HoldingsChannel.com
Brant Point Investment Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
FISERV INC 144,735 +77,035 $14,993
     FISV144,735+77,035$14,993
GLOBAL PMTS INC 86,190 +136,190 $13,704
     GPN86,190+86,190$13,704
POOL CORPORATION 67,904 UNCH $13,696
     POOL67,904UNCH$13,696
NEXSTAR MEDIA GROUP INC      $11,538
     NXST62,770+12,200$6,422
     Call50,000+50,000$5,116
SPIRIT RLTY CAP INC NEW 231,123 +9,500 $11,062
     SRC231,123+9,500$11,062
VAIL RESORTS INC      $10,752
     Call40,000+40,000$9,102
     MTN7,251UNCH$1,650
OLD DOMINION FREIGHT LINE IN 62,155 UNCH $10,564
     ODFL62,155UNCH$10,564
CDW CORP 84,534 UNCH $10,418
     CDW84,534UNCH$10,418
GENPACT LIMITED      $9,378
     G202,010+38,900$7,828
     Call40,000+40,000$1,550
O REILLY AUTOMOTIVE INC NEW 21,480 UNCH $8,560
     ORLY21,480UNCH$8,560
ZIMMER BIOMET HLDGS INC      $8,236
     Call60,000+60,000$8,236
JACK IN THE BOX INC 88,162 -9,350 $8,033
     JACK88,162-9,350$8,033
SHERWIN WILLIAMS CO 14,582 -530 $8,018
     SHW14,582-530$8,018
BJS WHSL CLUB HLDGS INC 307,779 -11,700 $7,962
     BJ307,779-11,700$7,962
FRONTDOOR INC      $7,962
     FTDR153,929+4,877$7,476
     Call40,000+40,000$1,943
     Put30,000+30,000$1,457
WASTE CONNECTIONS INC 86,516 -10,000 $7,959
     WCN86,516-10,000$7,959
MASCO CORP      $7,836
     MAS220,000+46,849$9,170
     Put32,000+32,000$1,334
SYNNEX CORP      $7,779
     SNX48,904+30,770$5,521
     Call20,000+20,000$2,258
GENERAC HLDGS INC      $7,694
     GNRC58,211+58,211$4,560
     Call40,000+40,000$3,134
EQUINIX INC 12,806 UNCH $7,387
     EQIX12,806UNCH$7,387
AMERIS BANCORP 183,203 -50,621 $7,372
     ABCB183,203-50,621$7,372
MARTIN MARIETTA MATLS INC 26,589 -3,411 $7,288
     MLM26,589-3,411$7,288
SERVICEMASTER GLOBAL HLDGS I 129,734 +90,000 $7,252
     SERV129,734UNCH$7,252
SYNOVUS FINL CORP 200,651 UNCH $7,175
     SNV200,651UNCH$7,175
YUM BRANDS INC 62,967 UNCH $7,142
     YUM62,967UNCH$7,142
ASGN INC 113,475 UNCH $7,133
     ASGN113,475UNCH$7,133
ON SEMICONDUCTOR CORP 363,514 -146,400 $6,983
     ON363,514+53,600$6,983
PRA HEALTH SCIENCES INC 68,990 +15,009 $6,846
     PRAH68,990+15,009$6,846
THERMO FISHER SCIENTIFIC INC 23,238 UNCH $6,769
     TMO23,238UNCH$6,769
FIDELITY NATL INFORMATION SV 50,461 +50,461 $6,699
     FIS50,461+50,461$6,699
KEMET CORP 355,655 +110,207 $6,466
     KEM355,655+110,207$6,466
US FOODS HLDG CORP 156,734 +3,084 $6,442
     USFD156,734+3,084$6,442
NXP SEMICONDUCTORS N V      $6,214
     Call30,000UNCH$3,274
     NXPI26,945+10,000$2,940
TEMPUR SEALY INTL INC 80,005 +30,000 $6,176
     TPX80,005+30,000$6,176
TRACTOR SUPPLY CO 66,415 +18,000 $6,007
     TSCO66,415+18,000$6,007
AMPHENOL CORP NEW      $5,923
     APH91,380-1,600$8,818
     Put30,000-80,000$2,895
ARAMARK 127,901 +105,000 $5,574
     ARMK127,901+105,000$5,574
CBS CORP NEW 133,151 +60,000 $5,375
     CBS133,151+60,000$5,375
CHURCHILL DOWNS INC 43,502 UNCH $5,371
     CHDN43,502UNCH$5,371
ELECTRONIC ARTS INC 53,639 UNCH $5,247
     EA53,639UNCH$5,247
SAIA INC 55,384 -628 $5,189
     SAIA55,384-628$5,189
PALOMAR HLDGS INC 129,787 +50,218 $5,116
     PLMR129,787+50,218$5,116
HCA HEALTHCARE INC 41,837 UNCH $5,038
     HCA41,837UNCH$5,038
ADVANCE AUTO PARTS INC 29,500 -17,500 $4,879
     AAP29,500-17,500$4,879
NICE LTD 33,700 UNCH $4,846
     NICE33,700UNCH$4,846
REALPAGE INC 76,838 -10,000 $4,830
     RP76,838-10,000$4,830
SPDR SERIES TRUST (KRE) 90,958 -15,000 $4,802
     KRE90,958-15,000$4,802
PLANTRONICS INC NEW      $4,774
     Call100,000+100,000$3,732
     PLT27,918+27,918$1,042
ZOETIS INC 37,721 UNCH $4,700
     ZTS37,721UNCH$4,700
PRIMERICA INC 36,354 +16,880 $4,625
     PRI36,354+16,880$4,625

See Full List: All Stocks Held By Brant Point Investment Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Brant Point Investment Management LLC

Size ($ in 1000's)
At 09/30/2019: $1,028,685
At 06/30/2019: $1,030,304

Brant Point Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brant Point Investment Management LLC 13F filings. Link to 13F filings: SEC filings

Brant Point Investment Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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