StockDriftsStockDriftsTop 21 Owlhouse Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 9.36% | 23.3K | $7.0M | +44.91%(+7.22K) | $339.98(+6.52%) | 2026-03-31 | |
| HSY | HERSHEY CO | 9.06% | 32.8K | $6.8M | +285.88%(+24.30K) | $192.23(-5.25%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 8.8% | 13.3K | $6.6M | -2.09%(-283) | $569.85(-5.34%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 8.45% | 5.5K | $6.4M | -9.70%(-590) | $1323.93(+1.85%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 7.4% | 58.0K | $5.6M | new | $94.96(-18.22%) | 2026-03-31 | |
| ROL | ROLLINS INC | 6.36% | 89.6K | $4.8M | +0.00%(+0) | $59.38(-26.95%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS INC | 6.12% | 28.4K | $4.6M | new | $168.90(-0.05%) | 2026-03-31 | |
| GIS | GENERAL MILLS INC | 5.76% | 116.4K | $4.3M | +0.00%(+0) | $48.46(-22.47%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 5.71% | 14.1K | $4.3M | -42.30%(-10.36K) | $273.35(+23.70%) | 2026-03-31 | |
| MDLZ | MONDELEZ INTL INC | 4.85% | 63.4K | $3.7M | new | $55.74(+9.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -38.91% | -77.20% |
| Top 20 Holdings Unweighted | -23.65% | -55.49% |
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