BRIGHTLINE CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 14324502026Q2
| Positions | 11 |
|---|---|
| Reported value | $461.5m |
| Filed | 2026-08-14 |
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% |
| 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.