BRIGHTLINE CAPITAL MANAGEMENT, LLC
CIK 1432450 · Holdings on Sep 30, 2025 · First reported Nov 13, 2025
Top ten holdings
Q3 2025- VSAT24.45%
- SEI16.43%
- AMTM11.78%
- CSTM9.91%
- FLR9.38%
- DAN8.87%
- EOSE8.19%
- 4158641077.28%
- MAGN2.69%
- TSEOQ1.02%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VSATWeight increased · +11.87 pp12.58% → 24.45%Shares +36.00K (+1.80%)
- EOSEWeight increased · +4.39 pp3.80% → 8.19%Shares +31.00K (+1.80%)
- CSTMWeight increased · +4.18 pp5.73% → 9.91%Shares +625.00K (+62.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VSATVIASAT INC View history and evidence | $59.65M | 24.45% | 2.04M shares | 12.58% → 24.45%+11.87 pp +36.00K (+1.80%) | Added | ↗▾ |
| 02 | SEISOLARIS ENERGY INFRASTRUCTURCOM CL A View history and evidence | $40.09M | 16.43% | 1.00M shares | 13.67% → 16.43%+2.76 pp -119.00K (-10.61%) | Reduced | ↗▾ |
| 03 | AMTMAMENTUM HOLDINGS INC View history and evidence | $28.74M | 11.78% | 1.20M shares | 10.17% → 11.78%+1.61 pp +200.00K (+20.00%) | Added | ↗▾ |
| 04 | CSTMCONSTELLIUM SECL A SHS View history and evidence | $24.18M | 9.91% | 1.63M shares | 5.73% → 9.91%+4.18 pp +625.00K (+62.50%) | Added | ↗▾ |
| 05 | FLRFLUOR CORP View history and evidence | $22.89M | 9.38% | 544.00K shares | 11.79% → 9.38%-2.41 pp +10.00K (+1.87%) | Added | ↗▾ |
| 06 | DANDANA INC View history and evidence | $21.64M | 8.87% | 1.08M shares | Prior unavailable +1.08M | New | ↗▾ |
| 07 | EOSEEOS ENERGY ENTERPRISES INCCOM CL A View history and evidence | $19.98M | 8.19% | 1.75M shares | 3.80% → 8.19%+4.39 pp +31.00K (+1.80%) | Added | ↗▾ |
| 08 | 415864107ENVIRI CORP View history and evidence | $17.77M | 7.28% | 1.40M shares | 5.23% → 7.28%+2.05 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | MAGNMAGNERA CORPCOM SHS View history and evidence | $6.56M | 2.69% | 560.00K shares | 2.89% → 2.69%-0.20 pp +5.00K (+0.90%) | Added | ↗▾ |
| 10 | TSEOQTRINSEO PLCSHS View history and evidence | $2.49M | 1.02% | 1.06M shares | 1.37% → 1.02%-0.35 pp +38.00K (+3.72%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TPC TUTOR PERINI CORP | Non-derivative | -705,000 | -$32.98M | SEC filing ↗ | SEC filing ↗ |
| TOL TOLL BROTHERS INC | Non-derivative | -160,000 | -$18.26M | SEC filing ↗ | SEC filing ↗ |
| NEXT NEXTDECADE CORP | Non-derivative | -1,450,000 | -$12.92M | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1432450 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 243992250
}Take these holdings further.
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