StockDriftsStockDriftsTop 50 SG Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TECH | BIO-TECHNE CORP | 5.24% | 1.22M | $63.7M | +6.02%(+69.17K) | $57.17(+23.90%) | 2026-03-31 | |
| WSO | WATSCO INC | 4.83% | 161.2K | $58.6M | new | $350.37(+15.51%) | 2026-03-31 | |
| ONTO | ONTO INNOVATION INC | 3.87% | 229.5K | $47.1M | +97.58%(+113.34K) | $151.02(+103.66%) | 2026-03-31 | |
| WEX | WEX INC | 3.82% | 303.3K | $46.4M | new | $151.01(-3.00%) | 2026-03-31 | |
| JBL | JABIL INC | 3.8% | 173.7K | $46.1M | new | $246.83(+38.28%) | 2026-03-31 | |
| ARW | ARROW ELECTRS INC | 3.34% | 283.1K | $40.6M | new | $126.80(+55.75%) | 2026-03-31 | |
| LKQ | LKQ CORP | 3.29% | 1.36M | $40.0M | new | $29.79(-10.86%) | 2026-03-31 | |
| VCEL | VERICEL CORP | 3.2% | 1.21M | $38.9M | new | $34.09(+37.81%) | 2026-03-31 | |
| CHWY | CHEWY INC | 3.13% | 1.41M | $38.0M | new | $30.02(-30.56%) | 2026-03-31 | |
| GPC | GENUINE PARTS CO | 2.99% | 343.5K | $36.3M | new | $114.35(+15.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.37% | +106.65% |
| Top 20 Holdings Unweighted | +23.15% | +86.78% |
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