StockDriftsStockDriftsTop 50 Landscape Capital Management, L.l.c. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HEI-A | HEICO CORP NEW | 1.57% | 117.1K | $24.7M | -1.77%(-2.11K) | $109.39(+103.40%) | 2026-03-31 | |
| STZ | CONSTELLATION BRANDS INC | 1.38% | 145.0K | $21.8M | +10.30%(+13.54K) | $151.94(-7.46%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 1.23% | 316.1K | $19.4M | +90.32%(+150.00K) | $48.66(+19.34%) | 2026-03-31 | |
| MO | ALTRIA GROUP INC | 1.1% | 262.9K | $17.3M | +1.98%(+5.10K) | $60.95(+18.80%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.02% | 63.5K | $16.1M | +940.00%(+57.41K) | $256.88(+16.09%) | 2026-03-31 | |
| FOX | FOX CORP | 0.92% | 273.0K | $14.5M | -0.73%(-1.99K) | $41.77(+40.29%) | 2026-03-31 | |
| CASY | CASEYS GEN STORES INC | 0.91% | 19.7K | $14.3M | +150.00%(+11.82K) | $607.78(+44.38%) | 2026-03-31 | |
| CELH | CELSIUS HLDGS INC | 0.86% | 384.1K | $13.6M | +39.48%(+108.70K) | $45.63(-36.43%) | 2026-03-31 | |
| LMND | LEMONADE INC | 0.84% | 211.7K | $13.3M | +168.76%(+132.95K) | $57.95(-7.19%) | 2026-03-31 | |
| RSI | RUSH STREET INTERACTIVE INC | 0.79% | 575.1K | $12.5M | +29.83%(+132.11K) | $18.36(+48.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.45% | +49.92% |
| Top 20 Holdings Unweighted | +14.18% | +48.87% |
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