BEACONLIGHT CAPITAL, LLC: 13F holdings
CIK 15695372026Q2
| Positions | 33 |
|---|
| Reported value | $283.3m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 33 (-1 vs prior quarter) |
|---|
| Reported value | $283.3m (+49.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SXT SENSIENT TECHNOLOGIES CORP | 221,811 | $27.3m | 9.7% |
| CONSTELLIUM SE | 779,899 | $24.9m | 8.8% |
| NTRA NATERA INC | 53,312 | $14.5m | 5.1% |
| SNOW SNOWFLAKE INC | 53,180 | $13.5m | 4.8% |
| LNG CHENIERE ENERGY INC | 55,621 | $13.3m | 4.7% |
| WERN WERNER ENTERPRISES INC | 276,026 | $12.0m | 4.2% |
| SGI SOMNIGROUP INTERNATIONAL INC | 128,310 | $10.1m | 3.6% |
| REZI RESIDEO TECHNOLOGIES INC | 322,960 | $10.0m | 3.5% |
| JHX JAMES HARDIE INDS PLC | 326,195 | $8.5m | 3.0% |
| COMP COMPASS INC | 649,901 | $8.0m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1569537")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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