StockDriftsStockDriftsTop 28 Venator Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. - Class C | 15.5% | 224.6K | $64.4M | -0.35%(-800) | $81.02(+390.20%) | 2026-03-31 | |
| AMZN | Amazon.com | 11.68% | 233.2K | $48.6M | +0.40%(+925) | $154.77(+72.65%) | 2026-03-31 | |
| V | Visa Inc. | 10.84% | 149.1K | $45.1M | +20.19%(+25.04K) | $260.26(+23.92%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. - Class A | 9.74% | 140.8K | $40.5M | -2.84%(-4.11K) | $95.78(+318.73%) | 2026-03-31 | |
| NFLX | Netflix Inc. | 8.94% | 386.5K | $37.2M | +42.78%(+115.81K) | $58.59(+48.38%) | 2026-03-31 | |
| UBER | Uber Technologies Inc. | 5.85% | 338.2K | $24.3M | -4.24%(-14.97K) | $44.05(+69.55%) | 2026-03-31 | |
| NVR | NVR Inc. | 4.58% | 2.9K | $19.1M | -1.09%(-32) | $4999.27(+13.63%) | 2026-03-31 | |
| BWIN | The Baldwin Insurance Group, | 4.08% | 773.3K | $17.0M | -0.05%(-350) | $28.71(-31.00%) | 2026-03-31 | |
| META | Meta Platforms Inc. | 4.05% | 29.4K | $16.8M | -41.53%(-20.92K) | $276.50(+123.66%) | 2026-03-31 | |
| INTU | Intuit Inc. | 4.05% | 38.9K | $16.8M | new | $547.40(-30.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +33.20% | +136.33% |
| Top 20 Holdings Unweighted | +26.32% | +101.56% |
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