StockDriftsStockDriftsTop 16 Blue Door Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLEX | FLEXTRONICS INTL LTD | 17.99% | 420.4K | $27.5M | +8.10%(+31.50K) | $19.63(+602.40%) | 2026-03-31 | |
| NXT | NEXTPOWER INC | 11.9% | 151.0K | $18.2M | +0.00%(+0) | $40.38(+257.29%) | 2026-03-31 | |
| WAY | WAYSTAR HLDG CORP | 11.22% | 711.8K | $17.2M | +76.93%(+309.50K) | $32.79(-45.31%) | 2026-03-31 | |
| SKY | CHAMPION HOMES INC | 10.82% | 222.6K | $16.6M | +70.20%(+91.80K) | $75.11(-11.76%) | 2026-03-31 | |
| A | AGILENT TECHNOLOGIES INC | 8.04% | 107.9K | $12.3M | new | $125.03(-10.66%) | 2026-03-31 | |
| NICE | NICE LTD | 6.92% | 96.0K | $10.6M | -32.82%(-46.90K) | $140.81(-36.25%) | 2026-03-31 | |
| AGCO | AGCO CORP | 6.29% | 83.1K | $9.6M | -10.74%(-10.00K) | $103.22(+9.74%) | 2026-03-31 | |
| SMRT | SMARTRENT INC | 5.82% | 5.93M | $8.9M | +5.26%(+296.42K) | $2.78(-59.66%) | 2026-03-31 | |
| REZI | RESIDEO TECHNOLOGIES INC | 4.54% | 206.2K | $7.0M | new | $34.41(-17.62%) | 2026-03-31 | |
| ON | ON SEMICONDUCTOR CORP | 3.51% | 86.7K | $5.4M | +49.48%(+28.70K) | $53.82(+110.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.82% | +39.81% |
| Top 20 Holdings Unweighted | +13.40% | +45.83% |
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