Heights Point Management, LP
NEW YORK NY · SEC CIK 0002050231
$1.08亿2026Q1 申报市值
21持仓数
62.3%前十大占比 · 第一大 14.9%
10 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CTRI 新建仓+$572.02万
TTWO 新建仓+$505.03万
GLNG 新建仓+$487.76万
NFG 新建仓+$487.46万
GIL 新建仓+$443.78万
2026Q1 卖出最多 按季末市值估算
STVN 清仓-$554.44万
SOLS 减仓-$512.07万
WTW 清仓-$482.25万
WHD 清仓-$482.22万
DCH 清仓-$446.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| STVN | STEVANATO GROUP S P A | $0 | 0.00% | 0 | -275,565 | -100.0% | -$554.44万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -14,676 | -100.0% | -$482.25万 | 清仓 |
| WHD | CACTUS INC | $0 | 0.00% | 0 | -105,564 | -100.0% | -$482.22万 | 清仓 |
| DCH | AMERICAN AXLE & MFG HLDGS IN | $0 | 0.00% | 0 | -696,536 | -100.0% | -$446.48万 | 清仓 |
| BJRI | BJS RESTAURANTS INC | $0 | 0.00% | 0 | -103,283 | -100.0% | -$406.94万 | 清仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $0 | 0.00% | 0 | -34,770 | -100.0% | -$322.32万 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -47,559 | -100.0% | -$299.48万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -32,560 | -100.0% | -$177.58万 | 清仓 |
| AVO | MISSION PRODUCE INC | $231.88万 | 2.15% | 168,516 | 168,516 | — | $231.88万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $239.13万 | 2.22% | 8,340 | 8,340 | — | $239.13万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $239.44万 | 2.22% | 17,780 | 17,780 | — | $239.44万 | 新建仓 |
| ICLR | ICON PLC | $240.13万 | 2.23% | 21,700 | 21,700 | — | $240.13万 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $387.74万 | 3.59% | 204,721 | -71,289 | -25.8% | -$135.02万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $436.03万 | 4.04% | 22,045 | 22,045 | — | $436.03万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $443.78万 | 4.11% | 79,744 | 79,744 | — | $443.78万 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC | $444.52万 | 4.12% | 232,978 | 15,430 | 7.1% | $29.44万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $461.18万 | 4.28% | 60,554 | -67,236 | -52.6% | -$512.07万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $472.30万 | 4.38% | 82,025 | -27,791 | -25.3% | -$160.02万 | 减仓 |
| GLW | CORNING INC | $473.04万 | 4.39% | 34,790 | -29,644 | -46.0% | -$403.07万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $487.46万 | 4.52% | 51,880 | 51,880 | — | $487.46万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $487.76万 | 4.52% | 90,142 | 90,142 | — | $487.76万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $505.03万 | 4.68% | 25,571 | 25,571 | — | $505.03万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $509.70万 | 4.73% | 68,953 | 7,516 | 12.2% | $55.56万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $517.77万 | 4.80% | 199,911 | -4,409 | -2.2% | -$11.42万 | 减仓 |
| ENTG | ENTEGRIS INC | $532.66万 | 4.94% | 45,433 | 8,928 | 24.5% | $104.67万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $572.02万 | 5.30% | 195,830 | 195,830 | — | $572.02万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $613.08万 | 5.68% | 71,571 | 10,422 | 17.0% | $89.27万 | 加仓 |
| MRCY | MERCURY SYS INC | $888.76万 | 8.24% | 121,898 | -21,170 | -14.8% | -$154.35万 | 减仓 |
| — | ENVIRI CORP | $1,602.76万 | 14.86% | 816,900 | -100,673 | -11.0% | -$197.52万 | 减仓 |