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Asset Manager ← All Institutions

BRANT POINT INVESTMENT MANAGEMENT LLC

Q3 2025 · Filed 2025-11-13
Market Value
$436M
+2.3%
Holdings
112
+8
New Purchases
19
Added To
20
Closed
15
Reduced
39
Top 10 Concentration
28.9%
Turnover
30.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RBC 1.52% 0.00% +1.52% $7M
GLW 1.37% 0.00% +1.37% $6M
LFUS 1.25% 0.00% +1.25% $5M
TRMB 1.03% 0.00% +1.03% $4M
ITB 0.74% 0.00% +0.74% $3M
FTDR 0.69% 0.00% +0.69% $3M
APH 4.64% 4.05% +0.59% $20M
REZI 0.54% 0.00% +0.54% $2M
ALK 0.86% 0.34% +0.51% $4M
GOOGL 0.45% 0.00% +0.45% $2M
AAMI 0.66% 0.22% +0.44% $3M
SKY 0.44% 0.00% +0.44% $2M
MOD 1.59% 1.15% +0.44% $7M
PFGC 3.03% 2.61% +0.42% $13M
WELL 0.41% 0.00% +0.41% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UNM 0.00% 1.69% -1.69% $0
GDDY 0.00% 1.50% -1.50% $0
WSBC 2.15% 3.11% -0.96% $9M
SSB 0.00% 0.92% -0.92% $0
FI 1.70% 2.58% -0.88% $7M
VNT 0.48% 1.30% -0.82% $2M
SCI 0.00% 0.61% -0.61% $0
CHE 0.00% 0.57% -0.57% $0
CHWY 0.00% 0.55% -0.55% $0
COHR 0.99% 1.53% -0.54% $4M
SARO 0.56% 1.05% -0.49% $2M
KNSL 0.53% 1.01% -0.48% $2M
BRO 0.30% 0.78% -0.48% $1M
ZTS 0.56% 1.03% -0.47% $2M
SKWD 0.00% 0.40% -0.40% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $35M 8.0%
Large Cap 60 $294M 67.4%
Mid Cap 38 $100M 22.9%
Small Cap 9 $8M 1.8%

Portfolio Analytics

Avg Market Cap
$152.1B
Median Market Cap
$12.7B
Avg P/E
36.8
Median P/E
27.9
Avg Dividend Yield
0.01%
Avg Beta
1.11
# Stocks
108
# ETFs / Funds
4

