Bryce Point Capital, LLC Top Holdings and 13F Report (2025) About Bryce Point Capital, LLCInvestment ActivityBryce Point Capital, LLC has $345.07 million in total holdings as of December 31, 2024.Bryce Point Capital, LLC owns shares of 398 different stocks, but just 250 companies or ETFs make up 80% of its holdings.Largest Holdings Northern Oil and Gas $2,306,744HF Sinclair $2,206,923Constellation Brands $2,199,834WESCO International $2,133,699Taylor Morrison Home $2,092,525 Sector AllocationMap of 500 Largest Holdings ofBryce Point Capital, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorNOGNorthern Oil and Gas$2,306,74462,0760.7%Oils/EnergyDINOHF Sinclair$2,206,92362,9650.6%Oils/EnergySTZConstellation Brands$2,199,8349,9540.6%Consumer StaplesWCCWESCO International$2,133,69911,7910.6%Computer and TechnologyTMHCTaylor Morrison Home$2,092,52534,1860.6%ConstructionICFIICF International$2,080,57217,4530.6%Business ServicesKEYSKeysight Technologies$2,052,37012,7770.6%Computer and TechnologyDISWalt Disney$2,025,23418,1880.6%Consumer DiscretionaryUPBDUpbound Group$1,966,87567,4280.6%FinanceTSNTyson Foods$1,963,70134,1870.6%Consumer StaplesLCIILCI Industries$1,963,27318,9890.6%Auto/Tires/TrucksCAVACAVA Group$1,959,67417,3730.6%Retail/WholesaleRXORXO$1,949,89781,7910.6%TransportationTALOTalos Energy$1,938,582199,6480.6%Oils/EnergyBAHBooz Allen Hamilton$1,923,80814,9480.6%Business ServicesACVAACV Auctions$1,921,57988,9620.6%Retail/WholesaleKDPKeurig Dr Pepper$1,906,83659,3660.6%Consumer StaplesNTRANatera$1,889,94411,9390.5%MedicalRVLVRevolve Group$1,832,94154,7310.5%Consumer DiscretionarySTXSeagate Technology$1,831,84321,2240.5%Computer and TechnologyNOVTNovanta$1,830,33711,9810.5%Computer and TechnologyPANWPalo Alto Networks$1,821,42010,0100.5%Computer and TechnologyRMDResMed$1,819,0007,9540.5%MedicalDOCUDocuSign$1,792,14419,9260.5%Computer and TechnologyDUOLINGO INC$1,784,8865,5050.5%CL A COMSHCSotera Health$1,784,200130,4240.5%MedicalGLGlobe Life$1,779,30215,9550.5%FinanceCNMCore & Main$1,768,41034,7360.5%Industrial ProductsPCORProcore Technologies$1,751,11423,3700.5%Computer and TechnologyVRTXVertex Pharmaceuticals$1,741,2754,3240.5%MedicalGPORGulfport Energy$1,736,0859,4250.5%Oils/EnergyBSYBentley Systems$1,732,61737,1010.5%Computer and TechnologyRBLXRoblox$1,721,62429,7550.5%Consumer DiscretionaryAPGAPi Group$1,714,22247,6570.5%Business ServicesNCLHNorwegian Cruise Line$1,692,33965,7730.5%Consumer DiscretionaryBKEBuckle$1,686,79033,1980.5%Retail/WholesaleBROSDutch Bros$1,681,24132,0970.5%Retail/WholesaleSSentinelOne$1,679,94175,6730.5%Computer and TechnologyPORPortland General Electric$1,677,53838,4580.5%UtilitiesMIRMirion Technologies$1,675,16595,9980.5%Business ServicesAINAlbany International$1,674,33220,9370.5%Industrial ProductsDLBDolby Laboratories$1,670,24721,3860.5%Consumer DiscretionaryGFFGriffon$1,647,62023,1180.5%Multi-Sector ConglomeratesSGSweetgreen$1,645,86451,3370.5%Retail/WholesaleMMSMaximus$1,638,56821,9500.5%Business ServicesHRLHormel