Brightline Capital Management as of March 31, 2025
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Solaris Energy Infras Com Cl A (SEI) | 21.1 | $24M | 1.1M | 21.76 | |
| Fluor Corporation (FLR) | 16.6 | $19M | 535k | 35.82 | |
| Tutor Perini Corporation (TPC) | 14.1 | $16M | 702k | 23.18 | |
| Magnera Corp Com Shs (MAGN) | 8.8 | $10M | 556k | 18.16 | |
| TETRA Technologies (TTI) | 7.7 | $8.9M | 2.7M | 3.36 | |
| Harsco Corporation (NVRI) | 7.5 | $8.6M | 1.3M | 6.65 | |
| Nextdecade Corp (NEXT) | 6.7 | $7.8M | 1.0M | 7.78 | |
| Constellium Se Cl A Shs (CSTM) | 6.5 | $7.5M | 745k | 10.09 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 5.6 | $6.5M | 1.7M | 3.78 | |
| Trinseo SHS (TSE) | 3.2 | $3.7M | 1.0M | 3.68 | |
| Tpi Composites (TPICQ) | 1.2 | $1.4M | 1.7M | 0.81 | |
| Babcock & Wilcox Enterpr (BW) | 0.9 | $1.0M | 1.6M | 0.67 |
