Blue Door Asset Management, LLC Top Holdings and 13F Report (2026) About Blue Door Asset Management, LLCInvestment ActivityBlue Door Asset Management, LLC has $158.61 million in total holdings as of March 31, 2026.Blue Door Asset Management, LLC owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 30.73% of the portfolio was purchased this quarter.About 87.40% of the portfolio was sold this quarter.This quarter, Blue Door Asset Management, LLC has purchased 22 new stocks and bought additional shares in 7 stocks.Blue Door Asset Management, LLC sold shares of 3 stocks and completely divested from 9 stocks this quarter.Largest Holdings Flex $27,516,111WAYSTAR HLDG CORP $19,572,498Nextpower $18,203,050Champion Homes $16,552,828Agilent Technologies $12,298,442 Largest New Holdings this Quarter 00846U101 - Agilent Technologies $12,298,442 Holding76118Y104 - Resideo Technologies $6,950,159 Holding294268107 - ePlus $3,660,010 HoldingG97822103 - Perrigo $3,222,000 Holding Largest Purchases this Quarter Agilent Technologies 107,900 shares (about $12.30M)WAYSTAR HLDG CORP 409,500 shares (about $9.87M)Resideo Technologies 206,175 shares (about $6.95M)Champion Homes 91,800 shares (about $6.83M)ePlus 48,638 shares (about $3.66M) Largest Sales this Quarter NiCE 46,900 shares (about $5.17M)AGCO 10,000 shares (about $1.16M)CNH INDL N V 45,100 shares (about $496.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlue Door Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFLEXFlex$27,516,111$2,061,990 â–²8.1%420,35017.3%Computer and TechnologyWAYSTAR HLDG CORP$19,572,498$9,873,045 â–²101.8%811,80012.3%COMNXTNextpower$18,203,0500.0%151,00011.5%EnergySKYChampion Homes$16,552,828$6,827,166 â–²70.2%222,57410.4%ConstructionAAgilent Technologies$12,298,442$12,298,442 â–²New Holding107,9007.8%MedicalNICENiCE$10,584,960$5,171,194 â–¼-32.8%96,0006.7%Computer and TechnologyAGCOAGCO$9,628,797$1,158,700 â–¼-10.7%83,1006.1%IndustrialsSMRTSmartRent$8,898,122$444,636 â–²5.3%5,932,0815.6%Business ServicesREZIResideo Technologies$6,950,159$6,950,159 â–²New Holding206,1754.4%IndustrialsONonsemi$5,368,464$1,777,104 â–²49.5%86,7003.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$4,589,0000.0%100,0002.9%ETFPLUSePlus$3,660,010$3,660,010 â–²New Holding48,6382.3%Computer and TechnologyINSEEGO CORP$3,521,315$1,128,736 â–²47.2%316,6652.2%COM NEWPRGOPerrigo$3,222,000$3,222,000 â–²New Holding300,0002.0%MedicalTPCTutor Perini$3,126,195$501,735 â–²19.1%40,5002.0%ConstructionWSCWillScot$2,864,4000.0%165,0001.8%FinanceCNH INDL N V$2,054,800$496,100 â–¼-19.4%186,8001.3%SHSHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$80,630,000 â–¼-100.0%00.0%ETFEPAMEPAM Systems$0$18,377,736 â–¼-100.0%00.0%Computer and TechnologyJBLJabil$0$9,599,642 â–¼-100.0%00.0%Computer and TechnologyPYPLPayPal$0$7,783,163 â–¼-100.0%00.0%Business ServicesVRTVertiv$0$6,738,157 â–¼-100.0%00.0%Computer and TechnologyARCBArcBest$0$2,967,600 â–¼-100.0%00.0%TransportationKNXKnight-Swift Transportation$0$2,614,000 â–¼-100.0%00.0%TransportationXLEEnergy Select Sector SPDR Fund$0$1,788,400 â–¼-100.0%00.0%ETFRXORXO$0$1,295,600 â–¼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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