Universe · entity
BRANT POINT INVESTMENT MANAGEMENT LLC
Institutional manager (13F) · CIK 1279030
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $307M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMPHENOL CORP NEW | $16M | 123,962 |
| 2 | OREILLY AUTOMOTIVE INC | $13M | 137,765 |
| 3 | FLEX LTD | $12M | 181,970 |
| 4 | US FOODS HLDG CORP | $12M | 125,340 |
| 5 | TENET HEALTHCARE CORP | $9M | 50,310 |
| 6 | AMAZON COM INC | $9M | 43,238 |
| 7 | META PLATFORMS INC | $9M | 15,502 |
| 8 | MODINE MFG CO | $8M | 38,862 |
| 9 | PERFORMANCE FOOD GROUP CO | $8M | 97,548 |
| 10 | VERTIV HOLDINGS CO | $8M | 32,402 |
| 11 | THERMO FISHER SCIENTIFIC INC | $8M | 15,887 |
| 12 | TTM TECHNOLOGIES INC | $8M | 78,000 |
| 13 | ALPHABET INC | $7M | 25,752 |
| 14 | CONCENTRA GROUP HOLDINGS PAR | $7M | 335,813 |
| 15 | VSE CORP | $6M | 34,636 |
| 16 | CORNING INC | $6M | 46,280 |
| 17 | CRANE COMPANY | $6M | 36,494 |
| 18 | CLEAN HARBORS INC | $6M | 20,145 |
| 19 | COHERENT CORP | $6M | 24,000 |
| 20 | GALLAGHER ARTHUR J & CO | $6M | 26,367 |
| 21 | LITTLEFUSE INC | $6M | 16,438 |
| 22 | NVENT ELECTRIC PLC | $6M | 46,694 |
| 23 | REGAL REXNORD CORPORATION | $5M | 28,924 |
| 24 | LPL FINL HLDGS INC | $5M | 17,964 |
| 25 | IDEXX LABS INC | $5M | 9,431 |
| 26 | SHERWIN WILLIAMS CO | $5M | 16,412 |
| 27 | ON SEMICONDUCTOR CORP | $5M | 83,235 |
| 28 | NXP SEMICONDUCTORS NV | $5M | 25,957 |
| 29 | EQUINIX INC | $5M | 5,008 |
| 30 | UMB FINL CORP | $5M | 43,394 |
| 31 | RBC BEARINGS INC | $5M | 8,990 |
| 32 | WELLTOWER INC | $5M | 24,514 |
| 33 | SAIA INC | $5M | 13,758 |
| 34 | WASTE CONNECTIONS INC | $5M | 28,664 |
| 35 | DIEBOLD NIXDORF INC | $4M | 58,631 |
| 36 | SPDR S&P BIOTECH ETF | $4M | 33,866 |
| 37 | ANALOG DEVICES INC | $4M | 13,375 |
| 38 | ELANCO ANIMAL HEALTH INC | $4M | 176,876 |
| 39 | MASCO CORP | $4M | 69,891 |
| 40 | CELESTICA INC | $4M | 14,940 |
| 41 | CASELLA WASTE SYS INC | $4M | 52,043 |
| 42 | WESBANCO INC | $4M | 118,115 |
| 43 | SPDR S&P REGIONAL BANKING | $4M | 61,858 |
| 44 | COOPER COS INC | $4M | 56,363 |
| 45 | HCA HEALTHCARE INC | $4M | 8,419 |
| 46 | CRH PLC | $4M | 37,645 |
| 47 | SOUTHSTATE BK CORP | $4M | 41,153 |
| 48 | PTC INC | $4M | 26,692 |
| 49 | WESCO INTL INC | $4M | 13,712 |
| 50 | DIREXION SHS ETF TR | $4M | 80,120 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.