Q1 2025 · 13F-HR
BRIGHTLINE CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2025-05-14 · accession 0000919574-25-002912
$115.3M
Reported value
12
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 83418M103 | SEI | SOLARIS ENERGY INFRAS INC | $24.3M | 21.1% | 1,117,000 | Common | SOLE |
| 343412102 | FLR | FLUOR CORP NEW | $19.2M | 16.6% | 535,000 | Common | SOLE |
| 901109108 | TPC | TUTOR PERINI CORP | $16.3M | 14.1% | 702,000 | Common | SOLE |
| 55939A107 | MAGN | MAGNERA CORP | $10.1M | 8.76% | 556,000 | Common | SOLE |
| 88162F105 | TTI | TETRA TECHNOLOGIES INC DEL | $8.9M | 7.74% | 2,655,000 | Common | SOLE |
| 415864107 | NVRI | ENVIRI CORP | $8.6M | 7.46% | 1,294,000 | Common | SOLE |
| 65342K105 | NEXT | NEXTDECADE CORP | $7.8M | 6.75% | 1,000,000 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $7.5M | 6.52% | 745,000 | Common | SOLE |
| 29415C101 | EOSE | EOS ENERGY ENTERPRISES INC | $6.5M | 5.60% | 1,707,000 | Common | SOLE |
| G9059U107 | TSEOF | TRINSEO PLC | $3.7M | 3.24% | 1,016,000 | Common | SOLE |
| 87266J104 | TPICQ | TPI COMPOSITES INC | $1.4M | 1.21% | 1,737,000 | Common | SOLE |
| 05614L209 | BW | BABCOCK & WILCOX ENTERPRISES | $1.0M | 0.90% | 1,550,000 | 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.