StockDriftsStockDriftsTop 50 Kennondale Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MPC | MARATHON PETE CORP | 3.47% | 19.7K | $4.8M | +0.00%(+0) | $151.21(+76.15%) | 2026-03-31 | |
| DK | DELEK US HLDGS INC NEW | 3.23% | 99.5K | $4.5M | +31.24%(+23.68K) | $25.92(+102.97%) | 2026-03-31 | |
| PRDO | PERDOCEO ED CORP | 3.02% | 112.5K | $4.2M | +0.00%(+0) | $27.60(+24.75%) | 2026-03-31 | |
| HCC | WARRIOR MET COAL INC | 3.01% | 44.9K | $4.2M | -14.93%(-7.88K) | $56.18(+43.87%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.87% | 8.3K | $4.0M | +18.56%(+1.30K) | $462.12(+9.88%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 2.71% | 263.7K | $3.8M | -0.30%(-794) | $19.37(-18.59%) | 2026-03-31 | |
| TDW | TIDEWATER INC NEW | 2.65% | 44.0K | $3.7M | +0.00%(+0) | $51.92(+31.20%) | 2026-03-31 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 2.63% | 54.4K | $3.6M | +0.00%(+0) | $39.50(+131.19%) | 2026-03-31 | |
| REPX | RILEY EXPLORATION PERMIAN IN | 2.47% | 94.0K | $3.4M | +24.28%(+18.37K) | $28.53(+13.95%) | 2026-03-31 | |
| HRB | BLOCK H & R INC | 2.39% | 104.3K | $3.3M | +256.16%(+75.02K) | $43.43(-7.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.68% | +58.85% |
| Top 20 Holdings Unweighted | +18.26% | +65.40% |
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