BRANT POINT INVESTMENT MANAGEMENT LLC: 13F holdings
CIK 12790302026Q2
| Positions | 103 |
|---|---|
| Reported value | $813.3m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FLEX LTD | 136,041 | $22.0m | 2.7% |
| APH AMPHENOL CORP NEW | 117,237 | $20.7m | 2.5% |
| TTMI TTM TECHNOLOGIES INC | 78,661 | $14.7m | 1.8% |
| USFD US FOODS HLDG CORP | 125,340 | $12.8m | 1.6% |
| ORLY OREILLY AUTOMOTIVE INC | 136,857 | $12.6m | 1.5% |
| MOD MODINE MFG CO | 41,326 | $11.0m | 1.4% |
| PFGC PERFORMANCE FOOD GROUP CO | 97,548 | $10.9m | 1.3% |
| AMZN AMAZON COM INC | 43,238 | $10.3m | 1.3% |
| VRT VERTIV HOLDINGS CO | 28,693 | $9.6m | 1.2% |
| GOOG ALPHABET INC | 25,752 | $9.1m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1279030")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.