Institutions / Heights Point Management, LP
Heights Point Management, LP
CIK 2050231 · Institution · as of Dec 31, 2025
Portfolio value
$117.25M
Positions
21
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ENVIRI Corp | $16.44M | 14.0% |
| Mercury Systems Inc | $10.45M | 8.9% |
| Solstice Advanced Materials Inc. | $6.21M | 5.3% |
| Knight-Swift Transportation Holdings Inc. | $5.74M | 4.9% |
| James Hardie Industries PLC | $5.73M | 4.9% |
| Corning Inc /Ny | $5.64M | 4.8% |
| Stevanato Group S.p.A. | $5.54M | 4.7% |
| Performance Food Group Co | $5.50M | 4.7% |
| Somnigroup International Inc | $5.49M | 4.7% |
| Alaska Air Group, Inc. | $5.48M | 4.7% |
| National Vision Holdings, Inc. | $5.28M | 4.5% |
| Biolife Solutions Inc | $5.26M | 4.5% |
| Lattice Semiconductor Corp | $5.25M | 4.5% |
| Willis Towers Watson PLC | $4.82M | 4.1% |
| Cactus, Inc. | $4.82M | 4.1% |
| Dauch Corporation | $4.46M | 3.8% |
| BJ's Restaurants Inc | $4.07M | 3.5% |
| Silicon Motion Technology CORPSIMO | $3.22M | 2.7% |
| Entegris, Inc. | $3.08M | 2.6% |
| Shift4 Payments, Inc. | $2.99M | 2.6% |
| BILL Holdings Inc | $1.78M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.