13F HOLDINGS REPORT
BRIGHTLINE CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0000919574-24-006423
Total Value
$236.8M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUOR CORP NEW | FLR | 455,000 | $21.7M | 9.17% |
| 2 | MASTERBRAND INC | MBC | 1,005,000 | $18.6M | 7.87% |
| 3 | CADELER A S | CDLR | 651,000 | $18.3M | 7.75% |
| 4 | REV GROUP INC | 749527107 | 648,000 | $18.2M | 7.68% |
| 5 | HOVNANIAN ENTERPRISES INC | HOVVB | 81,000 | $16.6M | 6.99% |
| 6 | TOLL BROTHERS INC | TOL | 103,000 | $15.9M | 6.72% |
| 7 | TUTOR PERINI CORP | TPC | 560,000 | $15.2M | 6.42% |
| 8 | PATRICK INDS INC | 703343103 | 104,000 | $14.8M | 6.25% |
| 9 | BRISTOW GROUP INC | VTOL | 411,000 | $14.3M | 6.02% |
| 10 | SOLARIS ENERGY INFRAS INC | SEI | 1,100,000 | $14.0M | 5.93% |
| 11 | GRANITE CONSTR INC | GVA | 151,000 | $12.0M | 5.06% |
| 12 | CONSTELLIUM SE | CSTM | 712,000 | $11.6M | 4.89% |
| 13 | ENVIRI CORP | NVRI | 1,000,000 | $10.3M | 4.37% |
| 14 | TPI COMPOSITES INC | TPICQ | 1,658,000 | $7.5M | 3.19% |
| 15 | KAISER ALUMINUM CORP | KALU | 100,000 | $7.3M | 3.06% |
| 16 | BLUE BIRD CORP | BLBD | 151,000 | $7.2M | 3.06% |
| 17 | EOS ENERGY ENTERPRISES INC | EOSE | 1,640,000 | $4.9M | 2.06% |
| 18 | BEAZER HOMES USA INC | BZH | 100,000 | $3.4M | 1.44% |
| 19 | LSB INDS INC | 502160104 | 361,000 | $2.9M | 1.23% |
| 20 | GLATFELTER CORPORATION | 377320106 | 1,138,000 | $2.0M | 0.86% |