Brightline Capital Management

Brightline Capital Management as of March 31, 2012

Portfolio Holdings for Brightline Capital Management

Brightline Capital Management holds 12 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Masco Corporation (MAS) 18.9 $7.8M 584k 13.37
Genco Shipping & Trading 13.2 $5.4M 856k 6.36
Mueller Water Products (MWA) 12.5 $5.2M 1.6M 3.33
Excel Maritime Carriers L 8.6 $3.6M 1.8M 2.00
FelCor Lodging Trust Incorporated 8.2 $3.4M 941k 3.60
Genworth Financial (GNW) 7.2 $3.0M 356k 8.32
iStar Financial 7.1 $2.9M 406k 7.25
Eagle Bulk Shipping 6.4 $2.6M 1.4M 1.94
D.R. Horton (DHI) 5.6 $2.3M 153k 15.17
Ruby Tuesday 5.4 $2.2M 244k 9.13
Gramercy Capital 3.9 $1.6M 610k 2.67
Teekay Tankers Ltd cl a 3.0 $1.2M 203k 6.07