Institutions / Brightline Capital Management, LLC
Brightline Capital Management, LLC
CIK 1432450 · Institution · as of Dec 31, 2025
Portfolio value
$247.37M
Positions
8
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Viasat Inc | $72.16M | 29.2% |
| Amentum Holdings, Inc. | $40.37M | 16.3% |
| Constellium SE | $34.72M | 14.0% |
| DANA Inc | $27.23M | 11.0% |
| Fluor Corp | $22.15M | 9.0% |
| Ecovyst Inc. | $19.95M | 8.1% |
| Kaiser Aluminum Corp | $19.30M | 7.8% |
| Solaris Energy Infrastructure, Inc. | $11.49M | 4.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.