Stock Taper 
BRANT POINT INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TETRA Technologies, Inc. | TTI | 400K | $4.53M |
 Elanco Animal Health Incorporated | ELAN | 281.88K | $6.94M |
 Concentra Group Holdings Parent, Inc. | CON | 265K | $7.88M |
 O'Reilly Automotive, Inc. | ORLY | 136.86K | $12.6M |
 Flex Ltd. | FLEX | 136.04K | $22.05M |
 US Foods Holding Corp. | USFD | 125.34K | $12.82M |
 Amphenol Corporation | APH | 117.24K | $20.67M |
 Performance Food Group Co | PFGC | 97.55K | $10.9M |
 TTM Technologies, Inc. | TTMI | 78.66K | $14.71M |
 Masco Corporation | MAS | 71.89K | $5.85M |
 BorgWarner Inc. | BWA | 65K | $4.32M |
 ON Semiconductor Corporation | ON | 62.61K | $5.92M |
 Cardinal Infrastructure Group Inc. | CDNL | 57K | $5.37M |
 CRH plc | CRH | 50.34K | $5.39M |
 Avantor, Inc. | AVTR | 50K | $495K |
 Champion Homes, Inc. | SKY | 50K | $4.41M |
 Tenet Healthcare Corporation | THC | 46.91K | $8.77M |
 Diebold Nixdorf, Incorporated | DBD | 45K | $3.83M |
 Amazon.com, Inc. | AMZN | 43.24K | $10.31M |
 nVent Electric plc | NVT | 43.12K | $7.31M |