Holders — by stockHoldings — by fund
BRIGHTLINE CAPITAL MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001432450
$461.5M
disclosed book value
11
positions
41.1%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VSATVIASAT INC | 2.1M | $189.7M | 41.1% |
| 2 | CONSTELLIUM SE | 1.9M | $61.3M | 13.3% |
| 3 | RRXREGAL REXNORD CORPORATION | 163,000 | $38.8M | 8.4% |
| 4 | FLRFLUOR CORP | 723,000 | $37.9M | 8.2% |
| 5 | ECVTECOVYST INC | 3.0M | $37.5M | 8.1% |
| 6 | DANDANA INC | 1.2M | $31.6M | 6.8% |
| 7 | HRIHERC HLDGS INC | 142,000 | $20.4M | 4.4% |
| 8 | TGBTREKOR METALS LTD | 2.2M | $15.1M | 3.3% |
| 9 | OCOWENS CORNING NEW | 80,000 | $12.7M | 2.8% |
| 10 | WSCWILLSCOT HLDGS CORP | 342,000 | $9.9M | 2.1% |
| 11 | ASTLALGOMA STL GROUP INC | 1.7M | $6.7M | 1.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.