Brightline Capital Management

Brightline Capital Management as of Dec. 31, 2011

Portfolio Holdings for Brightline Capital Management

Brightline Capital Management holds 8 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Masco Corporation (MAS) 19.6 $6.1M 584k 10.48
Gramercy Capital 18.9 $5.9M 2.4M 2.50
Genco Shipping & Trading 17.4 $5.4M 804k 6.76
Louisiana-Pacific Corporation (LPX) 12.7 $4.0M 493k 8.07
Mueller Water Products (MWA) 12.1 $3.8M 1.6M 2.44
USG Corporation 8.1 $2.5M 249k 10.16
Excel Maritime Carriers L 7.2 $2.3M 1.6M 1.45
Eagle Bulk Shipping 4.1 $1.3M 1.4M 0.94