Blue Door Asset Management, LLC: 13F holdings
CIK 19091472026Q2
| Positions | 19 |
|---|
| Reported value | $212.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 19 (+2 vs prior quarter) |
|---|
| Reported value | $212.3m (+33.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FLEX LTD | 356,399 | $57.8m | 27.2% |
| WAY WAYSTAR HLDG CORP | 974,000 | $20.0m | 9.4% |
| GXO GXO LOGISTICS INCORPORATED | 354,293 | $18.0m | 8.5% |
| A AGILENT TECHNOLOGIES INC | 131,200 | $17.4m | 8.2% |
| NICE NICE LTD | 153,000 | $13.9m | 6.5% |
| WSC WILLSCOT HLDGS CORP | 277,694 | $8.0m | 3.8% |
| NXT NEXTPOWER INC | 59,809 | $7.1m | 3.4% |
| SMRT SMARTRENT INC | 5,932,081 | $7.1m | 3.3% |
| AGCO AGCO CORP | 55,800 | $6.7m | 3.1% |
| REZI RESIDEO TECHNOLOGIES INC | 210,675 | $6.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909147")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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