Holdings
Blue Door Asset Management, LLC
As of Jun 30, 2026, Blue Door Asset Management, LLC reported 15 positions worth US$128M. Largest: Waystar Holding Corp., Gxo Logistics, Inc. and Agilent Technologies, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Waystar Holding Corp. | 974K | US$20M | +262K | Jun 30, 2026 |
| Gxo Logistics, Inc. | 354K | US$18M | new | Jun 30, 2026 |
| Agilent Technologies, Inc. | 131K | US$17.4M | +23,300 | Jun 30, 2026 |
| Nice Ltd. | 153K | US$13.9M | +57,000 | Jun 30, 2026 |
| Willscot Holdings Corporation | 278K | US$8.01M | +113K | Jun 30, 2026 |
| Nextpower Inc. | 59,809 | US$7.13M | −91,191 | Jun 30, 2026 |
| Smartrent, Inc. | 5.93M | US$7.06M | no change | Jun 30, 2026 |
| Agco Corporation | 55,800 | US$6.68M | −27,300 | Jun 30, 2026 |
| Resideo Technologies, Inc. | 211K | US$6.55M | +4,500 | Jun 30, 2026 |
| Champion Homes, Inc. | 72,974 | US$6.43M | −150K | Jun 30, 2026 |