CIK 1569537
BEACONLIGHT CAPITAL, LLC
Institutional 13F holdings & portfolio
Holdings
23
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–23 of 23
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CSTM | CONSTELLIUM SE | 1.3M | $1M+ | SH |
| REZI | RESIDEO TECHNOLOGIES INC | 693K | $1M+ | SH |
| SXT | SENSIENT TECHNOLOGIES CORP | 138K | $1M+ | SH |
| GPOR | GULFPORT ENERGY CORP | 47K | $1M+ | SH |
| TECK | TECK RESOURCES LTD | 191K | $1M+ | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC | 94K | $1M+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 25K | $1M+ | SH |
| SNDK | SANDISK CORP | 32K | $1M+ | SH |
| U | UNITY SOFTWARE INC | 171K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 36K | $1M+ | SH |
| QDEL | QUIDELORTHO CORP | 239K | $1M+ | SH |
| TWLO | TWILIO INC | 46K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 28K | $1M+ | SH |
| NTRA | NATERA INC | 23K | $1M+ | SH |
| EQT | EQT CORP | 93K | $1M+ | SH |
| GDS | GDS HLDGS LTD | 136K | $1M+ | SH |
| TMDX | TRANSMEDICS GROUP INC | 29K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 13K | $1M+ | SH |
| VICR | VICOR CORP | 29K | $1M+ | SH |
| DMRC | DIGIMARC CORP NEW | 432K | $1M+ | SH |
| JHX | JAMES HARDIE INDS PLC | 117K | $1M+ | SH |
| FICO | FAIR ISAAC CORP | 502 | $500K+ | SH |
| AAP | ADVANCE AUTO PARTS INC | 11K | $100K–$500K | SH |