BRANT POINT INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTI | 340K | $3.19M |
 | CON | 266K | $5.24M |
 | FLEX | 214K | $12.92M |
 | WSBC | 204K | $6.78M |
 | ORLY | 143K | $13.02M |
 | APH | 139K | $18.78M |
 | USFD | 139K | $10.45M |
 | ALH | 118K | $2.41M |
 | PFGC | 111K | $9.96M |
 | MAS | 81K | $5.15M |
 | SARO | 80K | $2.29M |
 | ON | 79K | $4.28M |
 | TTMI | 75K | $5.17M |
 | TRMB | 70K | $5.48M |
 | TSCO | 69K | $3.47M |
 | DBD | 68K | $4.59M |
 | GLW | 67K | $5.86M |
 | FTDR | 60K | $3.46M |
 | ACM | 58K | $5.53M |
 | CRH | 58K | $7.23M |
TETRA Technologies, Inc.
TTI
Shares Held
340K
Value
$3.19M
Concentra Group Holdings Parent, Inc.
CON
Shares Held
266K
Value
$5.24M
Flex Ltd.
FLEX
Shares Held
214K
Value
$12.92M
WesBanco, Inc.
WSBC
Shares Held
204K
Value
$6.78M
O'Reilly Automotive, Inc.
ORLY
Shares Held
143K
Value
$13.02M
Amphenol Corporation
APH
Shares Held
139K
Value
$18.78M
US Foods Holding Corp.
USFD
Shares Held
139K
Value
$10.45M
Alliance Laundry Holdings Inc.
ALH
Shares Held
118K
Value
$2.41M
Performance Food Group Company
PFGC
Shares Held
111K
Value
$9.96M
Masco Corporation
MAS
Shares Held
81K
Value
$5.15M
StandardAero, Inc.
SARO
Shares Held
80K
Value
$2.29M
ON Semiconductor Corporation
ON
Shares Held
79K
Value
$4.28M
TTM Technologies, Inc.
TTMI
Shares Held
75K
Value
$5.17M
Trimble Inc.
TRMB
Shares Held
70K
Value
$5.48M
Tractor Supply Company
TSCO
Shares Held
69K
Value
$3.47M
Diebold Nixdorf, Incorporated
DBD
Shares Held
68K
Value
$4.59M
Corning Incorporated
GLW
Shares Held
67K
Value
$5.86M
Frontdoor, Inc.
FTDR
Shares Held
60K
Value
$3.46M
Aecom
ACM
Shares Held
58K
Value
$5.53M
CRH plc
CRH
Shares Held
58K
Value
$7.23M