StockDriftsStockDriftsTop 33 Pinnbrook Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | 9.51% | 36.2K | $11.6M | +38.20%(+10.00K) | $177.86(+144.44%) | 2026-03-31 | |
| KGS | KODIAK GAS SVCS INC | 8.33% | 174.8K | $10.2M | new | $47.86(+55.10%) | 2026-03-31 | |
| CW | CURTISS WRIGHT CORP | 5.6% | 10.1K | $6.9M | +58.91%(+3.73K) | $451.83(+66.18%) | 2026-03-31 | |
| SLB | SLB LIMITED | 5.07% | 120.8K | $6.2M | new | $44.89(+24.21%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 4.9% | 28.1K | $6.0M | new | $192.42(+55.47%) | 2026-03-31 | |
| DVN | DEVON ENERGY CORP NEW | 4.86% | 118.3K | $6.0M | new | $43.48(+8.66%) | 2026-03-31 | |
| JBL | JABIL INC | 4.78% | 22.0K | $5.9M | new | $246.83(+43.56%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 4.53% | 46.1K | $5.5M | +98.02%(+22.82K) | $100.22(+13.16%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 4.23% | 23.9K | $5.2M | +6.43%(+1.45K) | $151.41(+40.86%) | 2026-03-31 | |
| LIN | LINDE PLC | 4.11% | 10.1K | $5.0M | -42.51%(-7.50K) | $450.70(+13.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.56% | +79.62% |
| Top 20 Holdings Unweighted | +22.27% | +82.80% |
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