13F HOLDINGS REPORT
BRIGHTLINE CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0000919574-25-002912
Total Value
$115.3M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SOLARIS ENERGY INFRAS INC | SEI | 1,117,000 | $24.3M | 21.08% |
| 2 | FLUOR CORP NEW | FLR | 535,000 | $19.2M | 16.62% |
| 3 | TUTOR PERINI CORP | TPC | 702,000 | $16.3M | 14.11% |
| 4 | MAGNERA CORP | MAGN | 556,000 | $10.1M | 8.76% |
| 5 | TETRA TECHNOLOGIES INC DEL | 88162F105 | 2,655,000 | $8.9M | 7.74% |
| 6 | ENVIRI CORP | NVRI | 1,294,000 | $8.6M | 7.46% |
| 7 | NEXTDECADE CORP | NEXT | 1,000,000 | $7.8M | 6.75% |
| 8 | CONSTELLIUM SE | CSTM | 745,000 | $7.5M | 6.52% |
| 9 | EOS ENERGY ENTERPRISES INC | EOSE | 1,707,000 | $6.5M | 5.60% |
| 10 | TRINSEO PLC | TSEOF | 1,016,000 | $3.7M | 3.24% |
| 11 | TPI COMPOSITES INC | TPICQ | 1,737,000 | $1.4M | 1.21% |
| 12 | BABCOCK & WILCOX ENTERPRISES | BW-PA | 1,550,000 | $1.0M | 0.90% |