Stocks
REZI
BEACONLIGHT CAPITAL, LLC

BEACONLIGHT CAPITAL, LLC

CIK

1569537

City

New York

State / Country

Stock

REZI — Resideo Technologies, Inc.

Top Portfolio Positions

34 positions · $189,796,411 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CSTM	Constellium SE Basic Materials	1,171,812	$28,803,138	15.18%
REZI	Resideo Technologies, Inc. Industrials	594,234	$20,031,628	10.55%
STM	STMicroelectronics N.V. Technology	384,477	$13,283,680	7.00%
SPY	Spdr S&P 500 ETF Trust	19,200	$12,486,528	6.58%
SXT	Sensient Technologies Corp Basic Materials	124,182	$10,734,292	5.66%
TECK	Teck Resources Ltd Basic Materials	183,299	$9,485,723	5.00%
LNG	Cheniere Energy, Inc. Energy	29,799	$8,455,764	4.46%
U	Unity Software Inc. Technology	345,309	$7,576,079	3.99%
GPOR	Gulfport Energy Corp Energy	33,981	$7,189,360	3.79%
NTRA	Natera, Inc. Healthcare	33,589	$6,717,464	3.54%

Portfolio Trend

25 quarters · across all stocks

Holdings in REZI

Compact Export CSV

Shares Held

Position Value (USD)

32 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,031,628	594,234	-14.3%	Shares	Sole	2026-05-14
2025-12-31	$24,349,082	693,311	+7.5%	Shares	Sole	2026-02-17
2025-09-30	$27,852,309	645,028	-21.4%	Shares	Sole	2025-11-14
2025-06-30	$18,103,583	820,652	-22.8%	Shares	Sole	2025-08-14
2025-03-31	$18,823,454	1,063,472	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$24,779,187	1,075,019	-1.3%	Shares	Sole	2025-02-14
2024-09-30	$21,930,969	1,088,926	+64.9%	Shares	Sole	2024-11-13
2024-06-30	$12,914,626	660,257	-0.4%	Shares	Sole	2024-08-14
2024-03-31	$14,867,621	663,141	+589.3%	Shares	Sole	2024-05-14
2024-03-31	$2,156,804	96,200	-86.7%	Call	Sole	2024-05-14
2023-12-31	$13,565,286	720,791	+641.6%	Shares	Sole	2024-02-13
2023-12-31	$1,829,304	97,200	-82.9%	Call	Sole	2024-02-13
2023-09-30	$8,969,849	567,712	-24.2%	Shares	Sole	2023-11-14
2023-06-30	$13,229,388	749,116	+9.3%	Shares	Sole	2023-08-11
2023-03-31	$12,533,426	685,636	+22.3%	Shares	Sole	2023-05-12
2022-12-31	$9,221,244	560,562	+46.8%	Shares	Sole	2023-02-14
2022-09-30	$7,278,404	381,868	+15543.9%	Shares	Sole	2022-11-14
2022-06-30	$47,404	2,441	-99.6%	Call	Sole	2022-08-15
2022-06-30	$10,597,377	545,694	+15.4%	Shares	Sole	2022-08-15
2022-03-31	$11,264,488	472,702	+12.1%	Shares	Sole	2022-05-13
2021-12-31	$10,978,152	421,750	+12.2%	Shares	Sole	2022-02-14
2021-09-30	$9,320,197	375,966	-20.6%	Shares	Sole	2021-11-15
2021-06-30	$14,202,900	473,430	-6.8%	Shares	Sole	2021-08-16
2021-03-31	$14,348,598	507,915	+112022.5%	Shares	Sole	2021-05-17
2021-03-31	$12,797	453	-99.1%	Call	Sole	2021-05-17
2020-12-31	$1,043,866	49,100	-96.6%	Call	Sole	2021-02-16
2020-12-31	$30,613,103	1,439,939	+239092.5%	Shares	Sole	2021-02-16
2020-09-30	$6,622	602	-100.0%	Call	Sole	2020-11-16
2020-09-30	$16,924,765	1,538,615	+4.5%	Shares	Sole	2020-11-16
2020-06-30	$17,257,946	1,472,521	+226790.8%	Shares	Sole	2020-08-14
2020-06-30	$7,606	649	-99.9%	Call	Sole	2020-08-14
2020-03-31	$4,171,586	861,898	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.