Stock Taper

BRANT POINT INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Knight-Swift Transportation Holdings Inc.KNX40K$3.11M
Global Payments Inc.GPN40K$2.9M
Kodiak Gas Services, Inc.KGS40K$3.01M
Uber Technologies, Inc.UBER40K$2.89M
Modine Manufacturing CompanyMOD41.33K$11.03M
Veralto CorporationVLTO42K$3.72M
APi Group CorporationAPG42.64K$1.81M
Casella Waste Systems, Inc.CWST43K$4.17M
nVent Electric plcNVT43.12K$7.31M
Amazon.com, Inc.AMZN43.24K$10.31M
Diebold Nixdorf, IncorporatedDBD45K$3.83M
Tenet Healthcare CorporationTHC46.91K$8.77M
Avantor, Inc.AVTR50K$495K
Champion Homes, Inc.SKY50K$4.41M
CRH plcCRH50.34K$5.39M
Cardinal Infrastructure Group Inc.CDNL57K$5.37M
ON Semiconductor CorporationON62.61K$5.92M
BorgWarner Inc.BWA65K$4.32M
Masco CorporationMAS71.89K$5.85M
TTM Technologies, Inc.TTMI78.66K$14.71M