EXODUSPOINT CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LII | 26K | $13.51M |
 | VREX | 25K | $313.24K |
 | AEVA | 25K | $365.44K |
 | CAVA | 25K | $1.52M |
 | TKR | 25K | $1.89M |
 | CROX | 25K | $2.09M |
 | EXEL | 25K | $1.03M |
 | ASND | 25K | $4.92M |
 | SAFT | 25K | $1.74M |
 | HEI | 25K | $7.95M |
 | ALNT | 25K | $1.10M |
 | FRME | 25K | $924.97K |
 | PCH | 25K | $999.39K |
 | AFL | 24K | $2.72M |
 | OMCL | 24K | $735.82K |
 | ELS | 24K | $1.46M |
 | DSGR | 24K | $724.06K |
 | COLB | 24K | $617.99K |
 | CINF | 24K | $3.79M |
 | KREF | 24K | $214.88K |
Lennox International Inc.
LII
Shares Held
26K
Value
$13.51M
Varex Imaging Corporation
VREX
Shares Held
25K
Value
$313.24K
Aeva Technologies, Inc.
AEVA
Shares Held
25K
Value
$365.44K
CAVA Group, Inc.
CAVA
Shares Held
25K
Value
$1.52M
The Timken Company
TKR
Shares Held
25K
Value
$1.89M
Crocs, Inc.
CROX
Shares Held
25K
Value
$2.09M
Exelixis, Inc.
EXEL
Shares Held
25K
Value
$1.03M
Ascendis Pharma A/S
ASND
Shares Held
25K
Value
$4.92M
Safety Insurance Group, Inc.
SAFT
Shares Held
25K
Value
$1.74M
HEICO Corporation
HEI
Shares Held
25K
Value
$7.95M
Allient Inc.
ALNT
Shares Held
25K
Value
$1.10M
First Merchants Corporation
FRME
Shares Held
25K
Value
$924.97K
PotlatchDeltic Corporation
PCH
Shares Held
25K
Value
$999.39K
Aflac Incorporated
AFL
Shares Held
24K
Value
$2.72M
Omnicell, Inc.
OMCL
Shares Held
24K
Value
$735.82K
Equity LifeStyle Properties, Inc.
ELS
Shares Held
24K
Value
$1.46M
Distribution Solutions Group, Inc.
DSGR
Shares Held
24K
Value
$724.06K
Columbia Banking System, Inc.
COLB
Shares Held
24K
Value
$617.99K
Cincinnati Financial Corporation
CINF
Shares Held
24K
Value
$3.79M
KKR Real Estate Finance Trust Inc.
KREF
Shares Held
24K
Value
$214.88K