Universe · entity
BEACONLIGHT CAPITAL, LLC
Institutional manager (13F) · CIK 1569537
13F holdings · as of 2026-03-31 · top 33 · reported portfolio $177M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CONSTELLIUM SE | $29M | 1,171,812 |
| 2 | RESIDEO TECHNOLOGIES INC | $20M | 594,234 |
| 3 | STMICROELECTRONICS N V | $13M | 384,477 |
| 4 | SENSIENT TECHNOLOGIES CORP | $11M | 124,182 |
| 5 | TECK RESOURCES LTD | $9M | 183,299 |
| 6 | CHENIERE ENERGY INC | $8M | 29,799 |
| 7 | UNITY SOFTWARE INC | $8M | 345,309 |
| 8 | GULFPORT ENERGY CORP | $7M | 33,981 |
| 9 | NATERA INC | $7M | 33,589 |
| 10 | CELSIUS HLDGS INC | $6M | 156,391 |
| 11 | FEDEX CORP | $5M | 15,201 |
| 12 | TANDEM DIABETES CARE INC | $5M | 253,877 |
| 13 | SOMNIGROUP INTERNATIONAL INC | $4M | 59,199 |
| 14 | TRANSMEDICS GROUP INC | $4M | 42,478 |
| 15 | EQT CORP | $4M | 62,760 |
| 16 | SOLSTICE ADVANCED MATLS INC | $4M | 46,433 |
| 17 | SERVICENOW INC | $3M | 28,682 |
| 18 | JAMES HARDIE INDS PLC | $3M | 153,863 |
| 19 | SNOWFLAKE INC | $3M | 18,317 |
| 20 | CELANESE CORP DEL | $3M | 41,055 |
| 21 | BROADCOM INC | $3M | 8,516 |
| 22 | QUIDELORTHO CORP | $2M | 152,057 |
| 23 | VICOR CORP | $2M | 13,477 |
| 24 | TRANSOCEAN LTD | $2M | 326,947 |
| 25 | DIGIMARC CORP NEW | $2M | 431,772 |
| 26 | SANDISK CORP | $2M | 2,942 |
| 27 | CANADIAN PACIFIC KANSAS CITY | $2M | 20,314 |
| 28 | LYONDELLBASELL INDUSTRIES NV | $1M | 17,202 |
| 29 | GDS HLDGS LTD | $1M | 31,989 |
| 30 | VENTURE GLOBAL INC | $1M | 75,636 |
| 31 | METHANEX CORP | $1M | 17,308 |
| 32 | CF INDUSTRIES HOLD | $934k | 7,195 |
| 33 | ONTO INNOVATION INC | $808k | 3,941 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.