StockDriftsStockDriftsTop 50 O'keefe Stevens Advisory, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 15.71% | 364.5K | $63.6M | -0.30%(-1.10K) | $4.33(+4437.20%) | 2026-03-31 | |
| HCC | WARRIOR MET COAL INC | 6.73% | 292.6K | $27.3M | +0.35%(+1.02K) | $24.99(+246.56%) | 2026-03-31 | |
| GLW | CORNING INC | 6.02% | 179.2K | $24.4M | -42.60%(-132.99K) | $30.67(+428.53%) | 2026-03-31 | |
| AER | AERCAP HOLDINGS NV | 4.98% | 146.8K | $20.1M | +4.54%(+6.37K) | $97.92(+47.69%) | 2026-03-31 | |
| SPHR | SPHERE ENTERTAINMENT CO | 4.89% | 168.7K | $19.8M | +0.67%(+1.12K) | $31.98(+327.08%) | 2026-03-31 | |
| QCOM | QUALCOMM INC | 4.66% | 146.3K | $18.8M | +3.17%(+4.50K) | $90.35(+106.46%) | 2026-03-31 | |
| AMGN | AMGEN INC | 4.5% | 51.8K | $18.2M | +2.32%(+1.17K) | $193.63(+70.22%) | 2026-03-31 | |
| L | LOEWS CORP | 4.44% | 168.2K | $18.0M | +0.40%(+675) | $48.97(+116.86%) | 2026-03-31 | |
| BGC | BGC GROUP INC | 4.36% | 1.81M | $17.7M | +7.69%(+129.00K) | $5.71(+94.51%) | 2026-03-31 | |
| CALY | CALLAWAY GOLF CO | 4.03% | 1.18M | $16.3M | +0.61%(+7.12K) | $10.05(+45.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +35.76% | +150.23% |
| Top 20 Holdings Unweighted | +23.31% | +87.48% |
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