Fund HoldingsBRIGHTLINE CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$461.53M
Total Bought
$208.07M
Total Sold
$70.41M
Net Transaction
+$137.66M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VIASAT INC(VSAT)2,100,0002,112,000+12,00096,180189,67941.10%+93,499
HERC HLDGS INC(HRI)0142,000+142,000020,3544.41%+20,354
CONSTELLIUM SE(CSTM)1,847,0001,923,000+76,00045,39961,28613.28%+15,887
REGAL REXNORD CORPORATION(RRX)125,000163,000+38,00023,40838,8258.41%+15,417
TREKOR METALS LTD02,200,000+2,200,000015,1363.28%+15,136
OWENS CORNING NEW(OC)080,000+80,000012,7172.76%+12,717
WILLSCOT HLDGS CORP(WSC)0342,000+342,00009,8702.14%+9,870
FLUOR CORP(FLR)601,000723,000+122,00028,03737,8788.21%+9,841
ALGOMA STL GROUP INC01,660,000+1,660,00006,7231.46%+6,723
ECOVYST INC(ECVT)2,800,0003,012,000+212,00036,00837,4998.13%+1,491
DANA INC(DAN)1,150,0001,160,000+10,00038,69831,5646.84%-7,134
TASEKO MINES LTD(TGB)2,002,0000-2,002,00012,9130-12,913
KAISER ALUMINUM CORP(KALU)175,0000-175,00021,0890-21,089
AMENTUM HOLDINGS INC1,396,0000-1,396,00036,4080-36,408
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