StockDriftsStockDriftsTop 34 Lingotto Investment Management LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 16.59% | 27.77M | $836.5M | -2.29%(-651.91K) | $9.48(+272.53%) | 2026-03-31 | |
| CVNA | CARVANA CO | 15.88% | 2.55M | $801.1M | -10.75%(-307.06K) | $19.47(+257.12%) | 2026-03-31 | |
| PSKY | PARAMOUNT SKYDANCE CORP | 8.27% | 46.06M | $417.1M | -2.40%(-1.13M) | $15.91(-36.46%) | 2026-03-31 | |
| VAL | VALARIS LTD | 7.21% | 3.71M | $363.4M | -0.33%(-12.31K) | $49.97(+106.68%) | 2026-03-31 | |
| NG | NOVAGOLD RESOURCES INC | 6.56% | 36.84M | $330.8M | +4.67%(+1.65M) | $4.99(+78.18%) | 2026-03-31 | |
| RRC | RANGE RES CORP | 6.44% | 7.19M | $325.0M | -0.32%(-22.98K) | $13.73(+202.26%) | 2026-03-31 | |
| VEON | VEON LTD | 5.55% | 6.04M | $279.7M | -0.31%(-18.79K) | $42.64(+26.46%) | 2026-03-31 | |
| SLB | SLB LIMITED | 5.53% | 5.41M | $279.1M | +30.02%(+1.25M) | $39.08(+42.66%) | 2026-03-31 | |
| SBSW | SIBANYE STILLWATER LTD | 4.88% | 19.58M | $246.2M | -31.14%(-8.85M) | $5.71(+130.52%) | 2026-03-31 | |
| GDXJ | VANECK ETF TRUST | 4.74% | 1.99M | $238.9M | -23.52%(-612.32K) | $43.97(+185.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +52.38% | +253.85% |
| Top 20 Holdings Unweighted | +41.52% | +183.46% |
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