Heights Point Management, LP
NEW YORK NY · SEC CIK 0002050231
$1.26亿2026Q2 申报市值
21持仓数
58.4%前十大占比 · 第一大 9.8%
7 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LPLA 新建仓+$701.30万
RAL 新建仓+$577.63万
NVRI 新建仓+$569.75万
SHC 新建仓+$523.41万
TTMI 新建仓+$485.50万
2026Q2 卖出最多 按季末市值估算
ENVIRI CORP 清仓-$1,602.76万
TTWO 清仓-$505.03万
NFG 清仓-$487.46万
GLW 减仓-$474.92万
KNX 清仓-$472.30万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MRCY | MERCURY SYS INC | $1,227.89万 | 9.77% | 100,375 | -21,523 | -17.7% | -$263.29万 | 减仓 |
| CTRI | CENTURI HOLDINGS INC | $827.30万 | 6.58% | 273,579 | 77,749 | 39.7% | $235.11万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $773.47万 | 6.15% | 98,657 | 29,704 | 43.1% | $232.88万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $701.30万 | 5.58% | 24,897 | 24,897 | — | $701.30万 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC | $674.51万 | 5.37% | 238,850 | 5,872 | 2.5% | $16.58万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $645.17万 | 5.13% | 42,179 | -29,141 | -40.9% | -$445.74万 | 重新持有 |
| EYE | NATIONAL VISION HLDGS INC | $636.92万 | 5.07% | 335,044 | 135,133 | 67.6% | $256.89万 | 加仓 |
| GLNG | GOLAR LNG LTD | $628.24万 | 5.00% | 126,052 | 35,910 | 39.8% | $178.98万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $616.38万 | 4.90% | 69,569 | 9,015 | 14.9% | $79.87万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $614.16万 | 4.89% | 54,939 | -16,632 | -23.2% | -$185.93万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $598.06万 | 4.76% | 228,442 | 23,721 | 11.6% | $62.10万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $589.34万 | 4.69% | 114,213 | 34,469 | 43.2% | $177.86万 | 加仓 |
| RAL | RALLIANT CORP | $577.63万 | 4.60% | 78,450 | 78,450 | — | $577.63万 | 新建仓 |
| NVRI | ENVIRI CORP | $569.75万 | 4.53% | 259,566 | 259,566 | — | $569.75万 | 新建仓 |
| SHC | SOTERA HEALTH CO | $523.41万 | 4.16% | 294,879 | 294,879 | — | $523.41万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $485.50万 | 3.86% | 25,960 | 25,960 | — | $485.50万 | 新建仓 |
| SNDK | SANDISK CORP | $418.37万 | 3.33% | 1,840 | 1,840 | — | $418.37万 | 新建仓 |
| GLW | CORNING INC | $413.72万 | 3.29% | 16,197 | -18,593 | -53.4% | -$474.92万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $353.92万 | 2.82% | 67,800 | -41,180 | -37.8% | -$214.96万 | 重新持有 |
| SW | SMURFIT WESTROCK PLC | $350.28万 | 2.79% | 75,720 | 75,720 | — | $350.28万 | 新建仓 |
| ENTG | ENTEGRIS INC | $345.12万 | 2.75% | 19,188 | -26,245 | -57.8% | -$472.04万 | 减仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -816,900 | -100.0% | -$1,602.76万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -25,571 | -100.0% | -$505.03万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -51,880 | -100.0% | -$487.46万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -82,025 | -100.0% | -$472.30万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -22,045 | -100.0% | -$436.03万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -21,700 | -100.0% | -$240.13万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -17,780 | -100.0% | -$239.44万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -8,340 | -100.0% | -$239.13万 | 清仓 |
| AVO | MISSION PRODUCE INC | $0 | 0.00% | 0 | -168,516 | -100.0% | -$231.88万 | 清仓 |