Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BEACONLIGHT CAPITAL, LLC (CIK 1569537) reported $189.8M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CSTM ($28.8M, 15.18%), REZI ($20.0M, 10.55%), STM ($13.3M, 7.00%), SPY ($12.5M, 6.58%), SXT ($10.7M, 5.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CSTM | CONSTELLIUM SE | $28.8M | 15.18% | 1.2M | Trimmed |
| 2 | REZI | RESIDEO TECHNOLOGIES INC | $20.0M | 10.55% | 594,234 | Trimmed |
| 3 | STM | STMICROELECTRONICS N V | $13.3M | 7.00% | 384,477 | New |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $12.5M | 6.58% | 19,200 | New |
| 5 | SXT | SENSIENT TECHNOLOGIES CORP | $10.7M | 5.66% | 124,182 | Trimmed |
| 6 | TECK | TECK RESOURCES LTD | $9.5M | 5.00% | 183,299 | Trimmed |
| 7 | LNG | CHENIERE ENERGY INC | $8.5M | 4.46% | 29,799 | Trimmed |
| 8 | U | UNITY SOFTWARE INC | $7.6M | 3.99% | 345,309 | Added |
| 9 | GPOR | GULFPORT ENERGY CORP | $7.2M | 3.79% | 33,981 | Trimmed |
| 10 | NTRA | NATERA INC | $6.7M | 3.54% | 33,589 | Added |
| 11 | CELH | CELSIUS HLDGS INC | $5.5M | 2.92% | 156,391 | New |
| 12 | FDX | FEDEX CORP | $5.4M | 2.85% | 15,201 | New |
| 13 | TNDM | TANDEM DIABETES CARE INC | $4.9M | 2.56% | 253,877 | New |
| 14 | TPX | SOMNIGROUP INTERNATIONAL INC | $4.4M | 2.31% | 59,199 | Trimmed |
| 15 | TMDX | TRANSMEDICS GROUP INC | $4.2M | 2.22% | 42,478 | Added |
| 16 | EQT | EQT CORP | $4.0M | 2.10% | 62,760 | Trimmed |
| 17 | SOLSTICE ADVANCED MATLS INC | $3.5M | 1.86% | 46,433 | New | |
| 18 | NOW | SERVICENOW INC | $3.0M | 1.58% | 28,682 | New |
| 19 | JHX | JAMES HARDIE INDS PLC | $2.9M | 1.54% | 153,863 | Added |
| 20 | SNOW | SNOWFLAKE INC | $2.8M | 1.46% | 18,317 | Trimmed |
| 21 | CE | CELANESE CORP DEL | $2.7M | 1.42% | 41,055 | New |
| 22 | AVGO | BROADCOM INC | $2.6M | 1.39% | 8,516 | New |
| 23 | QDEL | QUIDELORTHO CORP | $2.5M | 1.32% | 152,057 | Trimmed |
| 24 | VICR | VICOR CORP | $2.2M | 1.14% | 13,477 | Trimmed |
| 25 | RIG | TRANSOCEAN LTD | $2.2M | 1.14% | 326,947 | New |
Source: SEC Form 13F filings · as of 2026-03-31