Brightline Capital Management as of March 31, 2021
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 13 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 14.9 | $22M | 300k | 73.58 | |
| Dana Holding Corporation (DAN) | 11.1 | $16M | 675k | 24.33 | |
| Bunge | 10.7 | $16M | 200k | 79.27 | |
| Arconic | 8.9 | $13M | 520k | 25.39 | |
| Chemours (CC) | 8.8 | $13M | 465k | 27.91 | |
| Mosaic (MOS) | 8.7 | $13M | 410k | 31.61 | |
| Atlas Air Worldwide Hldgs In Com New | 8.2 | $12M | 200k | 60.44 | |
| Antero Midstream Corp antero midstream (AM) | 7.9 | $12M | 1.3M | 9.03 | |
| Nexstar Media Group Cl A (NXST) | 7.6 | $11M | 80k | 140.43 | |
| Rayonier Advanced Matls (RYAM) | 6.1 | $9.1M | 1.0M | 9.07 | |
| Antero Res (AR) | 4.1 | $6.1M | 600k | 10.20 | |
| CF Industries Holdings (CF) | 2.6 | $3.9M | 85k | 45.38 | |
| Sunrun (RUN) | 0.4 | $605k | 10k | 60.50 |
