Sign In
test

Michael Usinger

Heights Point Management, Lp

Assets Managed
$107.862M
Holdings
21
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-8%(2Q avg: -4%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Heights Point Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Heights Point Management, Lp 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 2026 - Q1, they manage 107.862M in assets, with a quarterly growth rate of -8% and a 2-quarter average growth rate of -4%. The portfolio is managed by Michael Usinger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVRI
Enviri Corp
Recent Activity
Decreased -10.97%
14.86%
$16.028M
816,900 shares@ $19.62 avg price
MRCY
Mercury Systems Inc
Recent Activity
Decreased -14.79%
8.24%
$8.888M
121,898 shares@ $72.91 avg price
PFGC
Performance Food Group Co
Recent Activity
Increased 17.05%
5.69%
$6.131M
71,571 shares@ $85.67 avg price
CTRI
Centuri Holdings Inc
Recent Activity
New Position
5.31%
$5.72M
195,830 shares@ $29.21 avg price
ENTG
Entegris Inc
Recent Activity
Increased 24.46%
4.94%
$5.327M
45,433 shares@ $117.25 avg price
EYE
National Vision Holdings Inc
Recent Activity
Decreased -2.15%
4.81%
$5.178M
199,911 shares@ $25.91 avg price
TPX
Tempur Sealy International I
Recent Activity
Increased 12.24%
4.73%
$5.097M
68,953 shares@ $73.93 avg price
TTWO
Take-two Interactive Softwre
Recent Activity
New Position
4.69%
$5.05M
25,571 shares@ $197.51 avg price
GLNG
Golar Lng Ltd
Recent Activity
New Position
4.53%
$4.878M
90,142 shares@ $54.12 avg price
NFG
National Fuel Gas Co
Recent Activity
New Position
4.52%
$4.875M
51,880 shares@ $93.97 avg price

1-10 of 21