BRIGHTLINE CAPITAL MANAGEMENT, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$115.3B

Holdings

12

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (12 positions)

#StockSharesValue% PortfolioType
1
SEISOLARIS ENERGY INFRAS INC
1,117,000$24.3B21.08%
2
FLRFLUOR CORP NEW
535,000$19.2B16.62%
3
TPCTUTOR PERINI CORP
702,000$16.3B14.11%
4
MAGNMAGNERA CORP
556,000$10.1B8.76%
5
TTITETRA TECHNOLOGIES INC DEL
2,655,000$8.9B7.74%
6
NVRIENVIRI CORP
1,294,000$8.6B7.46%
7
NEXTNEXTDECADE CORP
1,000,000$7.8B6.75%
8
CSTMCONSTELLIUM SE
745,000$7.5B6.52%
9
EOSEEOS ENERGY ENTERPRISES INC
1,707,000$6.5B5.60%
10
TSETRINSEO PLC
1,016,000$3.7B3.24%
11
TPICQTPI COMPOSITES INC
1,737,000$1.4B1.21%
12
BWBABCOCK & WILCOX ENTERPRISES
1,550,000$1.0B0.90%