Blue Door Asset Management, LLC

Est. AUM

$158.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FLEXTRONICS INTL LTD	ORD	$27.5M	420350	17.35%	SOLE
2	NEXTPOWER INC	CLASS A COM	$18.2M	151000	11.48%	SOLE
3	WAYSTAR HLDG CORP	COM	$17.2M	711800	10.82%	SOLE
4	CHAMPION HOMES INC	COM	$16.6M	222574	10.44%	SOLE
5	AGILENT TECHNOLOGIES INC	COM	$12.3M	107900	7.75%	SOLE
6	NICE LTD	SPONSORED ADR	$10.6M	96000	6.67%	SOLE
7	AGCO CORP	COM	$9.6M	83100	6.07%	SOLE
8	SMARTRENT INC	COM CL A	$8.9M	5932081	5.61%	SOLE
9	RESIDEO TECHNOLOGIES INC	COM	$7.0M	206175	4.38%	SOLE
10	ON SEMICONDUCTOR CORP	COM	$5.4M	86700	3.38%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET UTI	$4.6M	100000	2.89%	SOLE
12	EPLUS INC	COM	$3.7M	48638	2.31%	SOLE
13	INSEEGO CORP	COM NEW	$3.5M	316665	2.22%	SOLE
14	PERRIGO CO PLCCALL	SHS	$3.2M	300000	2.03%	SOLE
15	TUTOR PERINI CORP	COM	$3.1M	40500	1.97%	SOLE
16	WILLSCOT HLDGS CORP	COM CL A	$2.9M	165000	1.81%	SOLE
17	WAYSTAR HLDG CORPCALL	COM	$2.4M	100000	1.52%	SOLE
18	CNH INDL N V	SHS	$2.1M	186800	1.30%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.