StockDriftsStockDriftsTop 50 Sandler Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KEYS | KEYSIGHT TECHNOLOGIES INC | 6.35% | 33.1K | $9.3M | -33.27%(-16.49K) | $166.85(+109.17%) | 2026-03-31 | |
| TKO | TKO GROUP HOLDINGS INC | 4.44% | 32.4K | $6.5M | -28.71%(-13.06K) | $124.79(+52.31%) | 2026-03-31 | |
| MSGS | MADISON SQUARE GRDN SPRT COR | 3.56% | 16.3K | $5.2M | -17.49%(-3.46K) | $212.08(+65.76%) | 2026-03-31 | |
| EGP | EASTGROUP PPTYS INC | 3.23% | 25.7K | $4.8M | +6.40%(+1.55K) | $177.12(+13.35%) | 2026-03-31 | |
| PLD | PROLOGIS INC. | 3% | 33.4K | $4.4M | -27.23%(-12.49K) | $113.88(+23.40%) | 2026-03-31 | |
| MSGE | MADISON SQUARE GARDEN ENTMT | 2.87% | 71.7K | $4.2M | +20.00%(+11.95K) | $45.51(+50.15%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.38% | 10.4K | $3.5M | -41.61%(-7.38K) | $225.61(+79.23%) | 2026-03-31 | |
| CLH | CLEAN HARBORS INC | 2.15% | 11.0K | $3.2M | new | $185.03(+64.16%) | 2026-03-31 | |
| DGX | QUEST DIAGNOSTICS INC | 1.99% | 15.0K | $2.9M | new | $160.03(+16.61%) | 2026-03-31 | |
| RL | RALPH LAUREN CORP | 1.91% | 8.2K | $2.8M | +16.59%(+1.16K) | $259.75(+25.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.58% | +112.58% |
| Top 20 Holdings Unweighted | +26.21% | +101.03% |
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