Home › Blue Door Asset Management, LLC

Blue Door Asset Management, LLC 13F holdings

Filed 2026-08-14 · Blue Door Asset Management, LLC · 21 positions · $212.3M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
FLEXFLEX LTD356.4K$57.8M27.2%
WAYWAYSTAR HLDG CORP974.0K$20.0M9.4%
GXOGXO LOGISTICS INCORPORATED354.3K$18.0M8.5%
AAGILENT TECHNOLOGIES INC131.2K$17.4M8.2%
NICENICE LTD153.0K$13.9M6.5%
—PERRIGO CO PLC800.0K$8.3M3.9%
WSCWILLSCOT HLDGS CORP277.7K$8.0M3.8%
NXPWNEXTPOWER INC59.8K$7.1M3.4%
SMRTSMARTRENT INC5.9M$7.1M3.3%
AGCOAGCO CORP55.8K$6.7M3.1%
REZIRESIDEO TECHNOLOGIES INC210.7K$6.6M3.1%
SKYCHAMPION HOMES INC73.0K$6.4M3.0%
NICENICE LTD67.0K$6.1M2.9%
SPLVINVESCO EXCH TRADED FD TR II70.0K$5.2M2.5%
PLUSEPLUS INC58.9K$4.9M2.3%
GEHCGE HEALTHCARE TECHNOLOGIES I74.7K$4.8M2.3%
WAYWAYSTAR HLDG CORP175.0K$3.6M1.7%
FFIVF5 INC8.4K$3.5M1.6%
—CNH INDL N V299.0K$3.4M1.6%
GPKGRAPHIC PACKAGING HLDG CO215.8K$2.3M1.1%
CVCOCAVCO INDS INC DEL2.2K$1.3M0.6%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}