BRIGHTLINE CAPITAL MANAGEMENT, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$232.2B
Holdings
15
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPCTUTOR PERINI CORP | 705,000 | $33.0B | 14.21% | |
| 2 | SEISOLARIS ENERGY INFRAS INC | 1,122,000 | $31.7B | 13.67% | |
| 3 | VSATVIASAT INC | 2,000,000 | $29.2B | 12.58% | |
| 4 | FLRFLUOR CORP NEW | 534,000 | $27.4B | 11.79% | |
| 5 | AMTMAMENTUM HOLDINGS INC | 1,000,000 | $23.6B | 10.17% | |
| 6 | TOLTOLL BROTHERS INC | 160,000 | $18.3B | 7.87% | |
| 7 | CSTMCONSTELLIUM SE | 1,000,000 | $13.3B | 5.73% | |
| 8 | NEXTNEXTDECADE CORP | 1,450,000 | $12.9B | 5.57% | |
| 9 | NVRIENVIRI CORP | 1,400,000 | $12.2B | 5.23% | |
| 10 | TTITETRA TECHNOLOGIES INC DEL | 2,653,000 | $8.9B | 3.84% | |
| 11 | EOSEEOS ENERGY ENTERPRISES INC | 1,723,000 | $8.8B | 3.80% | |
| 12 | MAGNMAGNERA CORP | 555,000 | $6.7B | 2.89% | |
| 13 | TSETRINSEO PLC | 1,022,000 | $3.2B | 1.37% | |
| 14 | TPICQTPI COMPOSITES INC | 1,737,000 | $1.5B | 0.64% | |
| 15 | BWBABCOCK & WILCOX ENTERPRISES | 1,550,000 | $1.5B | 0.64% |