Blue Door Asset Management, LLC
Blue Door Asset Management, LLC reported 21 holdings worth US$212M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Blue Door Asset Management, LLC reported 21 holdings worth US$212M as of Jun 30, 2026. Largest: Waystar Holding Corp., Gxo Logistics, Inc. and Agilent Technologies, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$212M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Waystar Holding Corp. | 974K | US$20M | 9.4% |
| Gxo Logistics, Inc. | 354K | US$18M | 8.5% |
| Agilent Technologies, Inc. | 131K | US$17.4M | 8.2% |
| Nice Ltd. | 153K | US$13.9M | 6.5% |
| Willscot Holdings Corporation | 278K | US$8.01M | 3.8% |
| Nextpower Inc. | 59,809 | US$7.13M | 3.4% |
| Smartrent, Inc. | 5.93M | US$7.06M | 3.3% |
| Agco Corporation | 55,800 | US$6.68M | 3.1% |
| Resideo Technologies, Inc. | 211K | US$6.55M | 3.1% |
| Champion Homes, Inc. | 72,974 | US$6.43M | 3.0% |
| Eplus Inc. | 58,938 | US$4.91M | 2.3% |
| Ge Healthcare Technologies Inc. | 74,700 | US$4.78M | 2.3% |
| F5, Inc. | 8,380 | US$3.49M | 1.6% |
| Graphic Packaging Holding Company | 216K | US$2.28M | 1.1% |
| Cavco Industries, Inc. | 2,160 | US$1.33M | 0.63% |
| Inseego Corp. | 0 | US$0 | 0.00% |
| On Semiconductor Corporation | 0 | US$0 | 0.00% |
| Tutor Perini Corporation | 0 | US$0 | 0.00% |