Investor Details
| Filer Name: | BRIGHTLINE CAPITAL MANAGEMENT, LLC |
|---|---|
| CIK: | 1432450 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 13 |
| Portfolio Value: | $0.15B |
Brightline Capital Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| SEI | US | SOLARIS ENERGY INFRASTRUCTUR | 1,114,000 | $32M | 21.99% | 1.3% | - |
| FLR | US | FLUOR CORP | 523,000 | $26M | 17.69% | 14.9% | - |
| REVG | US | REV GROUP INC | 656,000 | $21M | 14.34% | 1.2% | - |
| CDLR | US | CADELER A/S-ADR | 659,000 | $15M | 10.09% | 1.2% | - |
| TPC | US | TUTOR PERINI CORP | 563,000 | $14M | 9.35% | 0.5% | - |
| NVRI | US | ENVIRI CORP | 1,105,000 | $9M | 5.84% | 10.5% | - |
| EOSE | US | EOS ENERGY ENTERPRISES INC | 1,659,000 | $8M | 5.53% | 1.2% | - |
| CSTM | US | CONSTELLIUM SE | 711,000 | $7M | 5.01% | -0.1% | - |
| TSE | US | TRINSEO PLC | 945,000 | $5M | 3.31% | 100.0% | - |
| TPIC | US | TPI COMPOSITES INC | 1,700,000 | $3M | 2.20% | 2.5% | - |
| MAGN | US | MAGNERA CORP | 153,000 | $3M | 1.91% | 100.0% | - |
| BW | US | BABCOCK & WILCOX ENTERPR | 1,510,000 | $2M | 1.70% | 100.0% | - |
| HY | US | HYSTER-YALE INC | 30,000 | $2M | 1.05% | 100.0% | - |