13F HOLDINGS REPORT
BEACONLIGHT CAPITAL, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006888
Total Value
$202.7M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RESIDEO TECHNOLOGIES INC | REZI | 645,028 | $27.9M | 13.74% |
| 2 | CONSTELLIUM SE | CSTM | 1,273,505 | $18.9M | 9.35% |
| 3 | CHENIERE ENERGY INC | LNG | 60,139 | $14.1M | 6.97% |
| 4 | SENSIENT TECHNOLOGIES CORP | SXT | 114,231 | $10.7M | 5.29% |
| 5 | TECK RESOURCES LTD | TCKRF | 233,679 | $10.3M | 5.06% |
| 6 | GULFPORT ENERGY CORP | GPOR | 49,650 | $9.0M | 4.43% |
| 7 | SANDISK CORP | SNDK | 74,800 | $8.4M | 4.14% |
| 8 | ADVANCE AUTO PARTS INC | AAP | 135,351 | $8.3M | 4.10% |
| 9 | SOMNIGROUP INTERNATIONAL INC | SGI | 98,420 | $8.3M | 4.09% |
| 10 | STMICROELECTRONICS N V | STMEF | 261,232 | $7.4M | 3.64% |
| 11 | EQT CORP | EQT | 126,620 | $6.9M | 3.40% |
| 12 | GDS HLDGS LTD | GDHLF | 161,815 | $6.3M | 3.09% |
| 13 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 26,246 | $6.2M | 3.06% |
| 14 | FULL TRUCK ALLIANCE CO LTD | YMM | 458,277 | $5.9M | 2.93% |
| 15 | QUIDELORTHO CORP | QDEL | 199,121 | $5.9M | 2.89% |
| 16 | SNOWFLAKE INC | SNOW | 23,566 | $5.3M | 2.62% |
| 17 | TRANSMEDICS GROUP INC | TMDX | 44,218 | $5.0M | 2.45% |
| 18 | UNITY SOFTWARE INC | U | 117,281 | $4.7M | 2.32% |
| 19 | DIGIMARC CORP NEW | DMRC | 433,068 | $4.2M | 2.09% |
| 20 | CANADIAN PACIFIC KANSAS CITY | CP | 56,656 | $4.2M | 2.08% |
| 21 | MASTERBRAND INC | MBC | 292,959 | $3.9M | 1.90% |
| 22 | ALIBABA GROUP HLDG LTD | BBAAY | 21,489 | $3.8M | 1.89% |
| 23 | TOLL BROTHERS INC | TOL | 27,562 | $3.8M | 1.88% |
| 24 | NATERA INC | NTRA | 23,433 | $3.8M | 1.86% |
| 25 | COGENT COMMUNICATIONS HLDGS | CCOI | 92,910 | $3.6M | 1.76% |
| 26 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 171,599 | $2.6M | 1.27% |
| 27 | TWILIO INC | TWLO | 23,416 | $2.3M | 1.16% |
| 28 | DOUBLEVERIFY HLDGS INC | DV | 93,163 | $1.1M | 0.55% |