StockDriftsStockDriftsTop 24 Value Holdings Management Co. Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WAB | WABTEC CORP | 9.36% | 230.9K | $57.7M | -0.86%(-2.00K) | $80.70(+224.89%) | 2026-03-31 | |
| PRIM | PRIMORIS SERVICES CORP | 9.26% | 399.4K | $57.1M | -7.04%(-30.23K) | $25.34(+248.02%) | 2026-03-31 | |
| MKSI | MKS INSTRUMENTS INC | 9.13% | 245.1K | $56.3M | -17.69%(-52.66K) | $88.61(+312.56%) | 2026-03-31 | |
| MTDR | MATADOR RESOURCES CO | 8.55% | 834.3K | $52.7M | +8.59%(+66.00K) | $28.87(+73.80%) | 2026-03-31 | |
| EME | EMCOR GROUP INC | 8.5% | 71.0K | $52.4M | -28.74%(-28.65K) | $80.31(+864.56%) | 2026-03-31 | |
| ROL | ROLLINS INC | 8.09% | 934.2K | $49.9M | -0.53%(-5.00K) | $20.54(+111.21%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 7.87% | 286.2K | $48.6M | -8.51%(-26.62K) | $115.68(+18.51%) | 2026-03-31 | |
| ONTO | ONTO INNOVATION INC | 4.97% | 149.4K | $30.6M | -1.97%(-3.00K) | $47.90(+542.16%) | 2026-03-31 | |
| TTEK | TETRA TECH INC | 4.43% | 907.3K | $27.3M | +0.00%(+0) | $12.64(+136.47%) | 2026-03-31 | |
| CSGS | CSG SYS INTL INC | 4.38% | 338.2K | $27.0M | +0.00%(+0) | $44.37(+81.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.52% | +75.07% |
| Top 20 Holdings Unweighted | +16.07% | +56.37% |
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