Brant Point Investment Management LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| OLD DOMINION FREIGHT LINE, INC. | $3.49M | 1.0% |
| Frontdoor, Inc. | $3.32M | 0.9% |
| ITRON, INC. | $3.30M | 0.9% |
| HOME DEPOT, INC. | $3.23M | 0.9% |
| CONSTRUCTION PARTNERS INC | $3.04M | 0.8% |
| AECOM | $2.83M | 0.8% |
| TRACTOR SUPPLY CO /DE | $2.82M | 0.8% |
| Yum! Brands Inc | $2.76M | 0.8% |
| VONTIER CORP | $2.48M | 0.7% |
| Affiliated Managers Group Inc | $2.11M | 0.6% |
| FirstCash Holdings, Inc. | $2.08M | 0.6% |
| SCHWAB CHARLES CORP | $1.98M | 0.5% |
| CHAMPION HOMES INC | $1.97M | 0.5% |
| Zoetis Inc. | $1.78M | 0.5% |
| XPO Inc | $1.76M | 0.5% |
| Kinsale Capital Group, Inc. | $1.69M | 0.5% |
| BRINKS CO | $1.42M | 0.4% |
| Global Payments Inc | $1.41M | 0.4% |
| Doximity, Inc. | $1.40M | 0.4% |
| Qnity Electronics, Inc. | $1.26M | 0.3% |
| APi Group Corp | $1.12M | 0.3% |
| CACI INTERNATIONAL INC /DE | $1.11M | 0.3% |
| Tapestry Inc | $1.10M | 0.3% |
| StandardAero, Inc.SARO | $1.07M | 0.3% |
| RESIDEO TECHNOLOGIES, INC. | $1.01M | 0.3% |
| Cardinal Infrastructure Group Inc. | $967.4K | 0.3% |
| POOL CORP | $955.6K | 0.3% |
| Alphabet Inc. | $856.4K | 0.2% |
| SS&C TECHNOLOGIES HOLDINGS, INC. | $830.2K | 0.2% |
| HEICO CORP | $822.6K | 0.2% |
| Churchill Downs Inc | $793.4K | 0.2% |
| NICE Ltd. | $530.8K | 0.1% |