Filed: 5/14/2026ACC: 0000919574-26-003095
📋 What this filing means
BEACONLIGHT CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $189.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$189.80M
Total AUM (reported)
4.91M
Total Shares
Allocation by class
COM$84.43M44.5%
CL A SHS$28.80M15.2%
COM NEW$18.87M9.9%
NY REGISTRY$13.28M7.0%
TR UNIT$12.49M6.6%
CL B$9.49M5.0%
COMMON SHARES$7.19M3.8%
Portfolio Concentration
Top 3$62.12M32.7%
4–10$62.65M33.0%
11–25$52.81M27.8%
Rest$12.23M6.4%
Top 3 weight
32.7%
Top 10 weight
65.7%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
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)
Sole34
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings34
Rows:
CONSTELLIUM SE
SOLEShares1.17M
TypeSH
Market value$28.80M
15.18%
Sole
0.00
Shared
0.00
None
0.00
RESIDEO TECHNOLOGIES INC
SOLEShares594.23K
TypeSH
Market value$20.03M
10.55%
Sole
0.00
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares384.48K
TypeSH
Market value$13.28M
7.00%
Sole
0.00
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares19.20K
TypeSH
Market value$12.49M
6.58%
Sole
0.00
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
SOLEShares124.18K
TypeSH
Market value$10.73M
5.66%
Sole
0.00
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares183.30K
TypeSH
Market value$9.49M
5.00%
Sole
0.00
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares29.80K
TypeSH
Market value$8.46M
4.46%
Sole
0.00
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares345.31K
TypeSH
Market value$7.58M
3.99%
Sole
0.00
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares33.98K
TypeSH
Market value$7.19M
3.79%
Sole
0.00
Shared
0.00
None
0.00
NATERA INC
SOLEShares33.59K
TypeSH
Market value$6.72M
3.54%
Sole
0.00
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares156.39K
TypeSH
Market value$5.55M
2.92%
Sole
0.00
Shared
0.00
None
0.00
FEDEX CORP
SOLEShares15.20K
TypeSH
Market value$5.41M
2.85%
Sole
0.00
Shared
0.00
None
0.00
TANDEM DIABETES CARE INC
SOLEShares253.88K
TypeSH
Market value$4.87M
2.56%
Sole
0.00
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares59.20K
TypeSH
Market value$4.38M
2.31%
Sole
0.00
Shared
0.00
None
0.00
TRANSMEDICS GROUP INC
SOLEShares42.48K
TypeSH
Market value$4.22M
2.22%
Sole
0.00
Shared
0.00
None
0.00
EQT CORP
SOLEShares62.76K
TypeSH
Market value$3.99M
2.10%
Sole
0.00
Shared
0.00
None
0.00
SOLSTICE ADVANCED MATLS INC
SOLEShares46.43K
TypeSH
Market value$3.54M
1.86%
Sole
0.00
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares28.68K
TypeSH
Market value$3.00M
1.58%
Sole
0.00
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares153.86K
TypeSH
Market value$2.91M
1.54%
Sole
0.00
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares18.32K
TypeSH
Market value$2.76M
1.46%
Sole
0.00
Shared
0.00
None
0.00
CELANESE CORP DEL
SOLEShares41.05K
TypeSH
Market value$2.70M
1.42%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares8.52K
TypeSH
Market value$2.64M
1.39%
Sole
0.00
Shared
0.00
None
0.00
QUIDELORTHO CORP
SOLEShares152.06K
TypeSH
Market value$2.50M
1.32%
Sole
0.00
Shared
0.00
None
0.00
VICOR CORP
SOLEShares13.48K
TypeSH
Market value$2.17M
1.14%
Sole
0.00
Shared
0.00
None
0.00
TRANSOCEAN LTD
SOLEShares326.95K
TypeSH
Market value$2.17M
1.14%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CONSTELLIUM SESOLE | CL A SHS | 1.17M | SH | $28.80M 15.18% | 0.00 | 0.00 | 0.00 |
RESIDEO TECHNOLOGIES INCSOLE | COM | 594.23K | SH | $20.03M 10.55% | 0.00 | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 384.48K | SH | $13.28M 7.00% | 0.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 19.20K | SH | $12.49M 6.58% | 0.00 | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 124.18K | SH | $10.73M 5.66% | 0.00 | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 183.30K | SH | $9.49M 5.00% | 0.00 | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 29.80K | SH | $8.46M 4.46% | 0.00 | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 345.31K | SH | $7.58M 3.99% | 0.00 | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 33.98K | SH | $7.19M 3.79% | 0.00 | 0.00 | 0.00 |
NATERA INCSOLE | COM | 33.59K | SH | $6.72M 3.54% | 0.00 | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 156.39K | SH | $5.55M 2.92% | 0.00 | 0.00 | 0.00 |
FEDEX CORPSOLE | COM | 15.20K | SH | $5.41M 2.85% | 0.00 | 0.00 | 0.00 |
TANDEM DIABETES CARE INCSOLE | COM NEW | 253.88K | SH | $4.87M 2.56% | 0.00 | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 59.20K | SH | $4.38M 2.31% | 0.00 | 0.00 | 0.00 |
TRANSMEDICS GROUP INCSOLE | COM | 42.48K | SH | $4.22M 2.22% | 0.00 | 0.00 | 0.00 |
EQT CORPSOLE | COM | 62.76K | SH | $3.99M 2.10% | 0.00 | 0.00 | 0.00 |
SOLSTICE ADVANCED MATLS INCSOLE | COM SHS | 46.43K | SH | $3.54M 1.86% | 0.00 | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 28.68K | SH | $3.00M 1.58% | 0.00 | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 153.86K | SH | $2.91M 1.54% | 0.00 | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 18.32K | SH | $2.76M 1.46% | 0.00 | 0.00 | 0.00 |
CELANESE CORP DELSOLE | COM | 41.05K | SH | $2.70M 1.42% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 8.52K | SH | $2.64M 1.39% | 0.00 | 0.00 | 0.00 |
QUIDELORTHO CORPSOLE | COM | 152.06K | SH | $2.50M 1.32% | 0.00 | 0.00 | 0.00 |
VICOR CORPSOLE | COM | 13.48K | SH | $2.17M 1.14% | 0.00 | 0.00 | 0.00 |
TRANSOCEAN LTDSOLE | REGISTERED SHS | 326.95K | SH | $2.17M 1.14% | 0.00 | 0.00 | 0.00 |
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