BRIGHTLINE CAPITAL MANAGEMENT, LLC 13F Holdings
CIK 0001432450 · Greenwich, CT
As of Sep 30, 2025, BRIGHTLINE CAPITAL MANAGEMENT, LLC reported 10 positions worth $244.0M in its SEC Form 13F filing.
Top 10 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VIASAT INC | VSAT | Technology | 2,036,000 | $59.7M | 24.45% |
| SOLARIS ENERGY INFRASTRUCTURE INC | SEI | Energy | 1,003,000 | $40.1M | 16.43% |
| AMENTUM HOLDINGS INC | AMTM | Industrials | 1,200,000 | $28.7M | 11.78% |
| CONSTELLIUM SE | CSTM | Basic Materials | 1,625,000 | $24.2M | 9.91% |
| FLUOR CORP | FLR | Industrials | 544,000 | $22.9M | 9.38% |
| DANA INC | DAN | Consumer Cyclical | 1,080,000 | $21.6M | 8.87% |
| EOS ENERGY ENTERPRISES INC | EOSE | Industrials | 1,754,000 | $20.0M | 8.19% |
| ENVIRI CORP | NVRI | Industrials | 1,400,000 |