StockDriftsStockDriftsTop 50 LuminArx Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | 15.84% | 85.0K | $21.1M | +36.00%(+22.50K) | $244.86(+21.53%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 11% | 22.5K | $14.6M | new | $666.13(+11.81%) | 2026-03-31 | |
| BCSS | BAIN CAP GSS INVT CORP | 7.63% | 1.00M | $10.1M | new | $10.10(+1.82%) | 2026-03-31 | |
| SNDA | SONIDA SENIOR LIVING INC | 6.27% | 258.8K | $8.3M | new | $32.43(+30.16%) | 2026-03-31 | |
| KFIIU | K&F GROWTH ACQUISITION CORP | 6.03% | 750.0K | $8.0M | +0.00%(+0) | $10.40(+2.10%) | 2026-03-31 | |
| CIFR | CIPHER DIGITAL INC | 4.65% | 2.00M | $6.2M | +0.00%(+0) | $13.68(+46.54%) | 2026-03-31 | |
| EVACU | EQV VENTURES AC CORP. II | 3.25% | 425.0K | $4.3M | +0.00%(+0) | $22.95(+0.84%) | 2026-03-31 | |
| SARO | STANDARDAERO INC | 1.84% | 95.0K | $2.5M | new | $27.26(+10.48%) | 2026-03-31 | |
| RIOT | RIOT PLATFORMS INC | 1.73% | 2.00M | $2.3M | +0.00%(+0) | $15.85(+39.50%) | 2026-03-31 | |
| NRG | NRG ENERGY INC | 1.65% | 15.0K | $2.2M | new | $152.69(-10.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -5.03% | -14.35% |
| Top 20 Holdings Unweighted | -14.69% | -37.92% |
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