BEACONLIGHT CAPITAL, 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 ▲▼ | |
| CARPENTER TECHNOLOGY CORP | 0 | 25,445 | +25,445 | 0 | 8,011,104 | +8,011,104 |
| CONSTELLIUM SE | 1,273,505 | 1,339,934 | +66,429 | 18,949,754 | 25,257,756 | +6,308,002 |
| TWILIO INC | 23,416 | 46,060 | +22,644 | 2,343,707 | 6,551,574 | +4,207,867 |
| VICOR CORP | 0 | 29,257 | +29,257 | 0 | 3,206,567 | +3,206,567 |
| UNITY SOFTWARE INC | 117,281 | 170,521 | +53,240 | 4,695,931 | 7,531,913 | +2,835,982 |
| JAMES HARDIE INDS PLC | 0 | 116,640 | +116,640 | 0 | 2,420,280 | +2,420,280 |
| SENSIENT TECHNOLOGIES CORP | 114,231 | 138,033 | +23,802 | 10,720,579 | 12,968,200 | +2,247,621 |
| NATERA INC | 23,433 | 23,286 | -147 | 3,772,010 | 5,334,590 | +1,562,580 |
| QUIDELORTHO CORP | 199,121 | 239,049 | +39,928 | 5,864,113 | 6,827,239 | +963,126 |
| FAIR ISAAC CORP | 0 | 502 | +502 | 0 | 848,691 | +848,691 |
| SNOWFLAKE INC | 23,566 | 27,675 | +4,109 | 5,315,311 | 6,070,788 | +755,477 |
| GULFPORT ENERGY CORP | 49,650 | 46,572 | -3,078 | 8,985,657 | 9,686,510 | +700,853 |
| SOMNIGROUP INTERNATIONAL INC | 98,420 | 94,357 | -4,063 | 8,299,759 | 8,424,193 | +124,434 |
| SANDISK CORP | 74,800 | 31,864 | -42,936 | 8,392,560 | 7,563,876 | -828,684 |
| TECK RESOURCES LTD | 233,679 | 191,235 | -42,444 | 10,256,171 | 9,158,244 | -1,097,927 |
| DOUBLEVERIFY HLDGS INC | 93,163 | 0 | -93,163 | 1,116,093 | 0 | -1,116,093 |
| TRANSMEDICS GROUP INC | 44,218 | 29,344 | -14,874 | 4,961,260 | 3,569,698 | -1,391,562 |
| DIGIMARC CORP NEW | 433,068 | 431,772 | -1,296 | 4,231,074 | 2,832,424 | -1,398,650 |
| GDS HLDGS LTD | 161,815 | 136,043 | -25,772 | 6,262,241 | 4,747,901 | -1,514,340 |
| EQT CORP | 126,620 | 92,889 | -33,731 | 6,891,927 | 4,978,850 | -1,913,077 |
| ADAPTIVE BIOTECHNOLOGIES COR | 171,599 | 0 | -171,599 | 2,567,121 | 0 | -2,567,121 |
| SEAGATE TECHNOLOGY HLDNGS PL | 26,246 | 12,651 | -13,595 | 6,195,631 | 3,483,959 | -2,711,672 |
| RESIDEO TECHNOLOGIES INC | 645,028 | 693,311 | +48,283 | 27,852,309 | 24,349,082 | -3,503,227 |
| COGENT COMMUNICATIONS HLDGS | 92,910 | 0 | -92,910 | 3,563,099 | 0 | -3,563,099 |
| TOLL BROTHERS INC | 27,562 | 0 | -27,562 | 3,807,415 | 0 | -3,807,415 |
| ALIBABA GROUP HLDG LTD | 21,489 | 0 | -21,489 | 3,840,729 | 0 | -3,840,729 |
| MASTERBRAND INC | 292,959 | 0 | -292,959 | 3,858,270 | 0 | -3,858,270 |
| CANADIAN PACIFIC KANSAS CITY | 56,656 | 0 | -56,656 | 4,220,305 | 0 | -4,220,305 |
| FULL TRUCK ALLIANCE CO LTD | 458,277 | 0 | -458,277 | 5,943,853 | 0 | -5,943,853 |
| CHENIERE ENERGY INC | 60,139 | 35,835 | -24,304 | 14,131,462 | 6,965,966 | -7,165,496 |
| STMICROELECTRONICS N V | 261,232 | 0 | -261,232 | 7,382,416 | 0 | -7,382,416 |
| ADVANCE AUTO PARTS INC | 135,351 | 10,920 | -124,431 | 8,310,551 | 429,156 | -7,881,395 |