StockDriftsStockDriftsTop 50 Interval Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CNM | CORE & MAIN INC | 2.63% | 1.55M | $76.6M | +26.22%(+322.17K) | $50.22(-6.87%) | 2026-03-31 | |
| SYY | SYSCO CORP | 2.59% | 1.06M | $75.3M | -50.88%(-1.09M) | $75.84(-4.31%) | 2026-03-31 | |
| NVT | NVENT ELEC PLC | 2.48% | 609.5K | $72.1M | +124.11%(+337.56K) | $89.15(+89.57%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 2.42% | 213.6K | $70.3M | +12722.39%(+211.96K) | $336.81(-11.67%) | 2026-03-31 | |
| MMM | 3M CO | 2.29% | 458.1K | $66.5M | new | $150.28(-2.70%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.17% | 302.7K | $63.0M | -34.69%(-160.74K) | $219.18(+20.51%) | 2026-03-31 | |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 1.98% | 432.2K | $57.5M | -0.55%(-2.41K) | $126.27(-6.94%) | 2026-03-31 | |
| DAL | DELTA AIR LINES INC | 1.96% | 856.0K | $56.9M | +340.71%(+661.76K) | $63.51(+10.58%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 1.92% | 156.3K | $55.9M | new | $255.11(+56.58%) | 2026-03-31 | |
| MLM | MARTIN MARIETTA MATLS INC | 1.91% | 94.2K | $55.4M | -54.54%(-113.00K) | $626.47(-10.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.21% | +52.90% |
| Top 20 Holdings Unweighted | +12.17% | +41.13% |
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