Filed: 11/13/2025ACC: 0000919574-25-006647
📋 What this filing means
BRIGHTLINE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $243.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$243.99M
Total AUM (reported)
12.26M
Total Shares
Allocation by class
COM$150.69M61.8%
COM CL A$60.07M24.6%
CL A SHS$24.18M9.9%
COM SHS$6.56M2.7%
SHS$2.49M1.0%
Portfolio Concentration
Top 3$128.48M52.7%
4–10$115.51M47.3%
Top 3 weight
52.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 12.26M
Sole
Full voting authority
12.26M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
VIASAT INC
SOLEShares2.04M
TypeSH
Market value$59.65M
24.45%
Sole
2.04M
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares1M
TypeSH
Market value$40.09M
16.43%
Sole
1M
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
SOLEShares1.20M
TypeSH
Market value$28.74M
11.78%
Sole
1.20M
Shared
0.00
None
0.00
CONSTELLIUM SE
SOLEShares1.63M
TypeSH
Market value$24.18M
9.91%
Sole
1.63M
Shared
0.00
None
0.00
FLUOR CORP NEW
SOLEShares544K
TypeSH
Market value$22.89M
9.38%
Sole
544K
Shared
0.00
None
0.00
DANA INC
SOLEShares1.08M
TypeSH
Market value$21.64M
8.87%
Sole
1.08M
Shared
0.00
None
0.00
EOS ENERGY ENTERPRISES INC
SOLEShares1.75M
TypeSH
Market value$19.98M
8.19%
Sole
1.75M
Shared
0.00
None
0.00
ENVIRI CORP
SOLEShares1.40M
TypeSH
Market value$17.77M
7.28%
Sole
1.40M
Shared
0.00
None
0.00
MAGNERA CORP
SOLEShares560K
TypeSH
Market value$6.56M
2.69%
Sole
560K
Shared
0.00
None
0.00
TRINSEO PLC
SOLEShares1.06M
TypeSH
Market value$2.49M
1.02%
Sole
1.06M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VIASAT INCSOLE | COM | 2.04M | SH | $59.65M 24.45% | 2.04M | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 1M | SH | $40.09M 16.43% | 1M | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 1.20M | SH | $28.74M 11.78% | 1.20M | 0.00 | 0.00 |
CONSTELLIUM SESOLE | CL A SHS | 1.63M | SH | $24.18M 9.91% | 1.63M | 0.00 | 0.00 |
FLUOR CORP NEWSOLE | COM | 544K | SH | $22.89M 9.38% | 544K | 0.00 | 0.00 |
DANA INCSOLE | COM | 1.08M | SH | $21.64M 8.87% | 1.08M | 0.00 | 0.00 |
EOS ENERGY ENTERPRISES INCSOLE | COM CL A | 1.75M | SH | $19.98M 8.19% | 1.75M | 0.00 | 0.00 |
ENVIRI CORPSOLE | COM | 1.40M | SH | $17.77M 7.28% | 1.40M | 0.00 | 0.00 |
MAGNERA CORPSOLE | COM SHS | 560K | SH | $6.56M 2.69% | 560K | 0.00 | 0.00 |
TRINSEO PLCSOLE | SHS | 1.06M | SH | $2.49M 1.02% | 1.06M | 0.00 | 0.00 |