Blue Door Asset Management as of March 31, 2026
Portfolio Holdings for Blue Door Asset Management
Blue Door Asset Management holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flextronics Intl Ord (FLEX) | 17.3 | $28M | 420k | 65.46 | |
| Waystar Holding Corp (WAY) | 12.3 | $20M | 812k | 24.11 | |
| Nextpower Class A Com (NXT) | 11.5 | $18M | 151k | 120.55 | |
| Skyline Corporation (SKY) | 10.4 | $17M | 223k | 74.37 | |
| Agilent Technologies Inc C ommon (A) | 7.8 | $12M | 108k | 113.98 | |
| Nice Sponsored Adr (NICE) | 6.7 | $11M | 96k | 110.26 | |
| AGCO Corporation (AGCO) | 6.1 | $9.6M | 83k | 115.87 | |
| Smartrent Com Cl A (SMRT) | 5.6 | $8.9M | 5.9M | 1.50 | |
| Resideo Technologies (REZI) | 4.4 | $7.0M | 206k | 33.71 | |
| ON Semiconductor (ON) | 3.4 | $5.4M | 87k | 61.92 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 2.9 | $4.6M | 100k | 45.89 | |
| ePlus (PLUS) | 2.3 | $3.7M | 49k | 75.25 | |
| Inseego Corp Com New (INSG) | 2.2 | $3.5M | 317k | 11.12 | |
| Perrigo SHS Call Option (PRGO) | 2.0 | $3.2M | 300k | 10.74 | |
| Tutor Perini Corporation (TPC) | 2.0 | $3.1M | 41k | 77.19 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 1.8 | $2.9M | 165k | 17.36 | |
| Cnh Indl N V SHS (CNH) | 1.3 | $2.1M | 187k | 11.00 |
