Brightline Capital Management, LLC Portfolio Holdings

Brightline Capital Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $146 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Solaris Oilfield Infrastructure, Inc. with a value of $32.1B, Fluor Corp with a value of $25.8B, Rev Group, Inc. with a value of $20.9B, Cadeler A S with a value of $14.7B, and Tutor Perini Corp with a value of $13.6B.

Examining the 13F form we can see an decrease of $91B in the current position value, from $237B to 146B.

Below you can find more details about Brightline Capital Management, LLC portfolio as well as his latest detailed transactions.