StockDriftsStockDriftsTop 37 Turas Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CNQ | CANADIAN NAT RES LTD MED TER | 11.37% | 913.3K | $44.5M | new | $41.29(+16.20%) | 2026-03-31 | |
| TFII | TRANSFORCE INC | 10.94% | 394.4K | $42.8M | new | $105.99(+33.17%) | 2026-03-31 | |
| FANG | DIAMONDBACK ENERGY INC | 10.19% | 201.7K | $39.9M | new | $174.06(+16.95%) | 2026-03-31 | |
| SHEL | SHELL PLC | 9.1% | 383.3K | $35.6M | new | $83.24(+2.55%) | 2026-03-31 | |
| ALGT | ALLEGIANT TRAVEL CO | 7.54% | 364.2K | $29.5M | +2295.78%(+348.96K) | $82.73(-9.47%) | 2026-03-31 | |
| LSTR | LANDSTAR SYS INC | 7.51% | 183.5K | $29.4M | new | $152.00(+15.81%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 5.2% | 154.2K | $20.3M | +42.75%(+46.16K) | $99.70(+22.78%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 4.94% | 93.5K | $19.3M | new | $179.65(+6.37%) | 2026-03-31 | |
| CC | CHEMOURS CO | 4.15% | 736.8K | $16.2M | new | $16.91(+36.78%) | 2026-03-31 | |
| EOG | EOG RES INC | 2.51% | 67.9K | $9.8M | new | $124.79(+12.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +112.88% | +864.71% |
| Top 20 Holdings Unweighted | +116.58% | +915.85% |
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