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Asset Manager ← All Institutions

BRANT POINT INVESTMENT MANAGEMENT LLC

Q2 2025 · Filed 2025-08-13
Market Value
$427M
+5.6%
Holdings
104
New Purchases
11
Added To
35
Closed
11
Reduced
43
Top 10 Concentration
28.7%
Turnover
21.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FROG 1.18% 0.00% +1.18% $5M
APH 4.05% 2.93% +1.12% $17M
COHR 1.53% 0.48% +1.05% $7M
FLEX 2.66% 1.83% +0.84% $11M
NCNO 0.79% 0.00% +0.79% $3M
BRO 0.78% 0.00% +0.78% $3M
WSBC 3.11% 2.42% +0.69% $13M
HNGE 0.67% 0.00% +0.67% $3M
CLS 1.18% 0.59% +0.60% $5M
META 2.81% 2.26% +0.55% $12M
CHWY 0.55% 0.00% +0.55% $2M
VRT 1.24% 0.71% +0.53% $5M
VNT 1.30% 0.81% +0.49% $6M
ADI 0.83% 0.37% +0.46% $4M
RRX 0.95% 0.53% +0.41% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PYPL 0.00% 1.56% -1.56% $0
FI 2.58% 3.96% -1.38% $11M
GPN 0.42% 1.22% -0.80% $2M
ORLY 3.16% 3.94% -0.79% $13M
DAL 0.00% 0.75% -0.75% $0
ALK 0.34% 1.02% -0.68% $1M
PRMB 0.00% 0.58% -0.58% $0
AZZ 0.00% 0.58% -0.58% $0
AIR 0.00% 0.57% -0.57% $0
SAIA 0.98% 1.55% -0.56% $4M
GPS 0.00% 0.50% -0.50% $0
UNM 1.69% 2.19% -0.50% $7M
KNF 0.84% 1.32% -0.48% $4M
MUSA 0.00% 0.46% -0.46% $0
ROAD 0.93% 1.32% -0.39% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $30M 6.9%
Large Cap 54 $279M 65.4%
Mid Cap 39 $106M 24.9%
Small Cap 7 $12M 2.8%

Portfolio Analytics

Avg Market Cap
$115.5B
Median Market Cap
$12.1B
Avg P/E
35.3
Median P/E
24.0
Avg Dividend Yield
0.01%
Avg Beta
1.11
# Stocks
101
# ETFs / Funds
3

