Bryce Point Capital, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Bryce Point Capital, LLC reported 398 stock positions worth $345.1 million. Its top holding was Northern Oil and Gas (NOG) at 0.7% of the portfolio, followed by HF Sinclair (DINO, 0.6%) and Constellation Brands Class A (STZ, 0.6%).
- Most Recent 13F
- Q3 2025
- Location
- SCARSDALE, NY
- CIK
- 0002019492
- Portfolio Value
- $345.1M (Q4 2024)
- SEC Filing
- 0001214659-25-002469 ↗ filed Feb 12, 2025
Holdings Value
Holdings 398 stocks · $345.1M
| NOG Northern Oil and Gas Inc. | 0.67% | 62,076 | $2.3M | — |
| DINO HF Sinclair Corp. | 0.64% | 62,965 | $2.2M | — |
| STZ Constellation Brands Inc. Class A | 0.64% | 9,954 | $2.2M | — |
| WCC Wesco International Inc. | 0.62% | 11,791 | $2.1M | — |
| TMHC Taylor Morrison Home Corp. | 0.61% | 34,186 | $2.1M | — |
| ICFI Icf International Inc. | 0.60% | 17,453 | $2.1M | — |
| KEYS Keysight Technologies Inc. | 0.59% | 12,777 | $2.1M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.59% | 18,188 | $2.0M | — |
| UPBD Upbound Group Inc. | 0.57% | 67,428 | $2.0M | — |
| TSN Tyson Foods Inc. Class A | 0.57% | 34,187 | $2.0M | — |
| LCII Lci Industries | 0.57% | 18,989 | $2.0M | — |
| CAVA Cava Group Inc. | 0.57% | 17,373 | $2.0M | — |
| RXO Rxo Inc. | 0.57% | 81,791 | $1.9M | — |
| TALO Talos Energy Inc. | 0.56% | 199,648 | $1.9M | — |
| BAH Booz Allen Hamilton Holdings | 0.56% | 14,948 | $1.9M | — |
| ACVA Acv Auctions Inc. Class A | 0.56% | 88,962 | $1.9M | — |
| KDP Keurig Dr Pepper Inc. | 0.55% | 59,366 | $1.9M | — |
| NTRA Natera Inc. | 0.55% | 11,939 | $1.9M | — |
| RVLV Revolve Group Inc. Class A | 0.53% | 54,731 | $1.8M | — |
| STX Seagate Technology Holdings | 0.53% | 21,224 | $1.8M | — |
| NOVT Novanta Inc. | 0.53% | 11,981 | $1.8M | — |
| PANW Palo Alto Networks Inc. | 0.53% | 10,010 | $1.8M | — |
| RMD Resmed Inc. | 0.53% | 7,954 | $1.8M | — |
| DOCU Docusign Inc. | 0.52% | 19,926 | $1.8M | — |
| DUOL Duolingo | 0.52% | 5,505 | $1.8M | — |
| SHC Sotera Health Co. | 0.52% | 130,424 | $1.8M | — |
| GL Globe Life Inc. | 0.52% | 15,955 | $1.8M | — |
| CNM Core & Main Inc. Class A | 0.51% | 34,736 | $1.8M | — |
| PCOR Procore Technologies Inc. | 0.51% | 23,370 | $1.8M | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.50% | 4,324 | $1.7M | — |
| GPOR Gulfport Energy Corp. | 0.50% | 9,425 | $1.7M | — |
| BSY Bentley Systems Inc. Class B | 0.50% | 37,101 | $1.7M | — |
| RBLX Roblox Corp. Class A | 0.50% | 29,755 | $1.7M | — |
| APG Api Group Corp. | 0.50% | 47,657 | $1.7M | — |
| NCLH Norwegian Cruise Line Holdin | 0.49% | 65,773 | $1.7M | — |
| BKE The Buckle Inc. | 0.49% | 33,198 | $1.7M | — |
| BROS Dutch Bros Inc. Class A | 0.49% | 32,097 | $1.7M | — |
| S Sentinelone Inc. Class A | 0.49% | 75,673 | $1.7M | — |
| POR Portland General Electric Co. | 0.49% | 38,458 | $1.7M | — |
| MIR Mirion Technologies Inc. | 0.49% | 95,998 | $1.7M | — |
| AIN Albany Intl Corp. Class A | 0.49% | 20,937 | $1.7M | — |
| DLB Dolby Laboratories Inc. Class A | 0.48% | 21,386 | $1.7M | — |
| GFF Griffon Corp. | 0.48% | 23,118 | $1.6M | — |
| SG Sweetgreen Inc. Class A | 0.48% | 51,337 | $1.6M | — |
| MMS Maximus Inc. | 0.47% | 21,950 | $1.6M | — |
| HRL Hormel Foods Corp. | 0.47% | 52,128 | $1.6M | — |
