account_balance
Investment manager · 13F filer · SEC CIK 1909147
Blue Door Asset Management, LLC
Reported value$194Mas of Jun 30, 2026
Positions18 6 new, 4 sold out
Top 10 weight83.6%FLEX alone is 30%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FLEXFlex Ltd
29.7%Trimmed −15%
WAYWaystar HLDG Corp
10.3%Added +37%
GXOGxo Logistics Incorporated
9.2%New
AAgilent Technologies Inc
9.0%Added +22%
NICENice Ltd
7.2%Added +59%
WSCWillscot Hldgs Corp
4.1%Added +68%
NXTNextpower Inc
3.7%Trimmed −60%
SMRTSmartrent Inc
3.6%
AGCOAgco Corp
3.4%Trimmed −33%
REZIResideo Technologies Inc
3.4%Added +2%
SKYChampion Homes Inc
3.3%Trimmed −67%
SPLV2.7%
FLEXFlex Ltd
29.7%Trimmed −15%
WAY10.3%GXO9.2%AAgilent Technologies Inc
9.0%Added +22%
NICE7.2%WSC4.1%NXT3.7%SMRT3.6%AGCO3.4%REZI3.4%SKY3.3%SPLV2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FLEX Flex Ltd 29.7% Trimmed −15%WAY Waystar HLDG Corp 10.3% Added +37%GXO Gxo Logistics Incorporated 9.2% NewA Agilent Technologies Inc 9.0% Added +22%NICE Nice Ltd 7.2% Added +59%WSC Willscot Hldgs Corp 4.1% Added +68%NXT Nextpower Inc 3.7% Trimmed −60%SMRT Smartrent Inc 3.6% HeldAGCO Agco Corp 3.4% Trimmed −33%REZI Resideo Technologies Inc 3.4% Added +2%SKY Champion Homes Inc 3.3% Trimmed −67%
SPLV Invesco Exch Traded Fd Tr II 2.7% New
What changed