BRIGHTLINE CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 14324502026Q2
| Positions | 11 |
|---|
| Reported value | $461.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 11 (+2 vs prior quarter) |
|---|
| Reported value | $461.5m (+36.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VSAT VIASAT INC | 2,112,000 | $189.7m | 41.1% |
| CONSTELLIUM SE | 1,923,000 | $61.3m | 13.3% |
| RRX REGAL REXNORD CORPORATION | 163,000 | $38.8m | 8.4% |
| FLR FLUOR CORP | 723,000 | $37.9m | 8.2% |
| ECVT ECOVYST INC | 3,012,000 | $37.5m | 8.1% |
| DAN DANA INC | 1,160,000 | $31.6m | 6.8% |
| HRI HERC HLDGS INC | 142,000 | $20.4m | 4.4% |
| TREKOR METALS LTD | 2,200,000 | $15.1m | 3.3% |
| OC OWENS CORNING NEW | 80,000 | $12.7m | 2.8% |
| WSC WILLSCOT HLDGS CORP | 342,000 | $9.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1432450")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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