BRIGHTLINE CAPITAL MANAGEMENT, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$244.0B

Holdings

10

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (10 positions)

#StockSharesValue% PortfolioType
1
VSATVIASAT INC
2,036,000$59.7B24.45%
2
SEISOLARIS ENERGY INFRAS INC
1,003,000$40.1B16.43%
3
AMTMAMENTUM HOLDINGS INC
1,200,000$28.7B11.78%
4
CSTMCONSTELLIUM SE
1,625,000$24.2B9.91%
5
FLRFLUOR CORP NEW
544,000$22.9B9.38%
6
4DHDANA INC
1,080,000$21.6B8.87%
7
EOSEEOS ENERGY ENTERPRISES INC
1,754,000$20.0B8.19%
8
NVRIENVIRI CORP
1,400,000$17.8B7.28%
9
MAGNMAGNERA CORP
560,000$6.6B2.69%
10
TSETRINSEO PLC
1,060,000$2.5B1.02%