BRIGHTLINE CAPITAL MANAGEMENT, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$247.4B
Holdings
8
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VSATVIASAT INC | 2,094,000 | $72.2B | 29.17% | |
| 2 | AMTMAMENTUM HOLDINGS INC | 1,392,000 | $40.4B | 16.32% | |
| 3 | CSTMCONSTELLIUM SE | 1,842,000 | $34.7B | 14.04% | |
| 4 | 4DHDANA INC | 1,146,000 | $27.2B | 11.01% | |
| 5 | FLRFLUOR CORP NEW | 559,000 | $22.2B | 8.96% | |
| 6 | ECVTECOVYST INC | 2,050,000 | $19.9B | 8.06% | |
| 7 | KALUKAISER ALUMINUM CORP | 168,000 | $19.3B | 7.80% | |
| 8 | SEISOLARIS ENERGY INFRAS INC | 250,000 | $11.5B | 4.65% |