BRIGHTLINE CAPITAL MANAGEMENT, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ECOVYST INC | 0 | 2,050,000 | +2,050,000 | 0 | 19,946,500 | +19,946,500 |
| KAISER ALUMINUM CORP | 0 | 168,000 | +168,000 | 0 | 19,296,480 | +19,296,480 |
| VIASAT INC | 2,036,000 | 2,094,000 | +58,000 | 59,654,800 | 72,159,240 | +12,504,440 |
| AMENTUM HOLDINGS INC | 1,200,000 | 1,392,000 | +192,000 | 28,740,000 | 40,368,000 | +11,628,000 |
| CONSTELLIUM SE | 1,625,000 | 1,842,000 | +217,000 | 24,180,000 | 34,721,700 | +10,541,700 |
| DANA INC | 1,080,000 | 1,146,000 | +66,000 | 21,643,200 | 27,228,960 | +5,585,760 |
| FLUOR CORP NEW | 544,000 | 559,000 | +15,000 | 22,886,080 | 22,153,170 | -732,910 |
| TRINSEO PLC | 1,060,000 | 0 | -1,060,000 | 2,491,000 | 0 | -2,491,000 |
| MAGNERA CORP | 560,000 | 0 | -560,000 | 6,563,200 | 0 | -6,563,200 |
| ENVIRI CORP | 1,400,000 | 0 | -1,400,000 | 17,766,000 | 0 | -17,766,000 |
| EOS ENERGY ENTERPRISES INC | 1,754,000 | 0 | -1,754,000 | 19,978,060 | 0 | -19,978,060 |
| SOLARIS ENERGY INFRAS INC | 1,003,000 | 250,000 | -753,000 | 40,089,910 | 11,492,500 | -28,597,410 |