StockDriftsStockDriftsTop 13 Hiddenite Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NRG | NRG ENERGY INC | 12.87% | 151.0K | $22.1M | +67.78%(+61.00K) | $119.06(+14.82%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 9.29% | 40.0K | $15.9M | new | $86.96(+506.12%) | 2026-03-31 | |
| BKD | BROOKDALE SR LIVING INC | 8.94% | 1.12M | $15.3M | new | $12.24(+29.71%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.71% | 44.2K | $14.9M | +0.00%(+0) | $181.75(+138.88%) | 2026-03-31 | |
| LGN | LEGENCE CORP | 8.07% | 245.0K | $13.8M | +60.52%(+92.37K) | $41.76(+81.58%) | 2026-03-31 | |
| AR | ANTERO RESOURCES CORP | 8.05% | 325.0K | $13.8M | new | $36.65(-3.46%) | 2026-03-31 | |
| EXE | EXPAND ENERGY CORPORATION | 7.69% | 120.0K | $13.2M | new | $100.78(-9.98%) | 2026-03-31 | |
| EQT | EQT CORP | 7.43% | 200.0K | $12.7M | new | $51.80(+1.56%) | 2026-03-31 | |
| VST | VISTRA CORP | 7.02% | 80.0K | $12.0M | new | $166.54(-9.30%) | 2026-03-31 | |
| SNEX | STONEX GROUP INC | 6.28% | 133.4K | $10.8M | +50.00%(+44.46K) | $55.15(+118.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +60.79% | +315.68% |
| Top 20 Holdings Unweighted | +48.54% | +227.71% |
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