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Brant Point Investment Management LLC

All holdings · as of Mar 31, 2026

82 positions

CompanyClassValueShares% of portfolio
AMPHENOL CORP /DE—$15.66M123,9624.3%
O REILLY AUTOMOTIVE INC—$12.72M137,7653.5%
FLEX LTD.—$11.91M181,9703.3%
US Foods Holding Corp.—$11.56M125,3403.2%
TENET HEALTHCARE CORP—$9.49M50,3102.6%
Amazon.com Inc—$9.01M43,2382.5%
Meta Platforms Inc—$8.87M15,5022.4%
MODINE MANUFACTURING CO—$8.42M38,8622.3%
Performance Food Group Co—$8.36M97,5482.3%
Vertiv Holdings Co—$8.12M32,4022.2%
THERMO FISHER SCIENTIFIC INC.—$7.81M15,8872.1%
TTM Technologies Inc—$7.60M78,0002.1%
Alphabet Inc.—$7.39M25,7522.0%
CONCENTRA GROUP HOLDINGS PAR—$7.20M335,8132.0%
VSE CORP—$6.39M34,6361.8%
CORNING INC /NY—$6.29M46,2801.7%
Crane Co—$6.24M36,4941.7%
CLEAN HARBORS INC—$5.78M20,1451.6%
COHERENT CORP—$5.72M24,0001.6%
Arthur J. Gallagher & Co.—$5.71M26,3671.6%
LITTELFUSE INC /DE—$5.58M16,4381.5%
nVent Electric plc—$5.52M46,6941.5%
REGAL REXNORD CORP—$5.42M28,9241.5%
LPL Financial Holdings Inc.—$5.40M17,9641.5%
IDEXX LABORATORIES INC /DE—$5.30M9,4311.5%
SHERWIN WILLIAMS CO—$5.26M16,4121.4%
ON Semiconductor Corp—$5.15M83,2351.4%
NXP Semiconductors N.V.—$5.11M25,9571.4%
Equinix Inc—$4.91M5,0081.3%
UMB Financial Corp—$4.89M43,3941.3%
RBC Bearings Inc—$4.88M8,9901.3%
Welltower, Inc.—$4.85M24,5141.3%
Saia Inc—$4.83M13,7581.3%
Waste Connections Inc—$4.66M28,6641.3%
DIEBOLD NIXDORF, Inc—$4.42M58,6311.2%
SPDR S&P BIOTECH ETF—$4.33M33,8661.2%
ANALOG DEVICES INC—$4.26M13,3751.2%
Elanco Animal Health Inc—$4.23M176,8761.2%
MASCO CORP /DE—$4.22M69,8911.2%
CELESTICA INCCLSCommon Stock$4.21M14,9401.2%
CASELLA WASTE SYSTEMS INC—$4.13M52,0431.1%
WESBANCO INC—$4.07M118,1151.1%
SPDR S&P REGIONAL BANKING—$4.03M61,8581.1%
COOPER COS INC—$4.03M56,3631.1%
HCA Healthcare, Inc.—$3.98M8,4191.1%
CRH PUBLIC LTD CO—$3.96M37,6451.1%
SouthState Bank CorpSSBCommon Stock$3.81M41,1531.0%
PTC Inc—$3.80M26,6921.0%
WESCO INTERNATIONAL INC—$3.75M13,7121.0%
DIREXION SHS ETF TR—$3.54M80,1201.0%
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