Funds › Brightline Capital Management, LLC
Brightline Capital Management, LLC
13F for Q3 2026, filed Nov 13, 2026. 9 positions worth $246.5M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CSTM Constellium SE | 1.94M | $46.8M | 19.0% | +0.7% | 13F ↗ |
| 2 | VSAT ViaSat, Inc. | 601,000 | $42.3M | 17.2% | -71.5% | 13F ↗ |
| 3 | FLR Fluor Corporation | 729,000 | $34.9M | 14.2% | +0.8% | 13F ↗ |
| 4 | DAN Dana Incorporated | 1.17M | $31.9M | 12.9% | +0.7% | 13F ↗ |
| 5 | ECVT Ecovyst Inc. | 3.03M | $29.8M | 12.1% | +0.7% | 13F ↗ |
| 6 | TGB Trekor Metals Limited | 2.23M | $19.9M | 8.1% | +1.4% | 13F ↗ |
| 7 | ELMT The Elmet Group Co. | 770,000 | $15.4M | 6.2% | New | 13F ↗ |
| 8 | TSAT Telesat Corporation | 300,000 | $13.8M | 5.6% | New | 13F ↗ |
| 9 | ASTL Algoma Steel Group Inc. | 2.80M | $11.7M | 4.7% | +68.7% | 13F ↗ |
Changes since Q2 2026
2 new, 6 added to, 1 trimmed, 4 exited, 0 unchanged. By estimated dollars.
New positions (2)
Added to (6)
Trimmed (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| VSAT ViaSat, Inc. | 601,000 | -71.5% | -$106.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 9 | $246.5M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 11 | $461.5M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 9 | $338.1M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 8 | $247.4M | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 10 | $244.0M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 15 | $232.2M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 12 | $115.3M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer