Filed: 8/14/2025ACC: 0000919574-25-004682
📋 What this filing means
BRIGHTLINE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $232.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$232.15M
Total AUM (reported)
18.61M
Total Shares
Allocation by class
COM$168.40M72.5%
COM CL A$40.56M17.5%
CL A SHS$13.30M5.7%
COM SHS$6.70M2.9%
SHS$3.19M1.4%
Portfolio Concentration
Top 3$93.92M40.5%
4–10$116.53M50.2%
11–25$21.70M9.3%
Top 3 weight
40.5%
Top 10 weight
90.7%
Voting Authority Distribution
Total shares with voting rights: 18.61M
Sole
Full voting authority
18.61M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
TUTOR PERINI CORP
SOLEShares705K
TypeSH
Market value$32.98M
14.21%
Sole
705K
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares1.12M
TypeSH
Market value$31.74M
13.67%
Sole
1.12M
Shared
0.00
None
0.00
VIASAT INC
SOLEShares2M
TypeSH
Market value$29.20M
12.58%
Sole
2M
Shared
0.00
None
0.00
FLUOR CORP NEW
SOLEShares534K
TypeSH
Market value$27.38M
11.79%
Sole
534K
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
SOLEShares1M
TypeSH
Market value$23.61M
10.17%
Sole
1M
Shared
0.00
None
0.00
TOLL BROTHERS INC
SOLEShares160K
TypeSH
Market value$18.26M
7.87%
Sole
160K
Shared
0.00
None
0.00
CONSTELLIUM SE
SOLEShares1M
TypeSH
Market value$13.30M
5.73%
Sole
1M
Shared
0.00
None
0.00
NEXTDECADE CORP
SOLEShares1.45M
TypeSH
Market value$12.92M
5.57%
Sole
1.45M
Shared
0.00
None
0.00
ENVIRI CORP
SOLEShares1.40M
TypeSH
Market value$12.15M
5.23%
Sole
1.40M
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC DEL
SOLEShares2.65M
TypeSH
Market value$8.91M
3.84%
Sole
2.65M
Shared
0.00
None
0.00
EOS ENERGY ENTERPRISES INC
SOLEShares1.72M
TypeSH
Market value$8.82M
3.80%
Sole
1.72M
Shared
0.00
None
0.00
MAGNERA CORP
SOLEShares555K
TypeSH
Market value$6.70M
2.89%
Sole
555K
Shared
0.00
None
0.00
TRINSEO PLC
SOLEShares1.02M
TypeSH
Market value$3.19M
1.37%
Sole
1.02M
Shared
0.00
None
0.00
TPI COMPOSITES INC
SOLEShares1.74M
TypeSH
Market value$1.49M
0.64%
Sole
1.74M
Shared
0.00
None
0.00
BABCOCK & WILCOX ENTERPRISES
SOLEShares1.55M
TypeSH
Market value$1.49M
0.64%
Sole
1.55M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TUTOR PERINI CORPSOLE | COM | 705K | SH | $32.98M 14.21% | 705K | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 1.12M | SH | $31.74M 13.67% | 1.12M | 0.00 | 0.00 |
VIASAT INCSOLE | COM | 2M | SH | $29.20M 12.58% | 2M | 0.00 | 0.00 |
FLUOR CORP NEWSOLE | COM | 534K | SH | $27.38M 11.79% | 534K | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 1M | SH | $23.61M 10.17% | 1M | 0.00 | 0.00 |
TOLL BROTHERS INCSOLE | COM | 160K | SH | $18.26M 7.87% | 160K | 0.00 | 0.00 |
CONSTELLIUM SESOLE | CL A SHS | 1M | SH | $13.30M 5.73% | 1M | 0.00 | 0.00 |
NEXTDECADE CORPSOLE | COM | 1.45M | SH | $12.92M 5.57% | 1.45M | 0.00 | 0.00 |
ENVIRI CORPSOLE | COM | 1.40M | SH | $12.15M 5.23% | 1.40M | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DELSOLE | COM | 2.65M | SH | $8.91M 3.84% | 2.65M | 0.00 | 0.00 |
EOS ENERGY ENTERPRISES INCSOLE | COM CL A | 1.72M | SH | $8.82M 3.80% | 1.72M | 0.00 | 0.00 |
MAGNERA CORPSOLE | COM SHS | 555K | SH | $6.70M 2.89% | 555K | 0.00 | 0.00 |
TRINSEO PLCSOLE | SHS | 1.02M | SH | $3.19M 1.37% | 1.02M | 0.00 | 0.00 |
TPI COMPOSITES INCSOLE | COM | 1.74M | SH | $1.49M 0.64% | 1.74M | 0.00 | 0.00 |
BABCOCK & WILCOX ENTERPRISESSOLE | COM | 1.55M | SH | $1.49M 0.64% | 1.55M | 0.00 | 0.00 |