BRIGHTLINE CAPITAL MANAGEMENT, LLC — 13F holdings

BRIGHTLINE CAPITAL MANAGEMENT, LLC reported 11 holdings worth $462M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VSAT VIASAT INC — $190M (41.1%)
2. CSTM CONSTELLIUM SE — $61.3M (13.3%)
3. RRX REGAL REXNORD CORPORATION — $38.8M (8.4%)
4. FLR FLUOR CORP NEW — $37.9M (8.2%)
5. ECVT ECOVYST INC — $37.5M (8.1%)
6. DAN DANA INC — $31.6M (6.8%)
7. HRI HERC HLDGS INC — $20.4M (4.4%)
8. TGB TREKOR METALS LTD — $15.1M (3.3%)
9. OC OWENS CORNING NEW — $12.7M (2.8%)
10. WSC WILLSCOT HLDGS CORP — $9.87M (2.1%)