13F HOLDINGS REPORT
BRIGHTLINE CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0000919574-25-001107
Total Value
$145.8M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SOLARIS ENERGY INFRAS INC | SEI | 1,114,000 | $32.1M | 21.99% |
| 2 | FLUOR CORP NEW | FLR | 523,000 | $25.8M | 17.69% |
| 3 | REV GROUP INC | 749527107 | 656,000 | $20.9M | 14.34% |
| 4 | CADELER A S | CDLR | 659,000 | $14.7M | 10.09% |
| 5 | TUTOR PERINI CORP | TPC | 563,000 | $13.6M | 9.35% |
| 6 | ENVIRI CORP | NVRI | 1,105,000 | $8.5M | 5.84% |
| 7 | EOS ENERGY ENTERPRISES INC | EOSE | 1,659,000 | $8.1M | 5.53% |
| 8 | CONSTELLIUM SE | CSTM | 711,000 | $7.3M | 5.01% |
| 9 | TRINSEO PLC | TSEOF | 945,000 | $4.8M | 3.31% |
| 10 | TPI COMPOSITES INC | TPICQ | 1,700,000 | $3.2M | 2.20% |
| 11 | MAGNERA CORP | MAGN | 153,000 | $2.8M | 1.91% |
| 12 | BABCOCK & WILCOX ENTERPRISES | BW-PA | 1,510,000 | $2.5M | 1.70% |
| 13 | HYSTER-YALE INC | HY | 30,000 | $1.5M | 1.05% |