Brightline Capital Management as of Dec. 31, 2021
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 13 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Atlas Air Worldwide Hldgs In Com New | 11.6 | $19M | 200k | 94.12 | |
| CF Industries Holdings (CF) | 11.3 | $18M | 260k | 70.78 | |
| Arconic | 10.5 | $17M | 520k | 33.01 | |
| Mosaic (MOS) | 9.9 | $16M | 410k | 39.29 | |
| Chemours (CC) | 9.6 | $16M | 465k | 33.56 | |
| Dana Holding Corporation (DAN) | 9.5 | $15M | 675k | 22.82 | |
| Archaea Energy Com Cl A | 9.1 | $15M | 810k | 18.28 | |
| Resolute Fst Prods In | 8.1 | $13M | 860k | 15.27 | |
| Nexstar Media Group Cl A (NXST) | 7.4 | $12M | 80k | 150.97 | |
| Golar Lng SHS (GLNG) | 4.7 | $7.6M | 615k | 12.39 | |
| Kaiser Aluminum Corp Com Par $0.01 (KALU) | 4.7 | $7.6M | 81k | 93.94 | |
| LSB Industries (LXU) | 3.5 | $5.7M | 520k | 11.05 | |
| Sunrun (RUN) | 0.2 | $343k | 10k | 34.30 |
