Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blue Door Asset Management, LLC (CIK 1909147) reported $158.6M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FLEX ($27.5M, 17.35%), WAY ($19.6M, 12.34%), NXT ($18.2M, 11.48%), SKY ($16.6M, 10.44%), A ($12.3M, 7.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLEX | FLEXTRONICS INTL LTD | $27.5M | 17.35% | 420,350 | Added |
| 2 | WAY | WAYSTAR HLDG CORP | $19.6M | 12.34% | 811,800 | Added |
| 3 | NXT | NEXTPOWER INC | $18.2M | 11.48% | 151,000 | Hold |
| 4 | SKY | CHAMPION HOMES INC | $16.6M | 10.44% | 222,574 | Added |
| 5 | A | AGILENT TECHNOLOGIES INC | $12.3M | 7.75% | 107,900 | New |
| 6 | NICE | NICE LTD | $10.6M | 6.67% | 96,000 | Trimmed |
| 7 | AGCO | AGCO CORP | $9.6M | 6.07% | 83,100 | Trimmed |
| 8 | SMRT | SMARTRENT INC | $8.9M | 5.61% | 5.9M | Added |
| 9 | REZI | RESIDEO TECHNOLOGIES INC | $7.0M | 4.38% | 206,175 | New |
| 10 | ON | ON SEMICONDUCTOR CORP | $5.4M | 3.38% | 86,700 | Added |
| 11 | XLU | SELECT SECTOR SPDR TR | $4.6M | 2.89% | 100,000 | Hold |
| 12 | PLUS | EPLUS INC | $3.7M | 2.31% | 48,638 | New |
| 13 | INSG | INSEEGO CORP | $3.5M | 2.22% | 316,665 | Added |
| 14 | PRGO | PERRIGO CO PLC | $3.2M | 2.03% | 300,000 | New |
| 15 | TPC | TUTOR PERINI CORP | $3.1M | 1.97% | 40,500 | Added |
| 16 | WSC | WILLSCOT HLDGS CORP | $2.9M | 1.81% | 165,000 | Hold |
| 17 | CNHI | CNH INDL N V | $2.1M | 1.30% | 186,800 | Trimmed |
| 18 | HYG | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 19 | EPAM | EPAM SYS INC | $0 | 0.00% | 0 | Exited |
| 20 | ARCB | ARCBEST CORP | $0 | 0.00% | 0 | Exited |
| 21 | JBL | JABIL INC | $0 | 0.00% | 0 | Exited |
| 22 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | Exited |
| 23 | PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | Exited |
| 24 | RXO | RXO INC | $0 | 0.00% | 0 | Exited |
| 25 | XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31