13F HOLDINGS REPORT
BRIGHTLINE CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004682
Total Value
$232.2M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TUTOR PERINI CORP | TPC | 705,000 | $33.0M | 14.21% |
| 2 | SOLARIS ENERGY INFRAS INC | SEI | 1,122,000 | $31.7M | 13.67% |
| 3 | VIASAT INC | VSAT | 2,000,000 | $29.2M | 12.58% |
| 4 | FLUOR CORP NEW | FLR | 534,000 | $27.4M | 11.79% |
| 5 | AMENTUM HOLDINGS INC | AMTM | 1,000,000 | $23.6M | 10.17% |
| 6 | TOLL BROTHERS INC | TOL | 160,000 | $18.3M | 7.87% |
| 7 | CONSTELLIUM SE | CSTM | 1,000,000 | $13.3M | 5.73% |
| 8 | NEXTDECADE CORP | NEXT | 1,450,000 | $12.9M | 5.57% |
| 9 | ENVIRI CORP | NVRI | 1,400,000 | $12.2M | 5.23% |
| 10 | TETRA TECHNOLOGIES INC DEL | 88162F105 | 2,653,000 | $8.9M | 3.84% |
| 11 | EOS ENERGY ENTERPRISES INC | EOSE | 1,723,000 | $8.8M | 3.80% |
| 12 | MAGNERA CORP | MAGN | 555,000 | $6.7M | 2.89% |
| 13 | TRINSEO PLC | TSEOF | 1,022,000 | $3.2M | 1.37% |
| 14 | TPI COMPOSITES INC | TPICQ | 1,737,000 | $1.5M | 0.64% |
| 15 | BABCOCK & WILCOX ENTERPRISES | BW-PA | 1,550,000 | $1.5M | 0.64% |