Filed: 2/13/2026ACC: 0000919574-26-000890
📋 What this filing means
BRIGHTLINE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $247.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$247.37M
Total AUM (reported)
9.50M
Total Shares
Allocation by class
COM$181.86M73.5%
CL A SHS$34.72M14.0%
COM PAR $0.01$19.30M7.8%
COM CL A$11.49M4.6%
Portfolio Concentration
Top 3$147.25M59.5%
4–10$100.12M40.5%
Top 3 weight
59.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.50M
Sole
Full voting authority
9.50M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
VIASAT INC
SOLEShares2.09M
TypeSH
Market value$72.16M
29.17%
Sole
2.09M
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
SOLEShares1.39M
TypeSH
Market value$40.37M
16.32%
Sole
1.39M
Shared
0.00
None
0.00
CONSTELLIUM SE
SOLEShares1.84M
TypeSH
Market value$34.72M
14.04%
Sole
1.84M
Shared
0.00
None
0.00
DANA INC
SOLEShares1.15M
TypeSH
Market value$27.23M
11.01%
Sole
1.15M
Shared
0.00
None
0.00
FLUOR CORP NEW
SOLEShares559K
TypeSH
Market value$22.15M
8.96%
Sole
559K
Shared
0.00
None
0.00
ECOVYST INC
SOLEShares2.05M
TypeSH
Market value$19.95M
8.06%
Sole
2.05M
Shared
0.00
None
0.00
KAISER ALUMINUM CORP
SOLEShares168K
TypeSH
Market value$19.30M
7.80%
Sole
168K
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares250K
TypeSH
Market value$11.49M
4.65%
Sole
250K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VIASAT INCSOLE | COM | 2.09M | SH | $72.16M 29.17% | 2.09M | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 1.39M | SH | $40.37M 16.32% | 1.39M | 0.00 | 0.00 |
CONSTELLIUM SESOLE | CL A SHS | 1.84M | SH | $34.72M 14.04% | 1.84M | 0.00 | 0.00 |
DANA INCSOLE | COM | 1.15M | SH | $27.23M 11.01% | 1.15M | 0.00 | 0.00 |
FLUOR CORP NEWSOLE | COM | 559K | SH | $22.15M 8.96% | 559K | 0.00 | 0.00 |
ECOVYST INCSOLE | COM | 2.05M | SH | $19.95M 8.06% | 2.05M | 0.00 | 0.00 |
KAISER ALUMINUM CORPSOLE | COM PAR $0.01 | 168K | SH | $19.30M 7.80% | 168K | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 250K | SH | $11.49M 4.65% | 250K | 0.00 | 0.00 |