Heights Point Management, LP — 13F holdings

Heights Point Management, LP reported 21 holdings worth $126M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MRCY MERCURY SYS INC — $12.3M (9.8%)
2. CTRI CENTURI HOLDINGS INC — $8.27M (6.6%)
3. SGI SOMNIGROUP INTERNATIONAL INC — $7.73M (6.2%)
4. LPLA LPL FINL HLDGS INC — $7.01M (5.6%)
5. BLFS BIOLIFE SOLUTIONS INC — $6.75M (5.4%)
6. LSCC LATTICE SEMICONDUCTOR CORP — $6.45M (5.1%)
7. EYE NATIONAL VISION HLDGS INC — $6.37M (5.1%)
8. GLNG GOLAR LNG LTD — $6.28M (5.0%)
9. SOLS SOLSTICE ADVANCED MATLS INC — $6.16M (4.9%)
10. PFGC PERFORMANCE FOOD GROUP CO — $6.14M (4.9%)