Top Holdings (104 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 APH 4.05% 174,884 $17M $98.75 $5M -5,306 -2.9%
2 ORLY 3.16% 149,520 $13M $90.13 -$2M +138,401 +1244.7%
3 WSBC 3.11% 420,000 $13M $31.63 $3M +103,915 +32.9%
4 META 2.81% 16,228 $12M $738.09 $3M +426 +2.7%
5 FLEX 2.66% 227,521 $11M $49.92 $4M +4,521 +2.0%
6 AJG 2.63% 35,072 $11M $320.12 -$871K +29 +0.1%
7 PFGC 2.61% 127,184 $11M $87.47 $1M -684 -0.5%
8 FI 2.58% 63,821 $11M $172.41 -$5M -8,616 -11.9%
9 THC 2.58% 62,519 $11M $176.00 $2M -2,795 -4.3%
10 USFD 2.48% 137,498 $11M $77.01 $881K -10,806 -7.3%
11 AMZN 2.44% 47,514 $10M $219.39 $2M +1,863 +4.1%
12 LPLA 2.12% 24,115 $9M $374.97 $1M +949 +4.1%
13 ACM 1.83% 69,212 $8M $112.86 $1M -389 -0.6%
14 TMO 1.69% 17,829 $7M $405.46 -$1M +1,032 +6.1%
15 UNM 1.69% 89,453 $7M $80.76 -$2M -19,198 -17.7%
16 SHW 1.58% 19,616 $7M $343.36 -$156K -118 -0.6%
17 TTMI 1.53% 160,288 $7M $40.82 $2M -61,122 -27.6%
18 COHR 1.53% 73,000 $7M $89.21 $5M +43,369 +146.4%
19 WCN 1.51% 34,596 $6M $186.72 -$225K +348 +1.0%
20 GDDY 1.50% 35,551 $6M $180.06 -$20K -93 -0.3%
21 UMBF 1.46% 59,054 $6M $105.16 $2M +14,599 +32.8%
22 CR 1.45% 32,509 $6M $189.89 $1M -138 -0.4%
23 HCA 1.44% 15,981 $6M $383.10 $600K
24 IDXX 1.42% 11,276 $6M $536.34 $862K -1,072 -8.7%
25 NXPI 1.37% 26,815 $6M $218.49 $795K +172 +0.7%
26 CRH.L 1.34% 62,159 $6M $91.80 -$452K -7,841 -11.2%
27 COO 1.32% 79,314 $6M $71.16 -$687K +4,259 +5.7%
28 VNT 1.30% 150,276 $6M $36.90 $2M +51,005 +51.4%
29 VRT 1.24% 41,197 $5M $128.41 $2M +1,354 +3.4%
30 MAS 1.22% 80,620 $5M $64.36 -$700K -4,061 -4.8%
31 CLH 1.19% 22,001 $5M $231.18 -$755K -7,633 -25.8%
32 CLS 1.18% 32,348 $5M $156.11 $3M +2,322 +7.7%
33 FROG 1.18% 115,000 $5M $43.88 +115,000 NEW
34 MOD 1.15% 50,000 $5M $98.50 $1M +2,284 +4.8%
35 KRE 1.13% 81,413 $5M $59.39 $181K -457 -0.6%
36 VSEC 1.12% 36,570 $5M $130.98 $405K +23 +0.1%
37 GOOG 1.11% 26,629 $5M $177.39 $2M +8,689 +48.4%
38 PTC 1.08% 26,804 $5M $172.34 $689K +1,437 +5.7%
39 SARO 1.05% 141,728 $4M $31.65 $490K -8,272 -5.5%
40 ZTS 1.03% 28,248 $4M $155.95 $7K +1,535 +5.8%
41 NVT 1.02% 59,167 $4M $73.25 $1M +2,787 +4.9%
42 KNSL 1.01% 8,893 $4M $483.90 -$25K
43 EQIX 1.01% 5,404 $4M $795.47 -$132K -30 -0.6%
44 SAIA 0.98% 15,277 $4M $273.99 -$2M -2,591 -14.5%
45 ON 0.97% 78,992 $4M $52.41 $918K -182 -0.2%
46 RRX 0.95% 27,876 $4M $144.96 $2M +8,975 +47.5%
47 ROAD 0.93% 37,176 $4M $106.28 -$1M -36,907 -49.8%
48 SSB 0.92% 42,785 $4M $92.03 $484K +5,574 +15.0%
49 TSCO 0.86% 69,463 $4M $52.74 $44K +3,770 +5.7%
50 KNF 0.84% 43,953 $4M $81.64 -$2M -15,317 -25.8%
51 WCC 0.83% 19,203 $4M $185.20 $2M +8,203 +74.6%
52 ADI 0.83% 14,888 $4M $237.98 $2M +7,399 +98.8%
53 XBI 0.80% 41,242 $3M $82.93 -$573K -7,992 -16.2%
54 NCNO 0.79% 120,000 $3M $27.98 +120,000 NEW
55 BRO 0.78% 30,000 $3M $110.87 +30,000 NEW
56 CWST 0.73% 27,080 $3M $115.38 $75K -270 -1.0%
57 ODFL 0.71% 18,774 $3M $162.33 -$64K -31 -0.2%
58 HNGE 0.67% 55,000 $3M $51.75 +55,000 NEW
59 YUM 0.66% 19,074 $3M $148.18 $966K +7,250 +61.3%
60 WAL 0.61% 33,409 $3M $77.98 $88K +645 +2.0%
61 SCI 0.61% 32,000 $3M $81.40 -$1M -14,329 -30.9%
62 PRI 0.60% 9,347 $3M $273.67 $169K +951 +11.3%
63 CHDN 0.59% 24,953 $3M $101.00 -$251K
64 SSNC 0.58% 29,824 $2M $82.80 -$1M -12,123 -28.9%
65 TREX 0.57% 45,020 $2M $54.38 -$995K -14,251 -24.0%
66 CHE 0.57% 5,000 $2M $486.93 -$1M -742 -12.9%
67 HD 0.56% 6,500 $2M $366.64 $1M +3,536 +119.3%
68 CHWY 0.55% 55,038 $2M $42.62 +55,038 NEW
69 NICE 0.51% 12,958 $2M $168.91 $191K
70 PAHC 0.51% 85,455 $2M $25.54 -$33K -18,269 -17.6%
71 GUSH 0.50% 93,363 $2M $22.75 -$399K -527 -0.6%
72 SEAS 0.49% 44,709 $2M $47.15 -$1M -29,378 -39.6%
73 BCO 0.49% 23,222 $2M $89.29 $90K +200 +0.9%
74 SCHW 0.43% 20,000 $2M $91.24 -$493K -9,610 -32.5%
75 GPN 0.42% 22,262 $2M $80.04 -$3M -28,135 -55.8%
76 CACI 0.41% 3,669 $2M $476.70 $725K +877 +31.4%
77 SKWD 0.40% 29,702 $2M $57.79 $1M +19,822 +200.6%
78 GRDN 0.35% 70,210 $1M $21.31 +70,210 NEW
79 ALK 0.34% 29,617 $1M $49.48 -$3M -54,340 -64.7%
80 POOL 0.33% 4,891 $1M $291.48 -$461K -1,035 -17.5%
81 OSIS 0.32% 6,000 $1M $224.76 -$1M -6,840 -53.3%
82 ICLR 0.24% 7,000 $1M $145.45 -$1M -7,000 -50.0%
83 APG 0.23% 19,636 $1M $51.05 $296K -117 -0.6%
84 BHB 0.22% 31,700 $950K $29.96 $367K +11,943 +60.5%
85 UBER 0.22% 10,000 $933K $93.30 +10,000 NEW
86 AAMI 0.22% 26,404 $930K $35.24 +26,404 NEW
87 TPR 0.20% 9,817 $862K $87.81 $167K -59 -0.6%
88 MD 0.18% 54,007 $775K $14.35 -$12K -320 -0.6%
89 DNOW 0.17% 50,000 $742K $14.83 +50,000 NEW
90 GMED 0.14% 10,000 $590K $59.02 +10,000 NEW
91 ARMK 0.10% 10,000 $419K $41.87 +10,000 NEW
92 IESC 0.08% 1,200 $355K $296.23 -$1M -7,690 -86.5%
93 VSCO 0.05% 10,460 $194K $18.52 -$1M -78,435 -88.2%
94 PRMB —% -$2M -66,069 -100.0% SOLD
95 FTDR —% -$789K -20,543 -100.0% SOLD
96 DAL —% -$3M -69,149 -100.0% SOLD
97 MUSA —% -$2M -3,951 -100.0% SOLD
98 ICUI —% -$1M -9,000 -100.0% SOLD
99 PBI —% -$536K -59,270 -100.0% SOLD
100 PYPL —% -$6M -96,639 -100.0% SOLD

