DOSSIER · 13F-HR · Q1 2026

Heights Point Management, LP

$108M in tracked AUM across 21 positions as of Q1 2026.

HP
CIK 0002050231 · last filed Mar 31, 2026
Total AUM
$108M
as of Q1 2026
Holdings
21
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Heights Point Management, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVRI
ENVIRI CORP
$16M817K14.9%
02
MRCY
MERCURY SYS INC
$9M122K8.2%
03
PFGC
PERFORMANCE FOOD GROUP CO
$6M72K5.7%
04
CTRI
CENTURI HOLDINGS INC
$6M196K5.3%
05
ENTG
ENTEGRIS INC
$5M45K4.9%
06
EYE
NATIONAL VISION HLDGS INC
$5M200K4.8%
07
SGI
SOMNIGROUP INTERNATIONAL INC
$5M69K4.7%
08
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
$5M26K4.7%
09
G9456A100
GOLAR LNG LTD
$5M90K4.5%
10
NFG
NATIONAL FUEL GAS CO
$5M52K4.5%

Filing history

2026Q1Mar 31
$108M 8.0%
21 positionsView →
2025Q4Dec 31
$117M
21 positionsView →