StockDriftsStockDriftsTop 50 Havemeyer Place LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARM | ARM HOLDINGS PLC | 1.12% | 64.1K | $9.7M | new | $130.29(+141.97%) | 2026-03-31 | |
| CMI | CUMMINS INC | 1.1% | 17.8K | $9.6M | +672.32%(+15.47K) | $516.75(+28.05%) | 2026-03-31 | |
| ADSK | AUTODESK INC | 1.05% | 38.0K | $9.1M | new | $267.71(-22.50%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.96% | 47.9K | $8.4M | +154.30%(+29.09K) | $182.84(+6.55%) | 2026-03-31 | |
| BX | BLACKSTONE INC | 0.95% | 71.6K | $8.2M | +397.55%(+57.22K) | $140.18(-12.41%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 0.84% | 29.7K | $7.3M | +192.83%(+19.54K) | $215.62(+21.99%) | 2026-03-31 | |
| DOW | DOW INC | 0.83% | 172.1K | $7.2M | new | $32.52(-14.78%) | 2026-03-31 | |
| TT | TRANE TECHNOLOGIES PLC | 0.8% | 16.7K | $7.0M | new | $402.97(+18.65%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.77% | 33.0K | $6.7M | new | $208.79(+148.00%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 0.76% | 36.1K | $6.6M | new | $212.39(-3.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.22% | +6.81% |
| Top 20 Holdings Unweighted | +6.67% | +21.38% |
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