Brightline Capital Management, LLC
Brightline Capital Management, LLC reported 11 holdings worth US$462M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Brightline Capital Management, LLC reported 11 holdings worth US$462M as of Jun 30, 2026. Largest: Viasat, Inc., Regal Rexnord Corporation and Fluor Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$462M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Viasat, Inc. | 2.11M | US$190M | 41.1% |
| Regal Rexnord Corporation | 163K | US$38.8M | 8.4% |
| Fluor Corporation | 723K | US$37.9M | 8.2% |
| Ecovyst Inc. | 3.01M | US$37.5M | 8.1% |
| Dana Incorporated | 1.16M | US$31.6M | 6.8% |
| Herc Holdings Inc. | 142K | US$20.4M | 4.4% |
| Owens Corning Inc | 80,000 | US$12.7M | 2.8% |
| Willscot Holdings Corporation | 342K | US$9.87M | 2.1% |
| Algoma Steel Group Inc. | 1.66M | US$6.72M | 1.5% |
| Amentum Holdings, Inc. | 0 | US$0 | 0.00% |
| Kaiser Aluminum Corporation | 0 | US$0 | 0.00% |
| Taseko Mines Limited | 0 | US$0 | 0.00% |