StockDriftsStockDriftsTop 44 Kintayl Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WTRG | ESSENTIAL UTILS INC | 8.9% | 359.0K | $14.5M | -4.54%(-17.06K) | $39.13(-5.42%) | 2026-03-31 | |
| QRVO | QORVO INC | 7.85% | 164.8K | $12.8M | +32.64%(+40.57K) | $86.11(+7.13%) | 2026-03-31 | |
| NWE | NORTHWESTERN ENERGY GROUP IN | 6.9% | 170.1K | $11.2M | +30.68%(+39.93K) | $57.38(+22.42%) | 2026-03-31 | |
| KVUE | KENVUE INC | 6.49% | 611.4K | $10.5M | +73.33%(+258.64K) | $18.89(-9.41%) | 2026-03-31 | |
| LBRDK | LIBERTY BROADBAND CORP | 6.08% | 196.5K | $9.9M | +17.47%(+29.22K) | $73.35(-55.34%) | 2026-03-31 | |
| NATL | NCR ATLEOS CORPORATION | 4.16% | 155.2K | $6.8M | new | $40.85(+9.07%) | 2026-03-31 | |
| WBS | WEBSTER FINL CORP | 4.05% | 94.8K | $6.6M | new | $66.18(+7.52%) | 2026-03-31 | |
| NSC | NORFOLK SOUTHN CORP | 3.75% | 21.3K | $6.1M | -41.87%(-15.31K) | $278.19(+13.57%) | 2026-03-31 | |
| AES | AES CORP | 3.4% | 392.6K | $5.5M | new | $14.22(+1.79%) | 2026-03-31 | |
| VAL | VALARIS LTD | 3.31% | 54.8K | $5.4M | new | $74.22(+42.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.05% | +3.17% |
| Top 20 Holdings Unweighted | +3.45% | +10.71% |
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