BRIGHTLINE CAPITAL MANAGEMENT, LLC
CIK 1432450
13F filing for Q2 2026・No. 4,109
- Holdings
- US$461.53M
- Quarter change
- +US$123.39M
- Entries
- 11
- Net bought (estimate)
- +US$16.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 3
- Cut 0
- Added 6
- Corporate actions 0
- Unchanged 0
Largest holdings
11 stocks worth US$461.53M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VSATVIASAT INCCOM | Added | 2,112,000 | US$189.68M | 41.10% |
| CSTMCONSTELLIUM SECL A SHS | Added | 1,923,000 | US$61.29M | 13.28% |
| RRXREGAL REXNORD CORPORATIONCOM | Added | 163,000 | US$38.82M | 8.41% |
| FLRFLUOR CORPCOM | Added | 723,000 | US$37.88M | 8.21% |
| ECVTECOVYST INCCOM | Added | 3,012,000 | US$37.5M | 8.13% |
| DANDANA INCCOM | Added | 1,160,000 | US$31.56M | 6.84% |
| HRIHERC HLDGS INCCOM | New | 142,000 | US$20.35M | 4.41% |
| TGBTREKOR METALS LTDCOM | New | 2,200,000 | US$15.14M | 3.28% |
| OCOWENS CORNING NEWCOM | New | 80,000 | US$12.72M | 2.76% |
| WSCWILLSCOT HLDGS CORPCOM CL A | New | 342,000 | US$9.87M | 2.14% |
Sign in (free) to see its 11 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.