BLUE DOOR ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMRT | 5.93M | $8.90M |
 | WAY | 712K | $17.16M |
 | FLEX | 420K | $27.52M |
 | INSG | 317K | $3.52M |
 | SKY | 223K | $16.55M |
 | REZI | 206K | $6.95M |
 | WSC | 165K | $2.86M |
 | NXT | 151K | $18.20M |
 | A | 108K | $12.30M |
 | NICE | 96K | $10.58M |
 | ON | 87K | $5.37M |
 | AGCO | 83K | $9.63M |
 | PLUS | 49K | $3.66M |
 | TPC | 41K | $3.13M |
SmartRent, Inc.
SMRT
Shares Held
5.93M
Value
$8.90M
Waystar Holding Corp.
WAY
Shares Held
712K
Value
$17.16M
Flex Ltd.
FLEX
Shares Held
420K
Value
$27.52M
Inseego Corp.
INSG
Shares Held
317K
Value
$3.52M
Champion Homes, Inc.
SKY
Shares Held
223K
Value
$16.55M
Resideo Technologies, Inc.
REZI
Shares Held
206K
Value
$6.95M
WillScot Holdings Corporation
WSC
Shares Held
165K
Value
$2.86M
Nextpower Inc.
NXT
Shares Held
151K
Value
$18.20M
Agilent Technologies, Inc.
A
Shares Held
108K
Value
$12.30M
NICE Ltd.
NICE
Shares Held
96K
Value
$10.58M
ON Semiconductor Corporation
ON
Shares Held
87K
Value
$5.37M
AGCO Corporation
AGCO
Shares Held
83K
Value
$9.63M
ePlus inc.
PLUS
Shares Held
49K
Value
$3.66M
Tutor Perini Corporation
TPC
Shares Held
41K
Value
$3.13M