BRANT POINT INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CON | 336K | $7.20M |
 | FLEX | 182K | $11.91M |
 | ELAN | 177K | $4.23M |
 | ORLY | 138K | $12.72M |
 | USFD | 125K | $11.56M |
 | APH | 124K | $15.66M |
 | WSBC | 118K | $4.07M |
 | PFGC | 98K | $8.36M |
 | ON | 83K | $5.15M |
 | TTMI | 78K | $7.60M |
 | VNT | 70K | $2.48M |
 | MAS | 70K | $4.22M |
 | FTDR | 63K | $3.32M |
 | TSCO | 62K | $2.82M |
 | DOCS | 60K | $1.40M |
 | DBD | 59K | $4.42M |
 | CWST | 52K | $4.13M |
 | THC | 50K | $9.49M |
 | NVT | 47K | $5.52M |
 | GLW | 46K | $6.29M |
Concentra Group Holdings Parent, Inc.
CON
Shares Held
336K
Value
$7.20M
Flex Ltd.
FLEX
Shares Held
182K
Value
$11.91M
Elanco Animal Health Incorporated
ELAN
Shares Held
177K
Value
$4.23M
O'Reilly Automotive, Inc.
ORLY
Shares Held
138K
Value
$12.72M
US Foods Holding Corp.
USFD
Shares Held
125K
Value
$11.56M
Amphenol Corporation
APH
Shares Held
124K
Value
$15.66M
WesBanco, Inc.
WSBC
Shares Held
118K
Value
$4.07M
Performance Food Group Co
PFGC
Shares Held
98K
Value
$8.36M
ON Semiconductor Corporation
ON
Shares Held
83K
Value
$5.15M
TTM Technologies, Inc.
TTMI
Shares Held
78K
Value
$7.60M
Vontier Corporation
VNT
Shares Held
70K
Value
$2.48M
Masco Corporation
MAS
Shares Held
70K
Value
$4.22M
Frontdoor, Inc.
FTDR
Shares Held
63K
Value
$3.32M
Tractor Supply Company
TSCO
Shares Held
62K
Value
$2.82M
Doximity, Inc.
DOCS
Shares Held
60K
Value
$1.40M
Diebold Nixdorf, Incorporated
DBD
Shares Held
59K
Value
$4.42M
Casella Waste Systems, Inc.
CWST
Shares Held
52K
Value
$4.13M
Tenet Healthcare Corporation
THC
Shares Held
50K
Value
$9.49M
nVent Electric plc
NVT
Shares Held
47K
Value
$5.52M
Corning Inc
GLW
Shares Held
46K
Value
$6.29M