Brightline Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Brightline Capital Management, LLC reported 11 stock positions worth $461.5 million. Its top holding was Viasat (VSAT) at 41.1% of the portfolio, followed by Constellium (CSTM, 13.3%) and Regal Rexnord (RRX, 8.4%). Compared with Q1 2026, it opened 4 new positions, sold out of 2 and added to 7. The biggest buy was Viasat (VSAT, shares +1%) and the biggest sale an exit from Amentum (AMTM).
- Most Recent 13F
- Q2 2026
- Location
- Miami, FL
- CIK
- 0001432450
- Portfolio Value
- $461.5M (Q2 2026)
- SEC Filing
- 0000919574-26-005369 ↗ filed Aug 14, 2026
Holdings Value
Holdings 11 stocks · $461.5M
| VSAT Viasat Inc. | 41.10% | 2,112,000 | $189.7M | Add +0.6% |
| CSTM Constellium SE | 13.28% | 1,923,000 | $61.3M | Add +4.1% |
| RRX Regal Rexnord Corp. | 8.41% | 163,000 | $38.8M | Add +30.4% |
| FLR Fluor Corp. | 8.21% | 723,000 | $37.9M | Add +20.3% |
| ECVT Ecovyst Inc. | 8.13% | 3,012,000 | $37.5M | Add +7.6% |
| DAN Dana Inc. | 6.84% | 1,160,000 | $31.6M | Add +0.9% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 4.41% | 142,000 | $20.4M | New |
| TGB Trekor Metals Ltd. | 3.28% | 2,200,000 | $15.1M | Add +9.9% |
| OC Owens Corning | 2.76% | 80,000 | $12.7M | New |
| WSC Willscot Holdings Corp. | 2.14% | 342,000 | $9.9M | New |
| ASTL Algoma Steel Group Inc. | 1.46% | 1,660,000 | $6.7M | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| VSAT Viasat Inc. | Add +0.6% | 41.10% | +12.65 |
| HRI Herc Holdings Inc. | New | 4.41% | +4.41 |
| OC Owens Corning | New | 2.76% | +2.76 |
| WSC Willscot Holdings Corp. | New | 2.14% | +2.14 |
| RRX Regal Rexnord Corp. | Add +30.4% | 8.41% | +1.49 |
| ASTL Algoma Steel Group Inc. | New | 1.46% | +1.46 |
| FLR Fluor Corp. | Add +20.3% | 8.21% | −0.08 |
| CSTM Constellium SE | Add +4.1% | 13.28% | −0.15 |
| TGB Trekor Metals Ltd. | Add +9.9% | 3.28% | −0.54 |
| ECVT Ecovyst Inc. | Add +7.6% | 8.13% | −2.52 |
| DAN Dana Inc. | Add +0.9% | 6.84% | −4.61 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $461.5M | VSAT, CSTM, RRX, FLR, ECVT |
| Q1 2026 | 9 | $338.1M | VSAT, CSTM, DAN, AMTM, ECVT |
| Q4 2025 | 8 | $247.4M | VSAT, AMTM, CSTM, DAN, FLR |
| Q3 2025 | 10 | $244.0M | VSAT, SEI, AMTM, CSTM, FLR |
| Q2 2025 | 15 | $232.2M | TPC, SEI, VSAT, FLR, AMTM |
| Q1 2025 | 12 | $115.3M | SEI, FLR, TPC, MAGN, TTI |
| Q4 2024 | 13 | $145.8M | SEI, FLR, REVG, CDLR, TPC |
| Q3 2024 | 20 | $236.8M | FLR, MBC, CDLR, REVG, HOV |
| Q2 2024 | 19 | $201.5M | OVERSEAS SHIPHOLDING GROUP-A, CDLR, REVG, FLR, MBC |
| Q1 2024 | 15 | $166.2M | MBC, BZH, CLF, REVG, CSTM |