StockDriftsStockDriftsTop 21 Heights Point Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVRI | ENVIRI CORP | 14.86% | 816.9K | $16.0M | -10.97%(-100.67K) | $15.30(+47.60%) | 2026-03-31 | |
| MRCY | MERCURY SYS INC | 8.24% | 121.9K | $8.9M | -14.80%(-21.17K) | $75.21(+67.82%) | 2026-03-31 | |
| PFGC | PERFORMANCE FOOD GROUP CO | 5.68% | 71.6K | $6.1M | +17.04%(+10.42K) | $95.64(+18.24%) | 2026-03-31 | |
| CTRI | CENTURI HOLDINGS INC | 5.3% | 195.8K | $5.7M | new | $27.23(+0.59%) | 2026-03-31 | |
| ENTG | ENTEGRIS INC | 4.94% | 45.4K | $5.3M | +24.46%(+8.93K) | $90.79(+61.54%) | 2026-03-31 | |
| EYE | NATIONAL VISION HLDGS INC | 4.8% | 199.9K | $5.2M | -2.16%(-4.41K) | $27.51(-28.16%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 4.73% | 69.0K | $5.1M | +12.23%(+7.52K) | $86.24(-9.05%) | 2026-03-31 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 4.68% | 25.6K | $5.1M | new | $226.76(+12.45%) | 2026-03-31 | |
| GLNG | GOLAR LNG LTD | 4.52% | 90.1K | $4.9M | new | $45.66(+7.34%) | 2026-03-31 | |
| NFG | NATIONAL FUEL GAS CO | 4.52% | 51.9K | $4.9M | new | $87.01(-8.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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