BRANT POINT INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WSBC | 294K | $9.39M |
 | FLEX | 223K | $12.90M |
 | APH | 164K | $20.24M |
 | ORLY | 143K | $15.39M |
 | USFD | 138K | $10.58M |
 | PFGC | 127K | $13.23M |
 | BIRK | 100K | $4.53M |
 | TTMI | 95K | $5.47M |
 | SARO | 90K | $2.45M |
 | FROG | 85K | $4.02M |
 | MAS | 81K | $5.71M |
 | DBD | 80K | $4.57M |
 | NCNO | 80K | $2.17M |
 | ON | 79K | $3.90M |
 | ALK | 75K | $3.73M |
 | GLW | 73K | $5.98M |
 | TSCO | 69K | $3.95M |
 | ACM | 58K | $7.57M |
 | REZI | 55K | $2.37M |
 | TRMB | 55K | $4.49M |
WesBanco, Inc.
WSBC
Shares Held
294K
Value
$9.39M
Flex Ltd.
FLEX
Shares Held
223K
Value
$12.90M
Amphenol Corporation
APH
Shares Held
164K
Value
$20.24M
O'Reilly Automotive, Inc.
ORLY
Shares Held
143K
Value
$15.39M
US Foods Holding Corp.
USFD
Shares Held
138K
Value
$10.58M
Performance Food Group Company
PFGC
Shares Held
127K
Value
$13.23M
Birkenstock Holding plc
BIRK
Shares Held
100K
Value
$4.53M
TTM Technologies, Inc.
TTMI
Shares Held
95K
Value
$5.47M
StandardAero, Inc.
SARO
Shares Held
90K
Value
$2.45M
JFrog Ltd.
FROG
Shares Held
85K
Value
$4.02M
Masco Corporation
MAS
Shares Held
81K
Value
$5.71M
Diebold Nixdorf, Incorporated
DBD
Shares Held
80K
Value
$4.57M
nCino, Inc.
NCNO
Shares Held
80K
Value
$2.17M
ON Semiconductor Corporation
ON
Shares Held
79K
Value
$3.90M
Alaska Air Group, Inc.
ALK
Shares Held
75K
Value
$3.73M
Corning Incorporated
GLW
Shares Held
73K
Value
$5.98M
Tractor Supply Company
TSCO
Shares Held
69K
Value
$3.95M
Aecom
ACM
Shares Held
58K
Value
$7.57M
Resideo Technologies, Inc.
REZI
Shares Held
55K
Value
$2.37M
Trimble Inc.
TRMB
Shares Held
55K
Value
$4.49M