StockDriftsStockDriftsTop 50 Long Focus Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 6.43% | 704.2K | $146.7M | +230.35%(+491.00K) | $218.91(+20.66%) | 2026-03-31 | |
| CHTR | CHARTER COMMUNICATIONS INC | 3.93% | 415.0K | $89.6M | -2.81%(-12.00K) | $315.38(-55.50%) | 2026-03-31 | |
| MOH | MOLINA HEALTHCARE INC | 3.6% | 615.0K | $82.0M | +35.16%(+160.00K) | $200.93(-7.93%) | 2026-03-31 | |
| FTAI | FTAI AVIATION LTD | 3.39% | 315.0K | $77.2M | -43.75%(-245.00K) | $69.61(+241.85%) | 2026-03-31 | |
| CZR | CAESARS ENTERTAINMENT INC NE | 3.15% | 2.71M | $71.8M | +0.18%(+5.00K) | $31.97(-13.04%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P | 2.83% | 3.34M | $64.5M | +0.00%(+0) | $10.50(+91.94%) | 2026-03-31 | |
| CMCSA | COMCAST CORP NEW | 2.82% | 2.24M | $64.3M | +0.00%(+0) | $36.82(-32.76%) | 2026-03-31 | |
| CVS | CVS HEALTH CORP | 2.82% | 894.0K | $64.2M | +6.43%(+54.00K) | $56.27(+70.40%) | 2026-03-31 | |
| CNC | CENTENE CORP DEL | 2.77% | 1.93M | $63.1M | -5.72%(-117.00K) | $47.25(+23.33%) | 2026-03-31 | |
| GLNG | GOLAR LNG LTD | 2.74% | 1.15M | $62.4M | -24.40%(-372.44K) | $38.84(+46.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.87% | +63.77% |
| Top 20 Holdings Unweighted | +12.05% | +40.69% |
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