Heights Point Management, LP

Fundamental concentrated ★Signal CIK 2050231
League rank
#362
in Fundamental concentrated · #861 overall
Long book
$107.9M
Q1 2026
Positions
21
Top-10 weight
62%
concentration
Last quarter
+17.8%
SPY +14.8%
Turnover
65%
of book per quarter

Strategy in plain words

auto-generated from filings

Heights Point Management, LP is a concentrated fundamental stock-picker, running a $107.9M US long book across 21 positions.

The portfolio is concentrated: the top 10 names carry 62% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ENVIRI CORP, MERCURY SYSTEMS INC, PERFORMANCE FOOD GROUP CO, CENTURI HOLDINGS INC, ENTEGRIS INC.

We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
+3.0%
Q1 2026
+17.8%

Sector allocation

Utilities
29%
Industrials
17%
Other
14%
Technology
13%
Healthcare
11%
Consumer discretionary
6%
Materials
4%
Energy
4%

Long book by quarter

$117.2M
Q4 2025
$107.9M
Q1 2026

What does Heights Point own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVRI ENVIRI CORPUtilities816.9K$16.0M14.9%-11.0%
MRCY MERCURY SYSTEMS INCTechnology121.9K$8.9M8.2%-14.8%
PFGC PERFORMANCE FOOD GROUP COConsumer discretionary71.6K$6.1M5.7%+17.0%
CTRI CENTURI HOLDINGS INCUtilities195.8K$5.7M5.3%New
ENTG ENTEGRIS INCOther45.4K$5.3M4.9%+24.5%
EYE NATIONAL VISION HOLDINGS INCHealthcare199.9K$5.2M4.8%-2.2%
SGI SOMNIGROUP INTERNATIONAL INCOther69.0K$5.1M4.7%+12.2%
TTWO TAKE-TWO INTERACTIVE SOFTWRETechnology25.6K$5.1M4.7%New
GLNG GOLAR LNG LTDIndustrials90.1K$4.9M4.5%New
NFG NATIONAL FUEL GAS COUtilities51.9K$4.9M4.5%New
GLW CORNING INCIndustrials34.8K$4.7M4.4%-46.0%
KNX KNIGHT-SWIFT TRANSPORTATIONIndustrials82.0K$4.7M4.4%-25.3%
SOLS SOLSTICE ADV MATERIALS INCMaterials60.6K$4.6M4.3%-52.6%
BLFS BIOLIFE SOLUTIONS INCHealthcare233.0K$4.4M4.1%+7.1%
GIL GILDAN ACTIVEWEAR INCOther79.7K$4.4M4.1%New
FANG DIAMONDBACK ENERGY INCEnergy22.0K$4.4M4.0%New
JHX JAMES HARDIE IND PLCIndustrials204.7K$3.9M3.6%-25.8%
ICLR ICON PLCHealthcare21.7K$2.4M2.2%New
DTM DT MIDSTREAM INCUtilities17.8K$2.4M2.2%New
CLH CLEAN HARBORS INCUtilities8.3K$2.4M2.2%New
AVO MISSION PRODUCE INCConsumer staples168.5K$2.3M2.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202621$107.9M canonicalSEC ↗
Q4 202513F-HRFeb 13, 202621$117.2M canonicalSEC ↗