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.
BRIGHTLINE CAPITAL MANAGEMENT, LLC (CIK 1432450) reported $338.1M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VSAT ($96.2M, 28.44%), CSTM ($45.4M, 13.43%), DAN ($38.7M, 11.44%), AMTM ($36.4M, 10.77%), ECVT ($36.0M, 10.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VSAT | VIASAT INC | $96.2M | 28.44% | 2.1M | Added |
| 2 | CSTM | CONSTELLIUM SE | $45.4M | 13.43% | 1.8M | Added |
| 3 | DAN | DANA INC | $38.7M | 11.44% | 1.1M | Added |
| 4 | AMTM | AMENTUM HOLDINGS INC | $36.4M | 10.77% | 1.4M | Added |
| 5 | ECVT | ECOVYST INC | $36.0M | 10.65% | 2.8M | Added |
| 6 | FLR | FLUOR CORP NEW | $28.0M | 8.29% | 601,000 | Added |
| 7 | RRX | REGAL REXNORD CORPORATION | $23.4M | 6.92% | 125,000 | New |
| 8 | KALU | KAISER ALUMINUM CORP | $21.1M | 6.24% | 175,000 | Added |
| 9 | TGB | TASEKO MINES LTD | $12.9M | 3.82% | 2.0M | New |
| 10 | SOI | SOLARIS ENERGY INFRAS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31