StockDriftsStockDriftsTop 23 Slotnik Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GTLS | CHART INDS INC | 13.63% | 221.8K | $45.9M | +111.69%(+117.03K) | $204.93(+1.16%) | 2026-03-31 | |
| MASI | MASIMO CORP | 12.7% | 240.3K | $42.7M | new | $153.96(+15.92%) | 2026-03-31 | |
| PEN | PENUMBRA INC | 9.85% | 101.0K | $33.2M | new | $319.64(+0.84%) | 2026-03-31 | |
| TERN | TERNS PHARMACEUTICALS INC | 6.59% | 420.7K | $22.2M | new | $46.56(+13.72%) | 2026-03-31 | |
| LBRDA | LIBERTY BROADBAND CORP | 6.28% | 420.7K | $21.1M | +59.54%(+157.00K) | $53.36(-38.66%) | 2026-03-31 | |
| WBS | WEBSTER FINL CORP | 5.61% | 272.0K | $18.9M | new | $66.18(+7.52%) | 2026-03-31 | |
| WBD | WARNER BROS DISCOVERY INC | 4.8% | 588.3K | $16.2M | -31.99%(-276.69K) | $22.57(+19.54%) | 2026-03-31 | |
| KVUE | KENVUE INC | 4.41% | 860.2K | $14.8M | +473.44%(+710.16K) | $17.16(-0.27%) | 2026-03-31 | |
| SLAB | SILICON LABORATORIES INC | 4.05% | 65.5K | $13.6M | new | $169.42(+27.84%) | 2026-03-31 | |
| ACLX | ARCELLX INC | 4.03% | 118.0K | $13.5M | new | $90.01(+27.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.78% | +28.71% |
| Top 20 Holdings Unweighted | +14.13% | +48.68% |
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