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BRIGHTLINE CAPITAL MANAGEMENT, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $461,530,870
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VIASAT INC · COM · 92552V100 · shares: $189,678,720
- CONSTELLIUM SE · CL A SHS · F21107101 · shares: $61,286,010
- REGAL REXNORD CORPORATION · COM · 758750103 · shares: $38,824,970
- FLUOR CORP · COM · 343412102 · shares: $37,877,970
- ECOVYST INC · COM · 27923Q109 · shares: $37,499,400
- DANA INC · COM · 235825205 · shares: $31,563,600
- HERC HLDGS INC · COM · 42704L104 · shares: $20,354,280
- TREKOR METALS LTD · COM · 89472Y107 · shares: $15,136,000
- OWENS CORNING NEW · COM · 690742101 · shares: $12,716,800
- WILLSCOT HLDGS CORP · COM CL A · 971378104 · shares: $9,870,120
Reported holdings
11 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VIASAT INC | COM | 92552V100 | — | 2,112,000 shares | $189,678,720 |
| CONSTELLIUM SE | CL A SHS | F21107101 | — | 1,923,000 shares | $61,286,010 |
| REGAL REXNORD CORPORATION | COM | 758750103 | — | 163,000 shares | $38,824,970 |
| FLUOR CORP | COM | 343412102 | — | 723,000 shares | $37,877,970 |
| ECOVYST INC | COM | 27923Q109 | — | 3,012,000 shares | $37,499,400 |
| DANA INC | COM | 235825205 | — | 1,160,000 shares | $31,563,600 |
| HERC HLDGS INC | COM | 42704L104 | — | 142,000 shares | $20,354,280 |
| TREKOR METALS LTD | COM | 89472Y107 | — | 2,200,000 shares | $15,136,000 |
| OWENS CORNING NEW | COM | 690742101 | — | 80,000 shares | $12,716,800 |
| WILLSCOT HLDGS CORP | COM CL A | 971378104 | — | 342,000 shares | $9,870,120 |
| ALGOMA STL GROUP INC | COM | 015658107 | — | 1,660,000 shares | $6,723,000 |