Brightline Capital Management as of Dec. 31, 2025
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 29.2 | $72M | 2.1M | 34.46 | |
| Amentum Holdings (AMTM) | 16.3 | $40M | 1.4M | 29.00 | |
| Constellium Se Cl A Shs (CSTM) | 14.0 | $35M | 1.8M | 18.85 | |
| Dana Holding Corporation (DAN) | 11.0 | $27M | 1.1M | 23.76 | |
| Fluor Corporation (FLR) | 9.0 | $22M | 559k | 39.63 | |
| Ecovyst (ECVT) | 8.1 | $20M | 2.1M | 9.73 | |
| Kaiser Aluminum Corp Com Par $0.01 (KALU) | 7.8 | $19M | 168k | 114.86 | |
| Solaris Energy Infras Com Cl A (SEI) | 4.6 | $12M | 250k | 45.97 |
