Brightline Capital Management as of June 30, 2025
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 15 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tutor Perini Corporation (TPC) | 14.2 | $33M | 705k | 46.78 | |
| Solaris Energy Infras Com Cl A (SEI) | 13.7 | $32M | 1.1M | 28.29 | |
| ViaSat (VSAT) | 12.6 | $29M | 2.0M | 14.60 | |
| Fluor Corporation (FLR) | 11.8 | $27M | 534k | 51.27 | |
| Amentum Holdings (AMTM) | 10.2 | $24M | 1.0M | 23.61 | |
| Toll Brothers (TOL) | 7.9 | $18M | 160k | 114.13 | |
| Constellium Se Cl A Shs (CSTM) | 5.7 | $13M | 1.0M | 13.30 | |
| Nextdecade Corp (NEXT) | 5.6 | $13M | 1.5M | 8.91 | |
| Harsco Corporation (NVRI) | 5.2 | $12M | 1.4M | 8.68 | |
| TETRA Technologies (TTI) | 3.8 | $8.9M | 2.7M | 3.36 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 3.8 | $8.8M | 1.7M | 5.12 | |
| Magnera Corp Com Shs (MAGN) | 2.9 | $6.7M | 555k | 12.08 | |
| Trinseo SHS (TSE) | 1.4 | $3.2M | 1.0M | 3.12 | |
| Tpi Composites (TPICQ) | 0.6 | $1.5M | 1.7M | 0.86 | |
| Babcock & Wilcox Enterpr (BW) | 0.6 | $1.5M | 1.6M | 0.96 |