Top Holdings (112 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 APH 4.64% 163,518 $20M $123.75 $3M -11,366 -6.5%
2 ORLY 3.53% 142,770 $15M $107.81 $2M -6,750 -4.5%
3 PFGC 3.03% 127,184 $13M $104.04 $2M
4 FLEX 2.96% 222,521 $13M $57.97 $2M -5,000 -2.2%
5 META 2.73% 16,228 $12M $734.38 -$60K
6 AMZN 2.55% 50,655 $11M $219.57 $698K +3,141 +6.6%
7 AJG 2.49% 35,072 $11M $309.74 -$364K
8 USFD 2.43% 138,140 $11M $76.62 -$4K +642 +0.5%
9 THC 2.39% 51,439 $10M $203.04 -$559K -11,080 -17.7%
10 WSBC 2.15% 294,095 $9M $31.93 -$4M -125,905 -30.0%
11 LPLA 1.85% 24,315 $8M $332.69 -$953K +200 +0.8%
12 TMO 1.76% 15,829 $8M $485.02 $448K -2,000 -11.2%
13 ACM 1.73% 58,102 $8M $130.27 -$242K -11,110 -16.1%
14 FI 1.70% 57,679 $7M $128.93 -$4M -6,142 -9.6%
15 MOD 1.59% 48,842 $7M $142.16 $2M -1,158 -2.3%
16 HCA 1.56% 15,981 $7M $426.20 $689K
17 SHW 1.56% 19,616 $7M $346.26 $57K
18 CLS 1.55% 27,384 $7M $246.38 $2M -4,964 -15.3%
19 RBC 1.52% 17,000 $7M $390.29 +17,000 NEW
20 GOOG 1.49% 26,629 $6M $243.55 $2M
21 UMBF 1.47% 54,054 $6M $118.35 $187K -5,000 -8.5%
22 CRH.L 1.45% 52,921 $6M $119.90 $639K -9,238 -14.9%
23 IDXX 1.45% 9,884 $6M $638.80 $266K -1,392 -12.3%
24 NXPI 1.43% 27,431 $6M $227.77 $389K +616 +2.3%
25 WCN 1.39% 34,596 $6M $175.80 -$378K
26 GLW 1.37% 72,934 $6M $82.03 +72,934 NEW
27 VSEC 1.34% 35,179 $6M $166.24 $1M -1,391 -3.8%
28 MAS 1.31% 81,077 $6M $70.39 $518K +457 +0.6%
29 CR 1.26% 29,854 $5M $184.14 -$676K -2,655 -8.2%
30 TTMI 1.25% 95,000 $5M $57.60 -$1M -65,288 -40.7%
31 LFUS 1.25% 21,000 $5M $259.01 +21,000 NEW
32 VRT 1.23% 35,500 $5M $150.86 $65K -5,697 -13.8%
33 COO 1.23% 78,078 $5M $68.56 -$291K -1,236 -1.6%
34 CLH 1.18% 22,224 $5M $232.22 $75K +223 +1.0%
35 PTC 1.18% 25,304 $5M $203.02 $518K -1,500 -5.6%
36 EQIX 1.15% 6,404 $5M $782.97 $715K +1,000 +18.5%
37 SAIA 1.06% 15,447 $5M $299.36 $438K +170 +1.1%
38 KRE 1.04% 71,413 $5M $63.30 -$315K -10,000 -12.3%
39 TRMB 1.03% 55,000 $4M $81.65 +55,000 NEW
40 ROAD 1.02% 35,176 $4M $127.00 $516K -2,000 -5.4%
41 NVT 1.00% 44,167 $4M $98.64 $23K -15,000 -25.4%
42 COHR 0.99% 40,000 $4M $107.72 -$2M -33,000 -45.2%
43 XBI 0.95% 41,242 $4M $100.20 $712K
44 PRI 0.93% 14,677 $4M $277.59 $2M +5,330 +57.0%
45 FROG 0.92% 85,000 $4M $47.33 -$1M -30,000 -26.1%
46 TSCO 0.90% 69,463 $4M $56.85 $285K
47 ON 0.89% 78,992 $4M $49.31 -$245K
48 RRX 0.89% 27,000 $4M $143.44 -$168K -876 -3.1%
49 ALK 0.86% 75,000 $4M $49.78 $2M +45,383 +153.2%
50 ADI 0.84% 14,888 $4M $245.62 $114K
51 WCC 0.79% 16,203 $3M $211.50 -$129K -3,000 -15.6%
52 KNF 0.77% 43,953 $3M $76.87 -$210K
53 SCHW 0.77% 35,000 $3M $95.47 $2M +15,000 +75.0%
54 HD 0.74% 8,000 $3M $405.19 $858K +1,500 +23.1%
55 ITB 0.74% 30,000 $3M $107.25 +30,000 NEW
56 FTDR 0.69% 45,000 $3M $67.29 +45,000 NEW
57 YUM 0.67% 19,100 $3M $152.00 $77K +26 +0.1%
58 AAMI 0.66% 60,000 $3M $48.16 $2M +33,596 +127.2%
59 BCO 0.63% 23,502 $3M $116.86 $673K +280 +1.2%
60 SSNC 0.61% 29,824 $3M $88.76 $178K
61 ODFL 0.61% 18,774 $3M $140.78 -$405K
62 CWST 0.59% 27,080 $3M $94.88 -$555K
63 SARO 0.56% 89,780 $2M $27.29 -$2M -51,948 -36.6%
64 WAL 0.56% 28,124 $2M $86.72 -$166K -5,285 -15.8%
65 ZTS 0.56% 16,648 $2M $146.32 -$2M -11,600 -41.1%
66 REZI 0.54% 55,000 $2M $43.18 +55,000 NEW
67 POOL 0.53% 7,446 $2M $310.07 $883K +2,555 +52.2%
68 GUSH 0.53% 93,363 $2M $24.59 $172K
69 KNSL 0.53% 5,393 $2M $425.26 -$2M -3,500 -39.4%
70 NCNO 0.50% 80,000 $2M $27.12 -$1M -40,000 -33.3%
71 VNT 0.48% 50,000 $2M $41.97 -$3M -100,276 -66.7%
72 PAHC 0.46% 50,000 $2M $40.46 -$160K -35,455 -41.5%
73 HNGE 0.45% 40,000 $2M $49.08 -$883K -15,000 -27.3%
74 GOOGL 0.45% 8,000 $2M $243.10 +8,000 NEW
75 SKY 0.44% 25,000 $2M $76.37 +25,000 NEW
76 NICE 0.43% 12,958 $2M $144.78 -$313K
77 GPN 0.42% 22,262 $2M $83.08 $68K
78 WELL 0.41% 10,000 $2M $178.14 +10,000 NEW
79 ICLR 0.40% 10,000 $2M $175.00 $732K +3,000 +42.9%
80 WH 0.37% 20,000 $2M $79.90 +20,000 NEW
81 LHX 0.35% 5,000 $2M $305.41 +5,000 NEW
82 BRO 0.30% 14,000 $1M $93.79 -$2M -16,000 -53.3%
83 TREX 0.30% 25,020 $1M $51.67 -$1M -20,000 -44.4%
84 CACI 0.28% 2,490 $1M $498.78 -$507K -1,179 -32.1%
85 UBER 0.27% 12,000 $1M $97.97 $243K +2,000 +20.0%
86 TRUP 0.27% 26,872 $1M $43.28 +26,872 NEW
87 TPR 0.25% 9,817 $1M $113.22 $249K
88 SEAS 0.24% 20,000 $1M $51.70 -$1M -24,709 -55.3%
89 APG 0.23% 29,453 $1M $34.37 $10K +9,817 +50.0%
90 CCI 0.22% 10,000 $965K $96.49 +10,000 NEW
91 AIR 0.21% 10,000 $897K $89.67 +10,000 NEW
92 CHDN 0.20% 9,000 $873K $97.01 -$2M -15,953 -63.9%
93 KN 0.16% 30,000 $699K $23.31 +30,000 NEW
94 IESC 0.15% 1,638 $651K $397.65 $296K +438 +36.5%
95 XPO 0.15% 5,000 $646K $129.27 +5,000 NEW
96 GL 0.11% 3,500 $500K $142.97 +3,500 NEW
97 SCHL 0.01% 1,278 $35K $27.38 +1,278 NEW
98 UNM —% -$7M -89,453 -100.0% SOLD
99 SCI —% -$3M -32,000 -100.0% SOLD
100 OSIS —% -$1M -6,000 -100.0% SOLD