Foods$1,635,25552,1280.5%Consumer StaplesCARGCarGurus$1,631,25544,6430.5%Auto/Tires/TrucksTTWOTake-Two Interactive Software$1,628,0048,8440.5%Consumer DiscretionaryBFAMBright Horizons Family Solutions$1,621,95714,6320.5%Business ServicesBOXBOX$1,620,19551,2720.5%Computer and TechnologyCROXCrocs$1,613,59614,7320.5%Consumer DiscretionaryFCFSFirstCash$1,612,12015,5610.5%Business ServicesDDOGDatadog$1,610,94211,2740.5%Computer and TechnologyHPEHewlett Packard Enterprise$1,577,25373,8760.5%Computer and TechnologyDKNGDraftKings$1,574,41642,3230.5%Consumer DiscretionaryATLAS ENERGY SOLUTIONS INC$1,573,89370,9600.5%COM NEWPRCTPROCEPT BioRobotics$1,557,82019,3470.5%MedicalSHAKShake Shack$1,556,69111,9930.5%Retail/WholesalePFSIPennyMac Financial Services$1,548,95315,1650.4%FinanceCRDOCredo Technology Group$1,540,72222,9240.4%Computer and TechnologyNCRNCR$1,538,745111,1810.4%Computer and TechnologyTMOThermo Fisher Scientific$1,536,2392,9530.4%MedicalENREnergizer$1,532,22943,9160.4%Consumer StaplesSIGSignet Jewelers$1,530,18118,9590.4%Retail/WholesaleUNFUniFirst$1,529,0318,9370.4%Industrial ProductsHUBSHubSpot$1,528,7132,1940.4%Computer and TechnologyXPROExpro Group$1,526,827122,4400.4%Oils/EnergyEFXEquifax$1,511,0065,9290.4%Business ServicesYUMYum! Brands$1,507,82411,2390.4%Retail/WholesaleVVVValvoline$1,506,10141,6280.4%Retail/WholesaleMANManpowerGroup$1,501,12426,0070.4%Business ServicesHLHecla Mining$1,492,232303,9170.4%Basic MaterialsMTSIMACOM Technology Solutions$1,491,88611,4840.4%Computer and TechnologyLLoews$1,486,22517,5490.4%FinanceBKRBaker Hughes$1,482,25836,1350.4%Oils/EnergyWWDWoodward$1,467,1598,8160.4%AerospaceRNRRenaissanceRe$1,463,9985,8840.4%FinanceBHFBrighthouse Financial$1,463,01030,4540.4%FinancePERMIAN RESOURCES CORP$1,454,106101,1200.4%CLASS A COMALGMAllegro MicroSystems$1,446,12666,1540.4%Computer and TechnologyROPRoper Technologies$1,439,9852,7700.4%Computer and TechnologyOMFOneMain$1,437,85027,5820.4%FinanceOIO-I Glass$1,431,997132,1030.4%Industrial ProductsNXSTNexstar Media Group$1,430,1029,0530.4%Consumer DiscretionaryINTAIntapp$1,429,27122,3010.4%Computer and TechnologyASPNAspen Aerogels$1,427,655120,1730.4%ConstructionHLFHerbalife$1,417,277211,8500.4%Retail/WholesaleJBIJanus International Group$1,416,051192,6600.4%ConstructionRSReliance$1,411,9995,2440.4%Basic MaterialsAPPFAppFolio$1,391,5015,6400.4%Computer and TechnologyPCTYPaylocity$1,385,5196,9460.4%Computer and TechnologyCRGYCrescent Energy$1,380,60194,4970.4%Oils/EnergyARRYArray Technologies$1,376,909227,9650.4%Oils/EnergyEDConsolidated Edison$1,371,46515,3700.4%UtilitiesTENBTenable$1,366,40734,6980.4%Computer and TechnologyODFLOld Dominion Freight Line$1,362,3377,7230.4%TransportationHCCWarrior Met Coal$1,351,06424,9090.4%Oils/EnergySKYSkyline Champion$1,342,38015,2370.4%ConstructionCNOCNO Financial Group$1,324,89935,6060.4%FinanceCPRTCopart$1,318,82222,9800.4%Business ServicesShowing 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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