Options Breakdown

14 Calls $58M Call Value 25 Puts $116M Put Value 1.99 P/C Ratio

Top Calls

SymbolSharesValueStatus
IWM 2,400 $52M
GMED 521 $3M NEW
AZZ 200 $2M NEW
ADI 50 $1M NEW
SPY 2,700 $167K
SEAS $0 SOLD
TEAM $0 SOLD
CART $0 SOLD
TPR $0 SOLD
FTDR $0 SOLD

Top Puts

SymbolSharesValueStatus
IWM 4,250 $92M
FI 591 $10M
THC 300 $5M
VSEC 200 $3M NEW
FROG 500 $2M NEW
HCA 50 $2M
AJG 50 $2M
SPY 2,000 $124K
MDY 800 $45K
EQIX 60 $5K NEW

New Positions

SymbolValue% Port
FROG $5M 1.18%
NCNO $3M 0.79%
BRO $3M 0.78%
HNGE $3M 0.67%
CHWY $2M 0.55%
GRDN $1M 0.35%
UBER $933K 0.22%
AAMI $930K 0.22%
DNOW $742K 0.17%
GMED $590K 0.14%
ARMK $419K 0.10%

Sold Out Positions

SymbolValue% Port
AIR —%
MUSA —%
PRMB —%
PBI —%
AZZ —%
BBWI —%
DAL —%
FTDR —%
ICUI —%
PYPL —%
GPS —%
View SEC EDGAR Filings for BRANT POINT INVESTMENT MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms