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Heights Point Management, LP

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    21

  • Value ($000)

    $117,248

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVRI

ENVIRI CORP

COM
415864107
$16.44M
14 %

917,573

M
MRCY

MERCURY SYS INC

COM
589378108
$10.45M
9 %

143,068

---

SOLSTICE ADVANCED MATLS INC

COM SHS
83443Q103
$6.21M
5 %

127,790

K
KNX

KNIGHT-SWIFT TRANSN HLDGS IN

CL A
499049104
$5.74M
5 %

109,816

---

JAMES HARDIE INDS PLC

ORD SHS
G4253H101
$5.73M
5 %

276,010

G
GLW

CORNING INC

COM
219350105
$5.64M
5 %

64,434

---

STEVANATO GROUP S P A

ORD SHS
T9224W109
$5.54M
5 %

275,565

P
PFGC

PERFORMANCE FOOD GROUP CO

COM
71377A103
$5.5M
5 %

61,149

T
TPD

SOMNIGROUP INTERNATIONAL INC

COM
88023U101
$5.49M
5 %

61,437

A
ALK

ALASKA AIR GROUP INC

COM
011659109
$5.48M
5 %

108,980

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