Long-term investor

Heights Point Management, LP @heightspointmanagementlp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002050231).

Record

  • Tracked since 2025-12-31 (249 days), 48 trades recorded
  • Returns: week n/a · month n/a · 90 days +15.1% · 6 months n/a · 1 year n/a · all +26.2%
  • Max drawdown n/a · win rate 11% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MRCY · 9.8% · long · since 2025-12-31
  • CTRI · 6.6% · long · since 2026-03-31
  • SGI · 6.2% · long · since 2025-12-31
  • LPLA · 5.6% · long · since 2026-06-30
  • BLFS · 5.4% · long · since 2025-12-31
  • LSCC · 5.1% · long · since 2025-12-31
  • EYE · 5.1% · long · since 2025-12-31
  • GLNG · 5.0% · long · since 2026-03-31
  • SOLS · 4.9% · long · since 2025-12-31
  • PFGC · 4.9% · long · since 2025-12-31
  • JHX · 4.8% · long · since 2025-12-31
  • GIL · 4.7% · long · since 2026-03-31

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