Holdings
Brightline Capital Management, LLC
As of Jun 30, 2026, Brightline Capital Management, LLC reported 9 positions worth US$385M. Largest: Viasat, Inc., Regal Rexnord Corporation and Fluor Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Viasat, Inc. | 2.11M | US$190M | +12,000 | Jun 30, 2026 |
| Regal Rexnord Corporation | 163K | US$38.8M | +38,000 | Jun 30, 2026 |
| Fluor Corporation | 723K | US$37.9M | +122K | Jun 30, 2026 |
| Ecovyst Inc. | 3.01M | US$37.5M | +212K | Jun 30, 2026 |
| Dana Incorporated | 1.16M | US$31.6M | +10,000 | Jun 30, 2026 |
| Herc Holdings Inc. | 142K | US$20.4M | new | Jun 30, 2026 |
| Owens Corning Inc | 80,000 | US$12.7M | new | Jun 30, 2026 |
| Willscot Holdings Corporation | 342K | US$9.87M | new | Jun 30, 2026 |
| Algoma Steel Group Inc. | 1.66M | US$6.72M | new | Jun 30, 2026 |