Blue Door Asset Management, LLC
17 holdingsFiling period: 2026-03-31Current AUM: $152.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | FLEXTRONICS INTL LTD | 420.4K | $27.5M | $27.5M | 18.01% | +31.5K | 2026-03-31 |
| 2 | WAY | WAYSTAR HLDG CORP | 811.8K | $19.6M | $17.1M | 11.21% | +409.5K | 2026-03-31 |
| 3 | NXT | NEXTPOWER INC | 151.0K | $18.2M | $13.6M | 8.88% | -- | 2026-03-31 |
| 4 | SKY | CHAMPION HOMES INC | 222.6K | $16.6M | $17.7M | 11.59% | +91.8K | 2026-03-31 |
| 5 | A | AGILENT TECHNOLOGIES INC | 107.9K | $12.3M | $14.9M | 9.77% | -- | 2026-03-31 |
| 6 | NICE | NICE LTD | 96.0K | $10.6M | $9.5M | 6.21% | -46,900 | 2026-03-31 |
| 7 | AGCO | AGCO CORP | 83.1K | $9.6M | $8.5M | 5.56% | -10,000 | 2026-03-31 |
| 8 | SMRT | SMARTRENT INC | 5.93M | $8.9M | $6.0M | 3.92% | +296.4K | 2026-03-31 |
| 9 | REZI | RESIDEO TECHNOLOGIES INC | 206.2K | $7.0M | $7.1M | 4.63% | -- | 2026-03-31 |
| 10 | ON | ON SEMICONDUCTOR CORP | 86.7K | $5.4M | $7.1M | 4.63% | +28.7K | 2026-03-31 |
| 11 | XLU | SELECT SECTOR SPDR TR | 100.0K | $4.6M | $4.4M | 2.90% | -- | 2026-03-31 |
| 12 | PLUS | EPLUS INC | 48.6K | $3.7M | $4.5M | 2.94% | -- | 2026-03-31 |
| 13 | INSG | INSEEGO CORP | 316.7K | $3.5M | $2.2M | 1.46% | +101.5K | 2026-03-31 |
| 14 | — | PERRIGO CO PLC | 300.0K | $3.2M | $3.2M | 2.11% | -- | 2026-03-31 |
| 15 | TPC | TUTOR PERINI CORP | 40.5K | $3.1M | $3.4M | 2.22% | +6.5K | 2026-03-31 |
| 16 | WSC | WILLSCOT HLDGS CORP | 165.0K | $2.9M | $4.0M | 2.62% | -- | 2026-03-31 |
| 17 | — | CNH INDL N V | 186.8K | $2.1M | $2.1M | 1.34% | -45,100 | 2026-03-31 |
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