BRIGHTLINE CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
9 positions ·
$338,138,740 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VSAT |
Viasat Inc
Technology
|
2,100,000 | $96,180,000 | 28.44% | |
| CSTM |
Constellium SE
Basic Materials
|
1,847,000 | $45,399,260 | 13.43% | |
| DAN |
DANA Inc
Consumer Cyclical
|
1,150,000 | $38,697,500 | 11.44% | |
| AMTM |
Amentum Holdings, Inc.
Industrials
|
1,396,000 | $36,407,680 | 10.77% | |
| ECVT |
Ecovyst Inc.
Basic Materials
|
2,800,000 | $36,008,000 | 10.65% | |
| FLR |
Fluor Corp
Industrials
|
601,000 | $28,036,650 | 8.29% | |
| RRX |
Regal Rexnord Corp
Industrials
|
125,000 | $23,407,500 | 6.92% | |
| KALU |
Kaiser Aluminum Corp
Basic Materials
|
175,000 | $21,089,250 | 6.24% | |
| TGB |
Taseko Mines Ltd
Basic Materials
|
2,002,000 | $12,912,900 | 3.82% |
Portfolio Trend
23 quarters · across all stocks
Holdings in DAN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,697,500 | 1,150,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,228,960 | 1,146,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,643,200 | 1,080,000 | Shares | Sole | 2025-11-13 | |
| 2021-12-31 | $15,403,500 | 675,000 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $15,012,000 | 675,000 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $16,038,000 | 675,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $16,422,750 | 675,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $10,248,000 | 525,000 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||