John Buoncore
@Brant Point Investment Management Llc
Latest period2024 - Q3ReportedManaged Assets$909.652MTotal holdings85
Assets growth rate-18.35%Assets growth rate (2-Q avg)-12.83%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Brant Point Investment Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 85 positions.
Assets under management
The assets under management (AUM) of Brant Point Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 909.652M in assets, with a quarterly growth rate of -18.35% and a 2-quarter average growth rate of -12.83%. The portfolio is managed by John Buoncore, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PYPLPaypal Holdings Inc
| 0.78% | $7.023M 90,000 shares@ $78.03 avg price | New Position |
MASMasco Corp
| 0.75% | $6.82M 81,254 shares@ $83.95 avg price | |
NXPINxp Semiconductors Nv
| 0.72% | $6.474M 26,975 shares@ $240.02 avg price | |
WCNWaste Connections Inc
| 0.68% | $6.183M 34,574 shares@ $178.83 avg price | |
BECNBeacon Roofing Supply Inc
| 0.68% | $6.18M 40,216 shares@ $153.67 avg price | Decreased -51.4% |
ONOn Semiconductor Corp
| 0.66% | $5.95M 81,948 shares@ $72.61 avg price | Decreased -17.8% |
SSNCSs&c Technologies Holdings Inc
| 0.66% | $5.937M 80,000 shares@ $74.21 avg price | New Position |
BCOBrinks Co
| 0.65% | $5.842M 50,522 shares@ $115.64 avg price | Decreased -11.83% |
CLHClean Harbors Inc
| 0.63% | $5.696M 23,567 shares@ $241.72 avg price | |
ODFLOld Dominion Freight Line In
| 0.59% | $5.295M 26,658 shares@ $198.64 avg price | Decreased -0.74% |