Long-term investor
Blue Door Asset Management, LLC @bluedoorassetmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001909147).
Record
- Tracked since 2025-06-30 (454 days), 112 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +12.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FLEX · 27.2% · long · since 2025-06-30
- WAY · 9.4% · long · since 2025-09-30
- GXO · 8.5% · long · since 2026-06-30
- A · 8.2% · long · since 2026-03-31
- NICE · 6.5% · long · since 2025-06-30
- PRGO_CALL · 3.9% · long · since 2025-09-30
- WSC · 3.8% · long · since 2025-12-31
- NXT · 3.4% · long · since 2025-06-30
- SMRT · 3.3% · long · since 2025-06-30
- AGCO · 3.1% · long · since 2025-06-30
- REZI · 3.1% · long · since 2026-03-31
- 830830105 · 3.0% · long · since 2025-09-30