Brightline Capital Management as of Sept. 30, 2025
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 24.4 | $60M | 2.0M | 29.30 | |
| Solaris Energy Infras Com Cl A (SEI) | 16.4 | $40M | 1.0M | 39.97 | |
| Amentum Holdings (AMTM) | 11.8 | $29M | 1.2M | 23.95 | |
| Constellium Se Cl A Shs (CSTM) | 9.9 | $24M | 1.6M | 14.88 | |
| Fluor Corporation (FLR) | 9.4 | $23M | 544k | 42.07 | |
| Dana Holding Corporation (DAN) | 8.9 | $22M | 1.1M | 20.04 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 8.2 | $20M | 1.8M | 11.39 | |
| Harsco Corporation (NVRI) | 7.3 | $18M | 1.4M | 12.69 | |
| Magnera Corp Com Shs (MAGN) | 2.7 | $6.6M | 560k | 11.72 | |
| Trinseo SHS (TSE) | 1.0 | $2.5M | 1.1M | 2.35 |
