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Heights Point Management, LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    21

  • Value ($000)

    $107,862

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002050231
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVRI

ENVIRI CORP

COM
415864107
$16.03M
15 %

816,900

M
MRCY

MERCURY SYS INC

COM
589378108
$8.89M
8 %

121,898

P
PFGC

PERFORMANCE FOOD GROUP CO

COM
71377A103
$6.13M
6 %

71,571

C
CTRI

CENTURI HOLDINGS INC

COM SHS
155923105
$5.72M
5 %

195,830

E
ENQ

ENTEGRIS INC

COM
29362U104
$5.33M
5 %

45,433

---

NATIONAL VISION HLDGS INC

COM
63845R107
$5.18M
5 %

199,911

T
TPD

SOMNIGROUP INTERNATIONAL INC

COM
88023U101
$5.1M
5 %

68,953

T
TTWO

TAKE-TWO INTERACTIVE SOFTWAR

COM
874054109
$5.05M
5 %

25,571

---

GOLAR LNG LTD

SHS
G9456A100
$4.88M
5 %

90,142

N
NFG

NATIONAL FUEL GAS CO

COM
636180101
$4.87M
5 %

51,880

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