Heights Point Management, LP
•CIK: 2050231•Filing: Q4 2025
**Heights Point Management, LP** manages $117M across a concentrated portfolio of 21 positions. The firm exhibits notable conviction in its top holdings, with NVRI representing the largest allocation at $16.4M. Further significant weight is placed in MRCY ($10.4M), followed by SOLS, KNX, and C-PR, each commanding allocations near the $5.7M mark. This structure suggests a targeted, high-conviction approach across diverse sectors.
Total AUM
$117.2M
QoQ Performance
N/A
Positions
21
Top 10 Concentration
61.6%
Latest Filing
Q4 2025
Top Holdings Allocation
NVRI
MRCY
SOLS
NVRI14.0%
MRCY8.9%
SOLS5.3%
KNX4.9%
JAMES4.9%
GLW4.8%
STVN4.7%
PFGC4.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%