| CARG Cargurus Inc. | 0.47% | 44,643 | $1.6M | — |
| TTWO Take-Two Interactive Softwre | 0.47% | 8,844 | $1.6M | — |
| BFAM Bright Horizons Family Solut | 0.47% | 14,632 | $1.6M | — |
| BOX Box Inc. Class A | 0.47% | 51,272 | $1.6M | — |
| CROX Crocs Inc. | 0.47% | 14,732 | $1.6M | — |
| FCFS Firstcash Holdings Inc. | 0.47% | 15,561 | $1.6M | — |
| DDOG Datadog Inc. Class A | 0.47% | 11,274 | $1.6M | — |
| HPE Hewlett Packard Enterprise | 0.46% | 73,876 | $1.6M | — |
| DKNG Draftkings Inc. Class A | 0.46% | 42,323 | $1.6M | — |
| AESI Atlas Energy Solutions Inc. | 0.46% | 70,960 | $1.6M | — |
| PRCT Procept Biorobotics Corp. | 0.45% | 19,347 | $1.6M | — |
| SHAK Shake Shack Inc. Class A | 0.45% | 11,993 | $1.6M | — |
| PFSI Pennymac Financial Services | 0.45% | 15,165 | $1.5M | — |
| CRDO Credo Technology Group Holdi | 0.45% | 22,924 | $1.5M | — |
| VYX NCR Voyix Corp. | 0.45% | 111,181 | $1.5M | — |
| TMO Thermo Fisher Scientific Inc. | 0.45% | 2,953 | $1.5M | — |
| ENR Energizer Holdings Inc. | 0.44% | 43,916 | $1.5M | — |
| SIG Signet Jewelers Ltd. | 0.44% | 18,959 | $1.5M | — |
| UNF Unifirst Corp. | 0.44% | 8,937 | $1.5M | — |
| HUBS HubSpot Inc. | 0.44% | 2,194 | $1.5M | — |
| XPRO Expro Group Holdings NV | 0.44% | 122,440 | $1.5M | — |
| EFX Equifax Inc. | 0.44% | 5,929 | $1.5M | — |
| YUM Yum! Brands Inc. | 0.44% | 11,239 | $1.5M | — |
| VVV Valvoline Inc. | 0.44% | 41,628 | $1.5M | — |
| MAN Manpowergroup Inc. | 0.43% | 26,007 | $1.5M | — |
| HL Hecla Mining Co. | 0.43% | 303,917 | $1.5M | — |
| MTSI Macom Technology Solutions H | 0.43% | 11,484 | $1.5M | — |
| L Loews Corp. | 0.43% | 17,549 | $1.5M | — |
| BKR Baker Hughes Co. | 0.43% | 36,135 | $1.5M | — |
| WWD Woodward Inc. | 0.43% | 8,816 | $1.5M | — |
| RNR Renaissancere Holdings Ltd. | 0.42% | 5,884 | $1.5M | — |
| BHF Brighthouse Financial Inc. | 0.42% | 30,454 | $1.5M | — |
| PR Permian Resources Corp. Class A | 0.42% | 101,120 | $1.5M | — |
| ALGM Allegro Microsystems Inc. | 0.42% | 66,154 | $1.4M | — |
| ROP Roper Technologies Inc. | 0.42% | 2,770 | $1.4M | — |
| OMF Onemain Holdings Inc. | 0.42% | 27,582 | $1.4M | — |
| OI O-I Glass Inc. | 0.41% | 132,103 | $1.4M | — |
| NXST Nexstar Media Group Inc. | 0.41% | 9,053 | $1.4M | — |
| INTA Intapp Inc. | 0.41% | 22,301 | $1.4M | — |
| ASPN Aspen Aerogels Inc. | 0.41% | 120,173 | $1.4M | — |
| HLF Herbalife Ltd. | 0.41% | 211,850 | $1.4M | — |
| JBI Janus International Group Inc. | 0.41% | 192,660 | $1.4M | — |
| RS Reliance Inc. | 0.41% | 5,244 | $1.4M | — |
| APPF Appfolio Inc. Class A | 0.40% | 5,640 | $1.4M | — |
| PCTY Paylocity Holding Corp. | 0.40% | 6,946 | $1.4M | — |
| CRGY Crescent Energy Inc. Class A | 0.40% | 94,497 | $1.4M | — |
| ARRY Array Technologies Inc. | 0.40% | 227,965 | $1.4M | — |
| ED Consolidated Edison Inc. | 0.40% | 15,370 | $1.4M | — |
| TENB Tenable Holdings Inc. | 0.40% | 34,698 | $1.4M | — |
| ODFL Old Dominion Freight Line | 0.39% | 7,723 | $1.4M | — |
| HCC Warrior Met Coal Inc. | 0.39% | 24,909 | $1.4M | — |
| SKY Champion Homes Inc. | 0.39% | 15,237 | $1.3M | — |
| CNO Cno Financial Group Inc. | 0.38% | 35,606 | $1.3M | — |
| CPRT Copart Inc. | 0.38% | 22,980 | $1.3M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.