StockDriftsStockDriftsTop 50 Westend Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CCJ | CAMECO CORP COM | 7.44% | 228.1K | $24.8M | +0.78%(+1.78K) | $44.33(+158.19%) | 2026-03-31 | |
| CENX | CENTURY ALUM CO COM | 6.66% | 378.1K | $22.2M | +1.02%(+3.80K) | $34.42(+80.96%) | 2026-03-31 | |
| KGS | KODIAK GAS SVCS INC COM | 6.47% | 369.5K | $21.6M | +1.74%(+6.30K) | $37.37(+89.74%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC COM | 5.85% | 35.5K | $19.5M | -0.32%(-113) | $243.29(+217.16%) | 2026-03-31 | |
| FCX | FREEPORT MCMORAN COPPER | 5.4% | 306.2K | $18.0M | +1.48%(+4.46K) | $45.15(+27.76%) | 2026-03-31 | |
| BA | BOEING CO COM | 4.84% | 81.0K | $16.1M | -43.87%(-63.30K) | $171.28(+31.00%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 4.69% | 810.2K | $15.6M | +1.37%(+10.92K) | $15.11(+34.95%) | 2026-03-31 | |
| CAT | CATERPILLAR INC COM | 4.19% | 19.7K | $13.9M | +2.26%(+435) | $527.44(+71.51%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 4.06% | 112.4K | $13.5M | +0.84%(+938) | $95.51(+18.47%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.95% | 51.8K | $13.1M | -36.40%(-29.65K) | $230.40(+23.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.34% | +74.29% |
| Top 20 Holdings Unweighted | +18.98% | +68.42% |
Sign up free to track Westend Capital Management, Llc, compare funds side by side, and get alerts the moment positions change.