Filed: 11/14/2025ACC: 0000919574-25-006888
📋 What this filing means
BEACONLIGHT CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $202.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$202.73M
Total AUM (reported)
5.34M
Total Shares
Allocation by class
COM$105.70M52.1%
CL A SHS$18.95M9.3%
COM NEW$17.69M8.7%
SPONSORED ADS$16.05M7.9%
CL B$10.26M5.1%
COMMON SHARES$8.99M4.4%
NY REGISTRY$7.38M3.6%
Portfolio Concentration
Top 3$60.93M30.1%
4–10$62.35M30.8%
11–25$73.42M36.2%
Rest$6.03M3.0%
Top 3 weight
30.1%
Top 10 weight
60.8%
Voting Authority Distribution
Total shares with voting rights: 5.34M
Sole
Full voting authority
5.34M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
RESIDEO TECHNOLOGIES INC
SOLEShares645.03K
TypeSH
Market value$27.85M
13.74%
Sole
645.03K
Shared
0.00
None
0.00
CONSTELLIUM SE
SOLEShares1.27M
TypeSH
Market value$18.95M
9.35%
Sole
1.27M
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares60.14K
TypeSH
Market value$14.13M
6.97%
Sole
60.14K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
SOLEShares114.23K
TypeSH
Market value$10.72M
5.29%
Sole
114.23K
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares233.68K
TypeSH
Market value$10.26M
5.06%
Sole
233.68K
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares49.65K
TypeSH
Market value$8.99M
4.43%
Sole
49.65K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares74.80K
TypeSH
Market value$8.39M
4.14%
Sole
74.80K
Shared
0.00
None
0.00
ADVANCE AUTO PARTS INC
SOLEShares135.35K
TypeSH
Market value$8.31M
4.10%
Sole
135.35K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares98.42K
TypeSH
Market value$8.30M
4.09%
Sole
98.42K
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares261.23K
TypeSH
Market value$7.38M
3.64%
Sole
261.23K
Shared
0.00
None
0.00
EQT CORP
SOLEShares126.62K
TypeSH
Market value$6.89M
3.40%
Sole
126.62K
Shared
0.00
None
0.00
GDS HLDGS LTD
SOLEShares161.81K
TypeSH
Market value$6.26M
3.09%
Sole
161.81K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares26.25K
TypeSH
Market value$6.20M
3.06%
Sole
26.25K
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
SOLEShares458.28K
TypeSH
Market value$5.94M
2.93%
Sole
458.28K
Shared
0.00
None
0.00
QUIDELORTHO CORP
SOLEShares199.12K
TypeSH
Market value$5.86M
2.89%
Sole
199.12K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares23.57K
TypeSH
Market value$5.32M
2.62%
Sole
23.57K
Shared
0.00
None
0.00
TRANSMEDICS GROUP INC
SOLEShares44.22K
TypeSH
Market value$4.96M
2.45%
Sole
44.22K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares117.28K
TypeSH
Market value$4.70M
2.32%
Sole
117.28K
Shared
0.00
None
0.00
DIGIMARC CORP NEW
SOLEShares433.07K
TypeSH
Market value$4.23M
2.09%
Sole
433.07K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares56.66K
TypeSH
Market value$4.22M
2.08%
Sole
56.66K
Shared
0.00
None
0.00
MASTERBRAND INC
SOLEShares292.96K
TypeSH
Market value$3.86M
1.90%
Sole
292.96K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares21.49K
TypeSH
Market value$3.84M
1.89%
Sole
21.49K
Shared
0.00
None
0.00
TOLL BROTHERS INC
SOLEShares27.56K
TypeSH
Market value$3.81M
1.88%
Sole
27.56K
Shared
0.00
None
0.00
NATERA INC
SOLEShares23.43K
TypeSH
Market value$3.77M
1.86%
Sole
23.43K
Shared
0.00
None
0.00
COGENT COMMUNICATIONS HLDGS
SOLEShares92.91K
TypeSH
Market value$3.56M
1.76%
Sole
92.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RESIDEO TECHNOLOGIES INCSOLE | COM | 645.03K | SH | $27.85M 13.74% | 645.03K | 0.00 | 0.00 |
CONSTELLIUM SESOLE | CL A SHS | 1.27M | SH | $18.95M 9.35% | 1.27M | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 60.14K | SH | $14.13M 6.97% | 60.14K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 114.23K | SH | $10.72M 5.29% | 114.23K | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 233.68K | SH | $10.26M 5.06% | 233.68K | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 49.65K | SH | $8.99M 4.43% | 49.65K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 74.80K | SH | $8.39M 4.14% | 74.80K | 0.00 | 0.00 |
ADVANCE AUTO PARTS INCSOLE | COM | 135.35K | SH | $8.31M 4.10% | 135.35K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 98.42K | SH | $8.30M 4.09% | 98.42K | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 261.23K | SH | $7.38M 3.64% | 261.23K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 126.62K | SH | $6.89M 3.40% | 126.62K | 0.00 | 0.00 |
GDS HLDGS LTDSOLE | SPONSORED ADS | 161.81K | SH | $6.26M 3.09% | 161.81K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 26.25K | SH | $6.20M 3.06% | 26.25K | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 458.28K | SH | $5.94M 2.93% | 458.28K | 0.00 | 0.00 |
QUIDELORTHO CORPSOLE | COM | 199.12K | SH | $5.86M 2.89% | 199.12K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 23.57K | SH | $5.32M 2.62% | 23.57K | 0.00 | 0.00 |
TRANSMEDICS GROUP INCSOLE | COM | 44.22K | SH | $4.96M 2.45% | 44.22K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 117.28K | SH | $4.70M 2.32% | 117.28K | 0.00 | 0.00 |
DIGIMARC CORP NEWSOLE | COM | 433.07K | SH | $4.23M 2.09% | 433.07K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 56.66K | SH | $4.22M 2.08% | 56.66K | 0.00 | 0.00 |
MASTERBRAND INCSOLE | COMMON STOCK | 292.96K | SH | $3.86M 1.90% | 292.96K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 21.49K | SH | $3.84M 1.89% | 21.49K | 0.00 | 0.00 |
TOLL BROTHERS INCSOLE | COM | 27.56K | SH | $3.81M 1.88% | 27.56K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 23.43K | SH | $3.77M 1.86% | 23.43K | 0.00 | 0.00 |
COGENT COMMUNICATIONS HLDGSSOLE | COM NEW | 92.91K | SH | $3.56M 1.76% | 92.91K | 0.00 | 0.00 |
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