13F HOLDINGS REPORT
BRIGHTLINE CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000919574-26-000890
Total Value
$247.4M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VIASAT INC | VSAT | 2,094,000 | $72.2M | 29.17% |
| 2 | AMENTUM HOLDINGS INC | AMTM | 1,392,000 | $40.4M | 16.32% |
| 3 | CONSTELLIUM SE | CSTM | 1,842,000 | $34.7M | 14.04% |
| 4 | DANA INC | DAN | 1,146,000 | $27.2M | 11.01% |
| 5 | FLUOR CORP NEW | FLR | 559,000 | $22.2M | 8.96% |
| 6 | ECOVYST INC | ECVT | 2,050,000 | $19.9M | 8.06% |
| 7 | KAISER ALUMINUM CORP | KALU | 168,000 | $19.3M | 7.80% |
| 8 | SOLARIS ENERGY INFRAS INC | SEI | 250,000 | $11.5M | 4.65% |