StockDriftsStockDriftsTop 22 Glendon Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EXE | EXPAND ENERGY CORPORATION | 27.52% | 2.02M | $221.6M | +0.57%(+11.38K) | $25.58(+254.61%) | 2026-03-31 | |
| VST | VISTRA CORP | 11.75% | 629.4K | $94.6M | +6.48%(+38.30K) | $50.64(+198.28%) | 2026-03-31 | |
| NRG | NRG ENERGY INC | 10.4% | 573.0K | $83.7M | -9.10%(-57.37K) | $53.05(+157.66%) | 2026-03-31 | |
| TLN | TALEN ENERGY CORP | 10.19% | 257.0K | $82.0M | -2.99%(-7.92K) | $144.63(+152.14%) | 2026-03-31 | |
| ALLY | ALLY FINL INC | 10.15% | 2.08M | $81.7M | +0.00%(+0) | $27.46(+65.01%) | 2026-03-31 | |
| ACT | ENACT HLDGS INC | 6.58% | 1.30M | $53.0M | +0.00%(+0) | $21.88(+107.23%) | 2026-03-31 | |
| GASS | STEALTHGAS INC | 5.4% | 4.74M | $43.5M | +0.00%(+0) | $4.99(+64.40%) | 2026-03-31 | |
| WSBC | WESBANCO INC | 3.89% | 909.1K | $31.4M | +0.00%(+0) | $29.21(+35.69%) | 2026-03-31 | |
| CHRD | CHORD ENERGY CORPORATION | 3.32% | 187.8K | $26.7M | -36.87%(-109.71K) | $96.78(+17.09%) | 2026-03-31 | |
| AFRM | AFFIRM HLDGS INC | 2.93% | 514.1K | $23.6M | +23.26%(+97.00K) | $20.58(+311.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +39.85% | +173.54% |
| Top 20 Holdings Unweighted | +11.94% | +40.25% |
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