Brightline Capital Management as of Dec. 31, 2024
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 13 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Solaris Energy Infras Com Cl A (SEI) | 22.0 | $32M | 1.1M | 28.78 | |
| Fluor Corporation (FLR) | 17.7 | $26M | 523k | 49.32 | |
| Rev (REVG) | 14.3 | $21M | 656k | 31.87 | |
| Cadeler A S Spon Adr (CDLR) | 10.1 | $15M | 659k | 22.33 | |
| Tutor Perini Corporation (TPC) | 9.3 | $14M | 563k | 24.20 | |
| Harsco Corporation (NVRI) | 5.8 | $8.5M | 1.1M | 7.70 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 5.5 | $8.1M | 1.7M | 4.86 | |
| Constellium Se Cl A Shs (CSTM) | 5.0 | $7.3M | 711k | 10.27 | |
| Trinseo SHS (TSE) | 3.3 | $4.8M | 945k | 5.10 | |
| Tpi Composites (TPICQ) | 2.2 | $3.2M | 1.7M | 1.89 | |
| Magnera Corp Com Shs (MAGN) | 1.9 | $2.8M | 153k | 18.17 | |
| Babcock & Wilcox Enterpr (BW) | 1.7 | $2.5M | 1.5M | 1.64 | |
| Hyster-yale Cl A (HY) | 1.0 | $1.5M | 30k | 50.93 |
