HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MASTERBRAND INC |
963,000 | +28,000 | $14,301 |
| MBC | 963,000 | +28,000 | $14,301 |
| BUILDERS FIRSTSOURCE INC |
73,000 | +73,000 | $12,187 |
| BLDR | 73,000 | +73,000 | $12,187 |
| OWENS CORNING NEW |
73,000 | +73,000 | $10,821 |
| OC | 73,000 | +73,000 | $10,821 |
| BEAZER HOMES USA INC |
300,000 | +300,000 | $10,137 |
| BZH | 300,000 | +300,000 | $10,137 |
| CONSTELLIUM SE |
482,000 | UNCH | $9,621 |
| CSTM | 482,000 | UNCH | $9,621 |
| ARDAGH METAL PACKAGING S A |
2,235,000 | +2,235,000 | $8,582 |
| AMBP | 2,235,000 | +2,235,000 | $8,582 |
| BEACON ROOFING SUPPLY INC |
96,000 | +96,000 | $8,354 |
| BECN | 96,000 | +96,000 | $8,354 |
| REX AMERICAN RES CORP |
168,000 | +168,000 | $7,946 |
| REX | 168,000 | +168,000 | $7,946 |
| BLUE BIRD CORP |
270,000 | +270,000 | $7,279 |
| BLBD | 270,000 | +270,000 | $7,279 |
See Full List: All Stocks Held By Brightline Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Brightline Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $92,179 At 09/30/2023: $24,418 Brightline Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brightline Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
