Blue Door Asset Management, LLC - Q12026 Holdings

Blue Door Asset Management, LLC holds 17 stocks with a total portfolio value of $ 158.61M as of Q12026. In Q12026, Blue Door Asset Management, LLC added 4 new positions, increased stakes in 7 stocks, reduced 3 holdings, and fully exited 9 positions. The largest holding is Flextronics Intl LTD (FLEX), representing 17.35% of the total portfolio.