89%(-129.73K) | $91.39(+28.01%) | 2026-03-31 | |
| HOG | HARLEY DAVIDSON INC | 5.94% | 2.13M | $43.1M | +376.36%(+1.68M) | $21.16(+19.04%) | 2026-03-31 | |
| ALLE | ALLEGION PLC | 5.05% | 251.7K | $36.6M | new | $152.25(-17.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.18% | +9.83% |
| Top 20 Holdings Unweighted | +4.92% | +15.50% |
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