Heights Point Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Heights Point Management, LP held in its portfolio 21 assets valued at $117,248,005 (i.e. $117.25M).

The most valuable assets in the portfolio included: ENVIRI CORP ($16.44M), MERCURY SYS INC ($10.45M), and SOLSTICE ADVANCED MATLS INC ($6.21M).

The chart below shows the top 10 valuable assets, and the table below shows the top 21 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Heights Point Management, LP Portfolio

ENVIRI CORP

MERCURY SYS INC

SOLSTICE ADVANCED MATLS INC

KNIGHT-SWIFT TRANSN HLDGS IN

JAMES HARDIE INDS PLC

CORNING INC

STEVANATO GROUP S P A

PERFORMANCE FOOD GROUP CO

SOMNIGROUP INTERNATIONAL INC

ALASKA AIR GROUP INC

Heights Point Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ENVIRI CORP	917573	16442908	COM
MERCURY SYS INC	143068	10445395	COM
SOLSTICE ADVANCED MATLS INC	127790	6208038	COM SHS
KNIGHT-SWIFT TRANSN HLDGS IN	109816	5741180	CL A
JAMES HARDIE INDS PLC	276010	5727208	ORD SHS
CORNING INC	64434	5641841	COM
STEVANATO GROUP S P A	275565	5544368	ORD SHS
PERFORMANCE FOOD GROUP CO	61149	5498518	COM
SOMNIGROUP INTERNATIONAL INC	61437	5485095	COM
ALASKA AIR GROUP INC	108980	5481694	COM
NATIONAL VISION HLDGS INC	204320	5275542	COM
BIOLIFE SOLUTIONS INC	217548	5260311	COM NEW
LATTICE SEMICONDUCTOR CORP	71320	5247726	COM
WILLIS TOWERS WATSON PLC LTD	14676	4822534	SHS
CACTUS INC	105564	4822164	CL A
AMERICAN AXLE & MFG HLDGS IN	696536	4464796	COM
BJS RESTAURANTS INC	103283	4069350	COM
SILICON MOTION TECHNOLOGY CO	34770	3223179	SPONSORED ADR
ENTEGRIS INC	36505	3075546	COM
SHIFT4 PMTS INC	47559	2994790	CL A
BILL HOLDINGS INC	32560	1775822	COM