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BRIGHTLINE CAPITAL MANAGEMENT, LLC 13F holdings

Filed 2026-08-14 · BRIGHTLINE CAPITAL MANAGEMENT, LLC · 11 positions · $461.5M

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TickerCompanySharesValue% of portfolio
VSATVIASAT INC2.1M$189.7M41.1%
—CONSTELLIUM SE1.9M$61.3M13.3%
RRXREGAL REXNORD CORPORATION163.0K$38.8M8.4%
FLRFLUOR CORP723.0K$37.9M8.2%
ECVTECOVYST INC3.0M$37.5M8.1%
DANDANA INC1.2M$31.6M6.8%
HRIHERC HLDGS INC142.0K$20.4M4.4%
TGBTREKOR METALS LTD2.2M$15.1M3.3%
OCOWENS CORNING NEW80.0K$12.7M2.8%
WSCWILLSCOT HLDGS CORP342.0K$9.9M2.1%
ASTLALGOMA STL GROUP INC1.7M$6.7M1.5%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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