13F HOLDINGS REPORT
BEACONLIGHT CAPITAL, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000919574-26-001169
Total Value
$171.2M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLIUM SE | CSTM | 1,339,934 | $25.3M | 14.75% |
| 2 | RESIDEO TECHNOLOGIES INC | REZI | 693,311 | $24.3M | 14.22% |
| 3 | SENSIENT TECHNOLOGIES CORP | SXT | 138,033 | $13.0M | 7.57% |
| 4 | GULFPORT ENERGY CORP | GPOR | 46,572 | $9.7M | 5.66% |
| 5 | TECK RESOURCES LTD | TCKRF | 191,235 | $9.2M | 5.35% |
| 6 | SOMNIGROUP INTERNATIONAL INC | SGI | 94,357 | $8.4M | 4.92% |
| 7 | CARPENTER TECHNOLOGY CORP | CRS | 25,445 | $8.0M | 4.68% |
| 8 | SANDISK CORP | SNDK | 31,864 | $7.6M | 4.42% |
| 9 | UNITY SOFTWARE INC | U | 170,521 | $7.5M | 4.40% |
| 10 | CHENIERE ENERGY INC | LNG | 35,835 | $7.0M | 4.07% |
| 11 | QUIDELORTHO CORP | QDEL | 239,049 | $6.8M | 3.99% |
| 12 | TWILIO INC | TWLO | 46,060 | $6.6M | 3.83% |
| 13 | SNOWFLAKE INC | SNOW | 27,675 | $6.1M | 3.55% |
| 14 | NATERA INC | NTRA | 23,286 | $5.3M | 3.12% |
| 15 | EQT CORP | EQT | 92,889 | $5.0M | 2.91% |
| 16 | GDS HLDGS LTD | GDHLF | 136,043 | $4.7M | 2.77% |
| 17 | TRANSMEDICS GROUP INC | TMDX | 29,344 | $3.6M | 2.08% |
| 18 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 12,651 | $3.5M | 2.03% |
| 19 | VICOR CORP | VICR | 29,257 | $3.2M | 1.87% |
| 20 | DIGIMARC CORP NEW | DMRC | 431,772 | $2.8M | 1.65% |
| 21 | JAMES HARDIE INDS PLC | G4253H101 | 116,640 | $2.4M | 1.41% |
| 22 | FAIR ISAAC CORP | FICO | 502 | $848,691 | 0.50% |
| 23 | ADVANCE AUTO PARTS INC | AAP | 10,920 | $429,156 | 0.25% |