Brightline Capital Management as of Sept. 30, 2019
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 13 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nexstar Broadcasting (NXST) | 12.0 | $13M | 125k | 102.31 | |
| Builders FirstSource (BLDR) | 11.8 | $13M | 610k | 20.57 | |
| Bmc Stk Hldgs | 10.4 | $11M | 424k | 26.18 | |
| ViaSat (VSAT) | 9.9 | $11M | 140k | 75.32 | |
| Sunrun (RUN) | 9.9 | $11M | 630k | 16.70 | |
| Sinclair Broadcast | 9.2 | $9.8M | 230k | 42.74 | |
| Gray Television (GTN) | 8.9 | $9.5M | 580k | 16.32 | |
| Commercial Metals Company (CMC) | 8.2 | $8.7M | 500k | 17.38 | |
| Dorian Lpg (LPG) | 6.4 | $6.8M | 660k | 10.36 | |
| Tronox Holdings (TROX) | 5.3 | $5.6M | 675k | 8.30 | |
| Meritor | 4.8 | $5.1M | 275k | 18.50 | |
| Olin Corporation (OLN) | 1.9 | $2.1M | 110k | 18.72 | |
| Constellium Holdco B V cl a | 1.3 | $1.4M | 110k | 12.71 |
