StockDriftsStockDriftsTop 50 Flax Pond Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 10.86% | 31.4K | $13.5M | -5.00%(-1.65K) | $375.89(+0.60%) | 2026-03-31 | |
| MUR | MURPHY OIL CORP | 6.21% | 187.3K | $7.7M | -16.01%(-35.70K) | $29.83(+6.87%) | 2026-03-31 | |
| XIFR | XPLR INFRASTRUCTURE LP | 4.98% | 583.1K | $6.2M | +0.00%(+0) | $10.09(+22.46%) | 2026-03-31 | |
| EIC | EAGLE POINT INCOME COMPANY I | 4.58% | 603.0K | $5.7M | +33.35%(+150.81K) | $11.93(-14.43%) | 2026-03-31 | |
| DRVN | DRIVEN BRANDS HLDGS INC | 4.36% | 430.0K | $5.4M | +125.61%(+239.42K) | $14.49(-0.14%) | 2026-03-31 | |
| EWZ | ISHARES INC | 4.19% | 135.8K | $5.2M | +0.89%(+1.20K) | $31.42(+9.59%) | 2026-03-31 | |
| BCE | BCE INC | 3.99% | 196.6K | $5.0M | -2.29%(-4.60K) | $23.60(-9.26%) | 2026-03-31 | |
| RGLD | ROYAL GOLD INC | 3.76% | 18.3K | $4.7M | +6.38%(+1.10K) | $213.05(-4.19%) | 2026-03-31 | |
| NEM | NEWMONT CORP | 3.63% | 41.6K | $4.5M | +13.65%(+5.00K) | $93.52(+3.77%) | 2026-03-31 | |
| B | BARRICK MNG CORP | 3.54% | 107.9K | $4.4M | +34.35%(+27.60K) | $39.19(-2.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.23% | +26.77% |
| Top 20 Holdings Unweighted | +0.60% | +1.80% |
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