§ 13F · FUND PROFILE
Heights Point Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 21Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$117.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVRI | ENVIRI CORP | 918K | $16.4T | 14.0% | NEW |
| 2 | MRCY | MERCURY SYS INC | 143K | $10.4T | 8.9% | NEW |
| 3 | SOLS | SOLSTICE ADVANCED MATLS INC | 128K | $6.2T | 5.3% | NEW |
| 4 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 110K | $5.7T | 4.9% | NEW |
| 5 | JHX | JAMES HARDIE INDS PLC | 276K | $5.7T | 4.9% | NEW |
| 6 | GLW | CORNING INC | 64K | $5.6T | 4.8% | NEW |
| 7 | STVN | STEVANATO GROUP S P A | 276K | $5.5T | 4.7% | NEW |
| 8 | PFGC | PERFORMANCE FOOD GROUP CO | 61K | $5.5T | 4.7% | NEW |
| 9 | SGI | SOMNIGROUP INTERNATIONAL INC | 61K | $5.5T | 4.7% | NEW |
| 10 | ALK | ALASKA AIR GROUP INC | 109K | $5.5T | 4.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HEIGHTS SIGNAL
AC read
Heights Point Management, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed