Stock Taper 
BRANT POINT INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOG | 25.75K | $9.1M |
 Construction Partners, Inc. | ROAD | 25.36K | $3.01M |
 Sensata Technologies Holding plc | ST | 25K | $1.19M |
 Sensient Technologies Corporation | SXT | 25K | $3.08M |
 Ollie's Bargain Outlet Holdings, Inc. | OLLI | 25K | $1.92M |
 Arthur J. Gallagher & Co. | AJG | 24.73K | $5.68M |
 Generac Holdings Inc. | GNRC | 21.5K | $6.3M |
 NXP Semiconductors N.V. | NXPI | 21.46K | $6.01M |
 Zoetis Inc. | ZTS | 20.07K | $1.44M |
 CDW Corporation | CDW | 20K | $2.81M |
 Clean Harbors, Inc. | CLH | 19.04K | $5.69M |
 FirstCash Holdings, Inc | FCFS | 19K | $4.11M |
 Thermo Fisher Scientific Inc. | TMO | 17.22K | $8.63M |
 The Sherwin-Williams Company | SHW | 16.49K | $5.68M |
 Old Dominion Freight Line, Inc. | ODFL | 16.36K | $3.54M |
 Yum! Brands, Inc. | YUM | 15.94K | $2.55M |
 Coherent, Inc. | COHR | 15.47K | $6.1M |
 Saia, Inc. | SAIA | 15.26K | $6.43M |
 Welltower Inc. | WELL | 15.01K | $3.41M |
 Littelfuse, Inc. | LFUS | 15K | $6.83M |