Options Breakdown

11 Calls $137M Call Value 21 Puts $338M Put Value 2.47 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 130,000 $87M
IWM 160,000 $39M
CRS 18,100 $4M NEW
AIR 40,000 $4M NEW
RBRK 20,000 $2M NEW
HNGE 20,000 $982K NEW
PTON 100,000 $900K NEW
SCHL 4,000 $110K NEW
ADI $0 SOLD
GMED $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY 190,000 $127M
IWM 470,000 $114M
MDY 60,000 $36M
RSP 80,000 $15M NEW
APH 70,000 $9M NEW
THC 40,000 $8M
ORLY 50,000 $5M NEW
FLEX 80,000 $5M NEW
IDXX 7,100 $5M NEW
META 5,000 $4M NEW

New Positions

SymbolValue% Port
RBC $7M 1.52%
GLW $6M 1.37%
LFUS $5M 1.25%
TRMB $4M 1.03%
ITB $3M 0.74%
FTDR $3M 0.69%
REZI $2M 0.54%
GOOGL $2M 0.45%
SKY $2M 0.44%
WELL $2M 0.41%
WH $2M 0.37%
LHX $2M 0.35%
TRUP $1M 0.27%
CCI $965K 0.22%
AIR $897K 0.21%

Sold Out Positions

SymbolValue% Port
ARMK —%
DNOW —%
GMED —%
CHWY —%
GRDN —%
CHE —%
SCI —%
UNM —%
GDDY —%
SSB —%
VSCO —%
OSIS —%
BHB —%
SKWD —%
MD —%
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