Heights Point Management, LP
- SEC CIK
- 0002050231
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only.
- Positions
- 21
- No filing for Q3 2025
- Portfolio value
- $117.2M
- No filing for Q3 2025
Heights Point Management, LP did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVRIEnviri Corp | COM | 917,573 | $16.4M | 14.0% | – | – | History |
| MRCYMercury Systems Inc | COM | 143,068 | $10.4M | 8.9% | – | – | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 127,790 | $6.21M | 5.3% | – | – | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 109,816 | $5.74M | 4.9% | – | – | History |
| JHXJames Hardie Industries plc | Stock | 276,010 | $5.73M | 4.9% | – | – | History |
| GLWCorning Inc | COM | 64,434 | $5.64M | 4.8% | – | – | History |
| STVNStevanato Group S.p.A. | ORD SHS | 275,565 | $5.54M | 4.7% | – | – | History |
| PFGCPerformance Food Group Co | COM | 61,149 | $5.50M | 4.7% | – | – | History |
| SGISomnigroup International Inc. | COM | 61,437 | $5.49M | 4.7% | – | – | History |
| ALKAlaska Air Group, Inc. | COM | 108,980 | $5.48M | 4.7% | – | – | History |
| EYENational Vision Holdings, Inc. | COM | 204,320 | $5.28M | 4.5% | – | – | History |
| BLFSBiolife Solutions Inc | COM NEW | 217,548 | $5.26M | 4.5% | – | – | History |
| LSCCLattice Semiconductor Corp | COM | 71,320 | $5.25M | 4.5% | – | – | History |
| WTWWillis Towers Watson PLC | SHS | 14,676 | $4.82M | 4.1% | – | – | History |
| WHDCactus, Inc. | CL A | 105,564 | $4.82M | 4.1% | – | – | History |
| DCHDauch Corp | COM | 696,536 | $4.46M | 3.8% | – | – | History |
| BJRIBJs RESTAURANTS INC | COM | 103,283 | $4.07M | 3.5% | – | – | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 34,770 | $3.22M | 2.7% | – | – | History |
| ENTGEntegris Inc | COM | 36,505 | $3.08M | 2.6% | – | – | History |
| FOURShift4 Payments, Inc. | CL A | 47,559 | $2.99M | 2.6% | – | – | History |
| BILLBILL Holdings, Inc. | Stock | 32,560 | $1.78M | 1.5% | – | – | History |