account_balance

Investment manager · 13F filer · SEC CIK 2050231

Heights Point Management, LP

Reported value$126Mas of Jun 30, 2026
Positions21 8 new, 8 sold out
Top 10 weight58.4%MRCY alone is 10%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MRCY Mercury Systems Inc 9.8% Trimmed −18%CTRI Centuri Holdings, Inc. 6.6% Added +40%SGI Somnigroup International Inc. 6.2% Added +43%LPLA LPL Financial Holdings Inc. 5.6% New
BLFS Biolife Solutions Inc 5.4% Added +3%
LSCC Lattice Semiconductor Corp 5.1% NewEYE National Vision Holdings, Inc. 5.1% Added +68%GLNG Golar LNG Ltd 5.0% Added +40%SOLS Solstice Advanced Materials Inc. 4.9% Added +15%PFGC Performance Food Group Co 4.9% Trimmed −23%JHX James Hardie Industries PLC 4.8% Added +12%GIL Gildan Activewear Inc. 4.7% Added +43%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist