Brightline Capital Management as of Sept. 30, 2020
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Renewable Energy Group Com New | 21.4 | $18M | 330k | 53.42 | |
| Darling International (DAR) | 13.1 | $11M | 300k | 36.03 | |
| Chemours (CC) | 11.8 | $9.7M | 465k | 20.91 | |
| Atlas Air Worldwide Hldgs In Com New | 11.1 | $9.1M | 150k | 60.90 | |
| Alcoa (AA) | 9.6 | $7.9M | 680k | 11.63 | |
| Forterra | 6.6 | $5.4M | 460k | 11.82 | |
| Nexstar Media Group Cl A (NXST) | 6.5 | $5.4M | 60k | 89.93 | |
| Tronox Holdings SHS (TROX) | 6.3 | $5.2M | 660k | 7.87 | |
| Arconic | 5.1 | $4.2M | 220k | 19.05 | |
| Championx Corp (CHX) | 4.5 | $3.7M | 460k | 7.99 | |
| Sunrun (RUN) | 4.0 | $3.3M | 43k | 77.07 |
