Filed: 8/14/2026ACC: 0000919574-26-005369
📋 What this filing means
BRIGHTLINE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $461.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$461.53M
Total AUM (reported)
13.52M
Total Shares
Allocation by class
COM$390.37M84.6%
CL A SHS$61.29M13.3%
COM CL A$9.87M2.1%
Portfolio Concentration
Top 3$289.79M62.8%
4–10$165.02M35.8%
11–25$6.72M1.5%
Top 3 weight
62.8%
Top 10 weight
98.5%
Voting Authority Distribution
Total shares with voting rights: 13.52M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
13.52M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings11
Rows:
VIASAT INC
SOLEShares2.11M
TypeSH
Market value$189.68M
41.10%
Sole
0.00
Shared
2.11M
None
0.00
CONSTELLIUM SE
SOLEShares1.92M
TypeSH
Market value$61.29M
13.28%
Sole
0.00
Shared
1.92M
None
0.00
REGAL REXNORD CORPORATION
SOLEShares163K
TypeSH
Market value$38.82M
8.41%
Sole
0.00
Shared
163K
None
0.00
FLUOR CORP
SOLEShares723K
TypeSH
Market value$37.88M
8.21%
Sole
0.00
Shared
723K
None
0.00
ECOVYST INC
SOLEShares3.01M
TypeSH
Market value$37.50M
8.13%
Sole
0.00
Shared
3.01M
None
0.00
DANA INC
SOLEShares1.16M
TypeSH
Market value$31.56M
6.84%
Sole
0.00
Shared
1.16M
None
0.00
HERC HLDGS INC
SOLEShares142K
TypeSH
Market value$20.35M
4.41%
Sole
0.00
Shared
142K
None
0.00
TREKOR METALS LTD
SOLEShares2.20M
TypeSH
Market value$15.14M
3.28%
Sole
0.00
Shared
2.20M
None
0.00
OWENS CORNING NEW
SOLEShares80K
TypeSH
Market value$12.72M
2.76%
Sole
0.00
Shared
80K
None
0.00
WILLSCOT HLDGS CORP
SOLEShares342K
TypeSH
Market value$9.87M
2.14%
Sole
0.00
Shared
342K
None
0.00
ALGOMA STL GROUP INC
SOLEShares1.66M
TypeSH
Market value$6.72M
1.46%
Sole
0.00
Shared
1.66M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VIASAT INCSOLE | COM | 2.11M | SH | $189.68M 41.10% | 0.00 | 2.11M | 0.00 |
CONSTELLIUM SESOLE | CL A SHS | 1.92M | SH | $61.29M 13.28% | 0.00 | 1.92M | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 163K | SH | $38.82M 8.41% | 0.00 | 163K | 0.00 |
FLUOR CORPSOLE | COM | 723K | SH | $37.88M 8.21% | 0.00 | 723K | 0.00 |
ECOVYST INCSOLE | COM | 3.01M | SH | $37.50M 8.13% | 0.00 | 3.01M | 0.00 |
DANA INCSOLE | COM | 1.16M | SH | $31.56M 6.84% | 0.00 | 1.16M | 0.00 |
HERC HLDGS INCSOLE | COM | 142K | SH | $20.35M 4.41% | 0.00 | 142K | 0.00 |
TREKOR METALS LTDSOLE | COM | 2.20M | SH | $15.14M 3.28% | 0.00 | 2.20M | 0.00 |
OWENS CORNING NEWSOLE | COM | 80K | SH | $12.72M 2.76% | 0.00 | 80K | 0.00 |
WILLSCOT HLDGS CORPSOLE | COM CL A | 342K | SH | $9.87M 2.14% | 0.00 | 342K | 0.00 |
ALGOMA STL GROUP INCSOLE | COM | 1.66M | SH | $6.72M 1.46% | 0.00 | 1.66M | 0.00 |