Brightline Capital Management as of March 31, 2022
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 9 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mosaic (MOS) | 19.1 | $27M | 410k | 66.50 | |
| CF Industries Holdings (CF) | 18.7 | $27M | 260k | 103.06 | |
| Archaea Energy Com Cl A | 12.4 | $18M | 810k | 21.93 | |
| Atlas Air Worldwide Hldgs In Com New | 12.1 | $17M | 200k | 86.37 | |
| Nexstar Media Group Cl A (NXST) | 11.9 | $17M | 90k | 188.48 | |
| Golar Lng SHS (GLNG) | 10.7 | $15M | 615k | 24.78 | |
| Resolute Fst Prods In | 7.8 | $11M | 860k | 12.91 | |
| Antero Res (AR) | 7.3 | $10M | 340k | 30.53 | |
| Sunrun (RUN) | 0.2 | $304k | 10k | 30.40 |
