Brightline Capital Management as of Dec. 31, 2020
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 15 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 13.1 | $17M | 300k | 57.68 | |
| Arconic | 9.4 | $13M | 420k | 29.80 | |
| Bunge | 8.9 | $12M | 180k | 65.58 | |
| Chemours (CC) | 8.7 | $12M | 465k | 24.79 | |
| Renewable Energy Group Com New | 8.6 | $11M | 160k | 70.82 | |
| Kaiser Aluminum Corp Com Par $0.01 (KALU) | 8.2 | $11M | 110k | 98.90 | |
| Dana Holding Corporation (DAN) | 7.7 | $10M | 525k | 19.52 | |
| Antero Midstream Corp antero midstream (AM) | 7.6 | $10M | 1.3M | 7.71 | |
| Nexstar Media Group Cl A (NXST) | 6.2 | $8.2M | 75k | 109.19 | |
| Atlas Air Worldwide Hldgs In Com New | 6.2 | $8.2M | 150k | 54.54 | |
| Forterra | 6.0 | $7.9M | 460k | 17.20 | |
| Jeld-wen Hldg (JELD) | 4.8 | $6.3M | 250k | 25.36 | |
| Championx Corp (CHX) | 2.4 | $3.2M | 210k | 15.30 | |
| Cemex Sab De Cv Spon Adr New (CX) | 1.8 | $2.3M | 450k | 5.17 | |
| Sunrun (RUN) | 0.5 | $694k | 10k | 69.40 |
