EXODUSPOINT CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KTOS | 102K | $9.33M |
 | REKR | 102K | $159.93K |
 | LEA | 102K | $10.22M |
 | ONTO | 101K | $13.01M |
 | GLDD | 101K | $1.21M |
 | GPN | 101K | $8.35M |
 | ADTN | 100K | $942.04K |
 | ALEX | 100K | $1.83M |
 | TALO | 100K | $962.41K |
 | EVH | 100K | $847.95K |
 | CURI | 100K | $531.08K |
 | TSCO | 100K | $5.70M |
 | DAL | 100K | $5.68M |
 | MBX | 100K | $1.75M |
 | XYZ | 100K | $7.23M |
 | ACHC | 99K | $2.46M |
 | LVS | 99K | $5.31M |
 | GLPI | 99K | $4.60M |
 | ARCO | 99K | $666.61K |
 | EIX | 98K | $5.43M |
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
102K
Value
$9.33M
Rekor Systems, Inc.
REKR
Shares Held
102K
Value
$159.93K
Lear Corporation
LEA
Shares Held
102K
Value
$10.22M
Onto Innovation Inc.
ONTO
Shares Held
101K
Value
$13.01M
Great Lakes Dredge & Dock Corporation
GLDD
Shares Held
101K
Value
$1.21M
Global Payments Inc.
GPN
Shares Held
101K
Value
$8.35M
ADTRAN Holdings, Inc.
ADTN
Shares Held
100K
Value
$942.04K
Alexander & Baldwin, Inc.
ALEX
Shares Held
100K
Value
$1.83M
Talos Energy Inc.
TALO
Shares Held
100K
Value
$962.41K
Evolent Health, Inc.
EVH
Shares Held
100K
Value
$847.95K
CuriosityStream Inc.
CURI
Shares Held
100K
Value
$531.08K
Tractor Supply Company
TSCO
Shares Held
100K
Value
$5.70M
Delta Air Lines, Inc.
DAL
Shares Held
100K
Value
$5.68M
MBX Biosciences, Inc. Common Stock
MBX
Shares Held
100K
Value
$1.75M
Block, Inc.
XYZ
Shares Held
100K
Value
$7.23M
Acadia Healthcare Company, Inc.
ACHC
Shares Held
99K
Value
$2.46M
Las Vegas Sands Corp.
LVS
Shares Held
99K
Value
$5.31M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
99K
Value
$4.60M
Arcos Dorados Holdings Inc.
ARCO
Shares Held
99K
Value
$666.61K
Edison International
EIX
Shares Held
98K
Value
$5.43M