StockDriftsStockDriftsTop 14 Toms Capital Investment Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | 12.56% | 1.39M | $191.2M | new | $87.94(+58.95%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 10.23% | 893.0K | $155.7M | +29.42%(+203.00K) | $155.69(+44.73%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 8.94% | 1.60M | $136.0M | +109.15%(+835.00K) | $96.41(-7.13%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 8.52% | 331.0K | $129.7M | new | $333.58(+138.47%) | 2026-03-31 | |
| FDX | FEDEX CORP | 8.42% | 360.0K | $128.2M | new | $322.52(+16.51%) | 2026-03-31 | |
| GLNG | GOLAR LNG LTD | 7.97% | 2.24M | $121.4M | new | $45.66(+24.92%) | 2026-03-31 | |
| MSGS | MADISON SQUARE GRDN SPRT COR | 7.33% | 347.0K | $111.5M | +5.25%(+17.30K) | $232.25(+51.36%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.28% | 328.0K | $110.8M | +14.01%(+40.30K) | $224.05(+80.47%) | 2026-03-31 | |
| UAL | UNITED AIRLS HLDGS INC | 7.25% | 1.20M | $110.3M | -7.89%(-102.60K) | $94.75(-2.01%) | 2026-03-31 | |
| WBD | WARNER BROS DISCOVERY INC | 7.04% | 3.90M | $107.1M | new | $28.14(-4.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.01% | +86.15% |
| Top 20 Holdings Unweighted | +24.46% | +92.81% |
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