Q4 2024 · 13F-HR
BRIGHTLINE CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2025-02-13 · accession 0000919574-25-001107
$145.8M
Reported value
13
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 83418M103 | SEI | SOLARIS ENERGY INFRAS INC | $32.1M | 22.0% | 1,114,000 | Common | SOLE |
| 343412102 | FLR | FLUOR CORP NEW | $25.8M | 17.7% | 523,000 | Common | SOLE |
| 749527107 | 1RG | REV GROUP INC | $20.9M | 14.3% | 656,000 | Common | SOLE |
| 12738K109 | CDLR | CADELER A S | $14.7M | 10.1% | 659,000 | Common | SOLE |
| 901109108 | TPC | TUTOR PERINI CORP | $13.6M | 9.35% | 563,000 | Common | SOLE |
| 415864107 | NVRI | ENVIRI CORP | $8.5M | 5.84% | 1,105,000 | Common | SOLE |
| 29415C101 | EOSE | EOS ENERGY ENTERPRISES INC | $8.1M | 5.53% | 1,659,000 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $7.3M | 5.01% | 711,000 | Common | SOLE |
| G9059U107 | TSEOF | TRINSEO PLC | $4.8M | 3.31% | 945,000 | Common | SOLE |
| 87266J104 | TPICQ | TPI COMPOSITES INC | $3.2M | 2.20% | 1,700,000 | Common | SOLE |
| 55939A107 | MAGN | MAGNERA CORP | $2.8M | 1.91% | 153,000 | Common | SOLE |
| 05614L209 | BW | BABCOCK & WILCOX ENTERPRISES | $2.5M | 1.70% | 1,510,000 | Common | SOLE |
| 449172105 | HY | HYSTER-YALE INC | $1.5M | 1.05% | 30,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.