Filed: 2/17/2026ACC: 0000919574-26-001169
📋 What this filing means
BEACONLIGHT CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $171.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$171.22M
Total AUM (reported)
3.96M
Total Shares
Allocation by class
COM$96.88M56.6%
CL A SHS$25.26M14.8%
COMMON SHARES$9.69M5.7%
CL B$9.16M5.3%
COM NEW$6.97M4.1%
CL A$6.55M3.8%
COM SHS$6.07M3.5%
Portfolio Concentration
Top 3$62.58M36.5%
4–10$57.34M33.5%
11–25$51.30M30.0%
Top 3 weight
36.5%
Top 10 weight
70.0%
Voting Authority Distribution
Total shares with voting rights: 3.96M
Sole
Full voting authority
3.96M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
CONSTELLIUM SE
SOLEShares1.34M
TypeSH
Market value$25.26M
14.75%
Sole
1.34M
Shared
0.00
None
0.00
RESIDEO TECHNOLOGIES INC
SOLEShares693.31K
TypeSH
Market value$24.35M
14.22%
Sole
693.31K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
SOLEShares138.03K
TypeSH
Market value$12.97M
7.57%
Sole
138.03K
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares46.57K
TypeSH
Market value$9.69M
5.66%
Sole
46.57K
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares191.24K
TypeSH
Market value$9.16M
5.35%
Sole
191.24K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares94.36K
TypeSH
Market value$8.42M
4.92%
Sole
94.36K
Shared
0.00
None
0.00
CARPENTER TECHNOLOGY CORP
SOLEShares25.45K
TypeSH
Market value$8.01M
4.68%
Sole
25.45K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares31.86K
TypeSH
Market value$7.56M
4.42%
Sole
31.86K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares170.52K
TypeSH
Market value$7.53M
4.40%
Sole
170.52K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares35.84K
TypeSH
Market value$6.97M
4.07%
Sole
35.84K
Shared
0.00
None
0.00
QUIDELORTHO CORP
SOLEShares239.05K
TypeSH
Market value$6.83M
3.99%
Sole
239.05K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares46.06K
TypeSH
Market value$6.55M
3.83%
Sole
46.06K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares27.68K
TypeSH
Market value$6.07M
3.55%
Sole
27.68K
Shared
0.00
None
0.00
NATERA INC
SOLEShares23.29K
TypeSH
Market value$5.33M
3.12%
Sole
23.29K
Shared
0.00
None
0.00
EQT CORP
SOLEShares92.89K
TypeSH
Market value$4.98M
2.91%
Sole
92.89K
Shared
0.00
None
0.00
GDS HLDGS LTD
SOLEShares136.04K
TypeSH
Market value$4.75M
2.77%
Sole
136.04K
Shared
0.00
None
0.00
TRANSMEDICS GROUP INC
SOLEShares29.34K
TypeSH
Market value$3.57M
2.08%
Sole
29.34K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares12.65K
TypeSH
Market value$3.48M
2.03%
Sole
12.65K
Shared
0.00
None
0.00
VICOR CORP
SOLEShares29.26K
TypeSH
Market value$3.21M
1.87%
Sole
29.26K
Shared
0.00
None
0.00
DIGIMARC CORP NEW
SOLEShares431.77K
TypeSH
Market value$2.83M
1.65%
Sole
431.77K
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares116.64K
TypeSH
Market value$2.42M
1.41%
Sole
116.64K
Shared
0.00
None
0.00
FAIR ISAAC CORP
SOLEShares502.00
TypeSH
Market value$848.7K
0.50%
Sole
502.00
Shared
0.00
None
0.00
ADVANCE AUTO PARTS INC
SOLEShares10.92K
TypeSH
Market value$429.2K
0.25%
Sole
10.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CONSTELLIUM SESOLE | CL A SHS | 1.34M | SH | $25.26M 14.75% | 1.34M | 0.00 | 0.00 |
RESIDEO TECHNOLOGIES INCSOLE | COM | 693.31K | SH | $24.35M 14.22% | 693.31K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 138.03K | SH | $12.97M 7.57% | 138.03K | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 46.57K | SH | $9.69M 5.66% | 46.57K | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 191.24K | SH | $9.16M 5.35% | 191.24K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 94.36K | SH | $8.42M 4.92% | 94.36K | 0.00 | 0.00 |
CARPENTER TECHNOLOGY CORPSOLE | COM | 25.45K | SH | $8.01M 4.68% | 25.45K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 31.86K | SH | $7.56M 4.42% | 31.86K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 170.52K | SH | $7.53M 4.40% | 170.52K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 35.84K | SH | $6.97M 4.07% | 35.84K | 0.00 | 0.00 |
QUIDELORTHO CORPSOLE | COM | 239.05K | SH | $6.83M 3.99% | 239.05K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 46.06K | SH | $6.55M 3.83% | 46.06K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 27.68K | SH | $6.07M 3.55% | 27.68K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 23.29K | SH | $5.33M 3.12% | 23.29K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 92.89K | SH | $4.98M 2.91% | 92.89K | 0.00 | 0.00 |
GDS HLDGS LTDSOLE | SPONSORED ADS | 136.04K | SH | $4.75M 2.77% | 136.04K | 0.00 | 0.00 |
TRANSMEDICS GROUP INCSOLE | COM | 29.34K | SH | $3.57M 2.08% | 29.34K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 12.65K | SH | $3.48M 2.03% | 12.65K | 0.00 | 0.00 |
VICOR CORPSOLE | COM | 29.26K | SH | $3.21M 1.87% | 29.26K | 0.00 | 0.00 |
DIGIMARC CORP NEWSOLE | COM | 431.77K | SH | $2.83M 1.65% | 431.77K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 116.64K | SH | $2.42M 1.41% | 116.64K | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 502.00 | SH | $848.7K 0.50% | 502.00 | 0.00 | 0.00 |
ADVANCE AUTO PARTS INCSOLE | COM | 10.92K | SH | $429.2K 0.25% | 10.92K | 0.00 | 0.00 |