StockDriftsStockDriftsTop 24 Verbena Value LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLNG | GOLAR LNG LTD | 10.72% | 1.21M | $65.5M | +16.99%(+175.80K) | $39.80(+23.13%) | 2026-03-31 | |
| CTRI | CENTURI HOLDINGS INC | 8.47% | 1.77M | $51.7M | +31.33%(+422.59K) | $24.17(+13.33%) | 2026-03-31 | |
| GFL | GFL ENVIRONMENTAL INC | 8.27% | 1.21M | $50.5M | +44.68%(+374.00K) | $44.29(-15.38%) | 2026-03-31 | |
| OR | OR ROYALTIES INC. | 8.06% | 1.29M | $49.2M | +85.28%(+596.00K) | $37.26(-15.62%) | 2026-03-31 | |
| SW | SMURFIT WESTROCK PLC | 7.02% | 1.08M | $42.9M | +67.00%(+431.90K) | $40.07(+14.61%) | 2026-03-31 | |
| JBL | JABIL INC | 7.01% | 161.2K | $42.8M | +2.03%(+3.20K) | $223.08(+53.00%) | 2026-03-31 | |
| AGI | ALAMOS GOLD INC | 6.71% | 923.2K | $41.0M | +44.70%(+285.20K) | $38.20(-17.33%) | 2026-03-31 | |
| DNOW | DNOW INC | 6.43% | 3.30M | $39.3M | -10.46%(-385.11K) | $14.25(-11.58%) | 2026-03-31 | |
| AEP | AMERICAN ELEC PWR CO INC | 6.41% | 298.8K | $39.2M | +28.69%(+66.62K) | $115.98(+19.43%) | 2026-03-31 | |
| ETR | ENTERGY CORP NEW | 4.67% | 254.0K | $28.5M | +2.05%(+5.10K) | $93.00(+23.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +57.16% | +288.19% |
| Top 20 Holdings Unweighted | +55.56% | +276.46% |
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