Brightline Capital Management as of June 30, 2026
Portfolio Holdings for Brightline Capital Management
Brightline Capital Management holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViaSat (VSAT) | 41.1 | $190M | 2.1M | 89.81 | |
| Constellium Se Cl A Shs (CSTM) | 13.3 | $61M | 1.9M | 31.87 | |
| Regal-beloit Corporation (RRX) | 8.4 | $39M | 163k | 238.19 | |
| Fluor Corporation (FLR) | 8.2 | $38M | 723k | 52.39 | |
| Ecovyst (ECVT) | 8.1 | $38M | 3.0M | 12.45 | |
| Dana Holding Corporation (DAN) | 6.8 | $32M | 1.2M | 27.21 | |
| Herc Hldgs (HRI) | 4.4 | $20M | 142k | 143.34 | |
| Trekor Metals | 3.3 | $15M | 2.2M | 6.88 | |
| Owens Corning (OC) | 2.8 | $13M | 80k | 158.96 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 2.1 | $9.9M | 342k | 28.86 | |
| Algoma Stl Group (ASTL) | 1.5 | $6.7M | 1.7M | 4.05 |
