BEACONLIGHT CAPITAL, LLC — 13F holdings

BEACONLIGHT CAPITAL, LLC reported 33 holdings worth $283M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $44.4M (15.7%)
2. SXT SENSIENT TECHNOLOGIES CORP — $27.3M (9.7%)
3. CSTM CONSTELLIUM SE — $24.9M (8.8%)
4. NTRA NATERA INC — $14.5M (5.1%)
5. SNOW SNOWFLAKE INC — $13.5M (4.8%)
6. LNG CHENIERE ENERGY INC — $13.3M (4.7%)
7. WERN WERNER ENTERPRISES INC — $12.0M (4.2%)
8. QQQ Invesco Qqq Tr — $11.7M (4.1%)
9. SGI SOMNIGROUP INTERNATIONAL INC — $10.1M (3.6%)
10. REZI RESIDEO TECHNOLOGIES INC — $10.0M (3.5%)