Heights Point Management, LP: 13F holdings
CIK 20502312026Q2
| Positions | 21 |
|---|---|
| Reported value | $125.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MRCY MERCURY SYS INC | 100,375 | $12.3m | 9.8% |
| CENTURI HOLDINGS INC | 273,579 | $8.3m | 6.6% |
| SGI SOMNIGROUP INTERNATIONAL INC | 98,657 | $7.7m | 6.2% |
| LPLA LPL FINL HLDGS INC | 24,897 | $7.0m | 5.6% |
| BIOLIFE SOLUTIONS INC | 238,850 | $6.7m | 5.4% |
| LSCC LATTICE SEMICONDUCTOR CORP | 42,179 | $6.5m | 5.1% |
| EYE NATIONAL VISION HLDGS INC | 335,044 | $6.4m | 5.1% |
| GOLAR LNG LTD | 126,052 | $6.3m | 5.0% |
| SOLS SOLSTICE ADVANCED MATLS INC | 69,569 | $6.2m | 4.9% |
| PFGC PERFORMANCE FOOD GROUP CO | 54,939 | $6.1m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2050231")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.