StockDriftsStockDriftsTop 31 Kehrs Ridge Capital\1\2\3 Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 8.5% | 170.0K | $22K | new | — | 2022-09-30 | |
| MNST | MONSTER BEVERAGE CORP NEW | 7.71% | 230.0K | $20K | new | — | 2022-09-30 | |
| MO | ALTRIA GROUP INC | 6.46% | 415.0K | $17K | new | — | 2022-09-30 | |
| KHC | KRAFT HEINZ CO | 5.78% | 450.0K | $15K | new | — | 2022-09-30 | |
| POST | POST HLDGS INC | 5.41% | 171.5K | $14K | new | — | 2022-09-30 | |
| BG | BUNGE LIMITED | 5.41% | 170.0K | $14K | new | — | 2022-09-30 | |
| SJM | SMUCKER J M CO | 5.29% | 100.0K | $14K | new | — | 2022-09-30 | |
| PG | PROCTER AND GAMBLE CO | 5.11% | 105.0K | $13K | new | — | 2022-09-30 | |
| TJX | TJX COS INC NEW | 4.79% | 200.0K | $12K | new | — | 2022-09-30 | |
| ASO | ACADEMY SPORTS & OUTDOORS IN | 4.06% | 250.0K | $11K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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