StockDriftsStockDriftsTop 45 Kettle Hill Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CHDN | CHURCHILL DOWNS INC | 6.68% | 296.6K | $26.6M | new | $101.81(-14.81%) | 2026-03-31 | |
| MTN | VAIL RESORTS INC | 6.64% | 206.7K | $26.5M | new | $130.56(-6.89%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 5.61% | 1.57M | $22.4M | +110.99%(+827.05K) | $15.29(-12.68%) | 2026-03-31 | |
| BEN | FRANKLIN RESOURCES INC | 5.52% | 933.2K | $22.0M | +139.07%(+542.86K) | $22.68(+40.33%) | 2026-03-31 | |
| NXPI | NXP SEMICONDUCTORS N V | 5.03% | 101.9K | $20.1M | new | $211.58(+37.77%) | 2026-03-31 | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 4.57% | 251.2K | $18.2M | +79.68%(+111.40K) | $70.97(+3.00%) | 2026-03-31 | |
| HR | HEALTHCARE RLTY TR | 4.46% | 1.05M | $17.8M | -23.72%(-326.04K) | $17.03(+19.14%) | 2026-03-31 | |
| PENN | PENN ENTERTAINMENT INC | 4.27% | 1.13M | $17.0M | -36.08%(-639.77K) | $18.97(-14.61%) | 2026-03-31 | |
| CCI | CROWN CASTLE INC | 3.05% | 149.6K | $12.2M | new | $85.09(+1.85%) | 2026-03-31 | |
| GFS | GLOBALFOUNDRIES INC | 2.81% | 252.5K | $11.2M | new | $39.70(+78.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.46% | +34.77% |
| Top 20 Holdings Unweighted | +12.30% | +41.61% |
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