StockDriftsStockDriftsTop 46 Wealth High Governance Capital Ltda Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | 5.8% | 14.0K | $19.3M | new | $1156.14(+50.61%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 5.7% | 87.7K | $19.0M | +618.48%(+75.49K) | $193.91(+10.06%) | 2026-03-31 | |
| PH | PARKER-HANNIFIN CORP | 5.66% | 21.1K | $18.9M | -1.36%(-291) | $699.16(+37.72%) | 2026-03-31 | |
| PAAS | PAN AMERN SILVER CORP | 5.18% | 316.2K | $17.3M | +29.58%(+72.18K) | $25.64(+80.55%) | 2026-03-31 | |
| NRG | NRG ENERGY INC | 3.85% | 87.7K | $12.8M | -64.07%(-156.41K) | $139.49(-2.00%) | 2026-03-31 | |
| FCX | FREEPORT MCMORAN INC | 3.72% | 210.8K | $12.4M | new | $44.29(+37.66%) | 2026-03-31 | |
| CW | CURTISS WRIGHT CORP | 3.59% | 17.6K | $12.0M | -42.40%(-12.94K) | $482.66(+57.51%) | 2026-03-31 | |
| SN | SHARKNINJA INC | 3.35% | 105.4K | $11.2M | -30.89%(-47.12K) | $107.53(+40.87%) | 2026-03-31 | |
| CIEN | CIENA CORP | 3.27% | 28.0K | $10.9M | new | $311.05(+35.82%) | 2026-03-31 | |
| NXT | NEXTPOWER INC | 3.17% | 87.7K | $10.6M | -64.07%(-156.40K) | $80.55(+40.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.01% | +100.08% |
| Top 20 Holdings Unweighted | +27.94% | +109.43% |
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