StockDriftsStockDriftsTop 43 Slate Path Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE C | 8.22% | 23.25M | $553.7M | -4.68%(-1.14M) | $20.50(+61.43%) | 2026-03-31 | |
| TXN | TEXAS INSTRS INC | 7.7% | 2.67M | $518.4M | new | $183.82(+64.69%) | 2026-03-31 | |
| ON | ON SEMICONDUCTOR CORP | 7.17% | 7.80M | $482.9M | -25.59%(-2.68M) | $51.73(+118.65%) | 2026-03-31 | |
| NUE | NUCOR CORP | 5.13% | 2.04M | $345.2M | +22.67%(+377.30K) | $139.74(+62.46%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 4.9% | 23.15M | $329.9M | -9.87%(-2.54M) | $17.98(-25.75%) | 2026-03-31 | |
| NOK | NOKIA CORP | 4.28% | 35.84M | $288.1M | +6.39%(+2.15M) | $4.31(+223.46%) | 2026-03-31 | |
| Q | QNITY ELECTRONICS INC | 4.27% | 2.49M | $287.3M | +29.89%(+572.90K) | $85.53(+83.83%) | 2026-03-31 | |
| UAL | UNITED AIRLS HLDGS INC | 4.26% | 3.11M | $286.6M | +64.72%(+1.22M) | $83.84(+10.74%) | 2026-03-31 | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 3.95% | 4.62M | $265.9M | +7.76%(+332.50K) | $46.55(+48.37%) | 2026-03-31 | |
| U | UNITY SOFTWARE INC | 3.7% | 11.35M | $249.0M | +38.40%(+3.15M) | $24.71(+9.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +37.54% | +160.17% |
| Top 20 Holdings Unweighted | +35.59% | +149.28% |
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