Stock Taper 
BLUE DOOR ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cavco Industries, Inc. | CVCO | 2.16K | $1.33M |
 F5, Inc. | FFIV | 8.38K | $3.49M |
 AGCO Corporation | AGCO | 55.8K | $6.68M |
 ePlus inc. | PLUS | 58.94K | $4.91M |
 Nextpower Inc. | NXT | 59.81K | $7.13M |
 Champion Homes, Inc. | SKY | 72.97K | $6.43M |
 GE HealthCare Technologies Inc. | GEHC | 74.7K | $4.78M |
 Agilent Technologies, Inc. | A | 131.2K | $17.43M |
 NICE Ltd. | NICE | 153K | $13.9M |
 Resideo Technologies, Inc. | REZI | 210.68K | $6.55M |
 Graphic Packaging Holding Company | GPK | 215.8K | $2.28M |
 WillScot Holdings Corporation | WSC | 277.69K | $8.01M |
 GXO Logistics, Inc. | GXO | 354.29K | $17.96M |
 Flex Ltd. | FLEX | 356.4K | $57.76M |
 Waystar Holding Corp. | WAY | 974K | $20M |