Institutions / Beaconlight Capital, LLC
Beaconlight Capital, LLC
CIK 1569537 · Institution · as of Dec 31, 2025
Portfolio value
$171.22M
Positions
23
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Constellium SE | $25.26M | 14.8% |
| Resideo Technologies, Inc. | $24.35M | 14.2% |
| Sensient Technologies Corp | $12.97M | 7.6% |
| Gulfport Energy Corp | $9.69M | 5.7% |
| Teck Resources Ltd | $9.16M | 5.3% |
| Somnigroup International Inc | $8.42M | 4.9% |
| Carpenter Technology Corp | $8.01M | 4.7% |
| Sandisk Corp | $7.56M | 4.4% |
| Unity Software Inc. | $7.53M | 4.4% |
| Cheniere Energy, Inc. | $6.97M | 4.1% |
| QuidelOrtho Corp | $6.83M | 4.0% |
| Twilio Inc | $6.55M | 3.8% |
| Snowflake Inc. | $6.07M | 3.5% |
| Natera, Inc. | $5.33M | 3.1% |
| EQT Corp | $4.98M | 2.9% |
| GDS Holdings LtdGDS | $4.75M | 2.8% |
| TransMedics Group, Inc. | $3.57M | 2.1% |
| Seagate Technology Holdings PLC | $3.48M | 2.0% |
| Vicor Corp | $3.21M | 1.9% |
| Digimarc Corp | $2.83M | 1.7% |
| James Hardie Industries PLC | $2.42M | 1.4% |
| Fair Isaac Corp | $848.7K | 0.5% |
| Advance Auto Parts Inc | $429.2K | 0.3% |
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.