Holdings
Brant Point Investment Management LLC
As of Jun 30, 2026, Brant Point Investment Management LLC reported 85 positions worth US$390M. Largest: Amphenol Corporation, Ttm Technologies, Inc. and Us Foods Holding Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amphenol Corporation | 117K | US$20.7M | −6,725 | Jun 30, 2026 |
| Ttm Technologies, Inc. | 78,661 | US$14.7M | +661 | Jun 30, 2026 |
| Us Foods Holding Corp. | 125K | US$12.8M | no change | Jun 30, 2026 |
| O'reilly Automotive, Inc. | 137K | US$12.6M | −908 | Jun 30, 2026 |
| Modine Manufacturing Company | 41,326 | US$11M | +2,464 | Jun 30, 2026 |
| Performance Food Group Company | 97,548 | US$10.9M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 43,238 | US$10.3M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 28,439 | US$10.2M | −228 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 28,693 | US$9.61M | −3,709 | Jun 30, 2026 |
| Tenet Healthcare Corporation | 46,905 | US$8.77M | −3,405 | Jun 30, 2026 |