Brightline Capital Management as of Sept. 30, 2021
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 12 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arconic | 11.7 | $16M | 520k | 31.54 | |
| Atlas Air Worldwide Hldgs In Com New | 11.7 | $16M | 200k | 81.68 | |
| Archaea Energy Com Cl A | 11.0 | $15M | 810k | 18.94 | |
| Dana Holding Corporation (DAN) | 10.7 | $15M | 675k | 22.24 | |
| Mosaic (MOS) | 10.5 | $15M | 410k | 35.72 | |
| CF Industries Holdings (CF) | 10.4 | $15M | 260k | 55.82 | |
| Chemours (CC) | 9.7 | $14M | 465k | 29.06 | |
| Nexstar Media Group Cl A (NXST) | 8.7 | $12M | 80k | 151.96 | |
| Resolute Fst Prods In | 7.3 | $10M | 860k | 11.90 | |
| Golar Lng SHS (GLNG) | 5.1 | $7.1M | 550k | 12.97 | |
| LSB Industries (LXU) | 2.9 | $4.1M | 400k | 10.21 | |
| Sunrun (RUN) | 0.3 | $440k | 10k | 44.00 |
