Filed: 5/15/2026ACC: 0000919574-26-003269
📋 What this filing means
BRIGHTLINE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $338.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$338.14M
Total AUM (reported)
12.20M
Total Shares
Allocation by class
COM$271.65M80.3%
CL A SHS$45.40M13.4%
COM PAR $0.01$21.09M6.2%
Portfolio Concentration
Top 3$180.28M53.3%
4–10$157.86M46.7%
Top 3 weight
53.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 12.20M
Sole
Full voting authority
12.20M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
VIASAT INC
SOLEShares2.10M
TypeSH
Market value$96.18M
28.44%
Sole
2.10M
Shared
0.00
None
0.00
CONSTELLIUM SE
SOLEShares1.85M
TypeSH
Market value$45.40M
13.43%
Sole
1.85M
Shared
0.00
None
0.00
DANA INC
SOLEShares1.15M
TypeSH
Market value$38.70M
11.44%
Sole
1.15M
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
SOLEShares1.40M
TypeSH
Market value$36.41M
10.77%
Sole
1.40M
Shared
0.00
None
0.00
ECOVYST INC
SOLEShares2.80M
TypeSH
Market value$36.01M
10.65%
Sole
2.80M
Shared
0.00
None
0.00
FLUOR CORP NEW
SOLEShares601K
TypeSH
Market value$28.04M
8.29%
Sole
601K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares125K
TypeSH
Market value$23.41M
6.92%
Sole
125K
Shared
0.00
None
0.00
KAISER ALUMINUM CORP
SOLEShares175K
TypeSH
Market value$21.09M
6.24%
Sole
175K
Shared
0.00
None
0.00
TASEKO MINES LTD
SOLEShares2M
TypeSH
Market value$12.91M
3.82%
Sole
2M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VIASAT INCSOLE | COM | 2.10M | SH | $96.18M 28.44% | 2.10M | 0.00 | 0.00 |
CONSTELLIUM SESOLE | CL A SHS | 1.85M | SH | $45.40M 13.43% | 1.85M | 0.00 | 0.00 |
DANA INCSOLE | COM | 1.15M | SH | $38.70M 11.44% | 1.15M | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 1.40M | SH | $36.41M 10.77% | 1.40M | 0.00 | 0.00 |
ECOVYST INCSOLE | COM | 2.80M | SH | $36.01M 10.65% | 2.80M | 0.00 | 0.00 |
FLUOR CORP NEWSOLE | COM | 601K | SH | $28.04M 8.29% | 601K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 125K | SH | $23.41M 6.92% | 125K | 0.00 | 0.00 |
KAISER ALUMINUM CORPSOLE | COM PAR $0.01 | 175K | SH | $21.09M 6.24% | 175K | 0.00 | 0.00 |
TASEKO MINES LTDSOLE | COM | 2M | SH | $12.91M 3.82% | 2M | 0.00 | 0.00 |