Holdings
Beaconlight Capital, LLC
As of Jun 30, 2026, Beaconlight Capital, LLC reported 28 positions worth US$189M. Largest: Sensient Technologies Corporation, Natera, Inc. and Snowflake Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sensient Technologies Corporation | 222K | US$27.3M | +97,629 | Jun 30, 2026 |
| Natera, Inc. | 53,312 | US$14.5M | +19,723 | Jun 30, 2026 |
| Snowflake Inc. | 53,180 | US$13.5M | +34,863 | Jun 30, 2026 |
| Cheniere Energy, Inc. | 55,621 | US$13.3M | +25,822 | Jun 30, 2026 |
| Werner Enterprises, Inc. | 276K | US$12M | new | Jun 30, 2026 |
| Somnigroup International Inc. | 128K | US$10.1M | +69,111 | Jun 30, 2026 |
| Resideo Technologies, Inc. | 323K | US$10M | −271K | Jun 30, 2026 |
| Compass, Inc. | 650K | US$8.01M | new | Jun 30, 2026 |
| Teck Resources Limited Class A | 134K | US$7.96M | −49,492 | Jun 30, 2026 |
| Delta Air Lines, Inc. | 81,820 | US$7.66M | new | Jun 30, 2026 |