Stock Taper 
BRANT POINT INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CACI International Inc | CACI | 868 | $402.11K |
 Alphabet Inc. | GOOGL | 2.98K | $1.06M |
 Pool Corporation | POOL | 3K | $644.7K |
 Gildan Activewear Inc. | GIL | 3K | $154.8K |
 MongoDB, Inc. | MDB | 3K | $1.01M |
 Tower Semiconductor Ltd. | TSEM | 3K | $781.77K |
 Corning Inc | GLW | 4K | $1.02M |
 Kinsale Capital Group, Inc. | KNSL | 4.92K | $1.62M |
 RBC Bearings Incorporated | RBC | 5.17K | $3.33M |
 The Home Depot, Inc. | HD | 5.5K | $1.94M |
 Equinix, Inc. | EQIX | 5.51K | $5.74M |
 Affiliated Managers Group, Inc. | AMG | 7.64K | $2.59M |
 Tapestry, Inc. | TPR | 7.82K | $1.14M |
 HCA Healthcare, Inc. | HCA | 8.45K | $3.3M |
 PTC Inc. | PTC | 8.51K | $966.11K |
 Churchill Downs Incorporated | CHDN | 8.83K | $791.7K |
 IDEXX Laboratories, Inc. | IDXX | 8.93K | $4.7M |
 The Middleby Corporation | MIDD | 10K | $1.72M |
 Trex Company, Inc. | TREX | 10K | $500.4K |
 XPO Logistics, Inc. | XPO | 11.16K | $2.29M |