BRIGHTLINE CAPITAL MANAGEMENT, LLC
An institutional investment manager in Miami, FL. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1432450.
- Reported value$461.5m
- Positions11
Holdings: 11 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Viasat IncVSAT | COM | 92552V100 | 190 | 41.1% | 2,112,000 | Added+12,000 | |
| Constellium SE | CL A SHS | F21107101 | 61.3 | 13.3% | 1,923,000 | Added+76,000 | |
| Regal Rexnord CorporationRRX | COM | 758750103 | 38.8 | 8.4% | 163,000 | Added+38,000 | |
| Fluor CorpFLR | COM | 343412102 | 37.9 | 8.2% | 723,000 | Added+122,000 | |
| Ecovyst IncECVT | COM | 27923Q109 | 37.5 | 8.1% | 3,012,000 | Added+212,000 | |
| Dana IncDAN | COM | 235825205 | 31.6 | 6.8% | 1,160,000 | Added+10,000 | |
| Herc Holdings IncHRI | COM | 42704L104 | 20.4 | 4.4% | 142,000 | New+142,000 | |
| Trekor Metals LtdTGB | COM | 89472Y107 | 15.1 | 3.3% | 2,200,000 | New+2,200,000 | |
| Owens Corning NewOC | COM | 690742101 | 12.7 | 2.8% | 80,000 | New+80,000 | |
| Willscot Holdings CorpWSC | COM CL A | 971378104 | 9.9 | 2.1% | 342,000 | New+342,000 | |
| Algoma STL Group IncASTL | COM | 015658107 | 6.7 | 1.5% | 1,660,000 | New+1,660,000 |
Sold out: 3 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Amentum Holdings IncAMTM | COM | 023939101 | 0.0 | 0.0% | 0 | Sold out−1,396,000 | |
| Kaiser Aluminum CorpKALU | COM PAR $0.01 | 483007704 | 0.0 | 0.0% | 0 | Sold out−175,000 | |
| Taseko Mines Ltd | COM | 876511106 | 0.0 | 0.0% | 0 | Sold out−2,002,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-005369 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.