BRIGHTLINE CAPITAL MANAGEMENT, LLC

Miami, FL · CIK 1432450 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · limited liability company

Assets managed$346.4m
Staff8 · 4 in investment roles
Main clients (by assets)Private funds 100%
Private funds2 (2 hedge) · $346.4m gross assets
Websitebrightlinecapital.com
Form ADV · 2026-03-09SEC adviser record

Kindhedge funds
Others nearbyMiami, FL, New York, NY, Greenwich, CT

As an employer

Offices in1 country
Private fundshedge 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Miami, FL (main office)United States	United States	about 1
New York, NYUnited States	United States	2
Greenwich, CTUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$461.5m reported value +36.5% vs Q1 2026

11positions

98.5%in top 10

5 new 6 added 0 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VIASAT INC COM VSAT	VSAT	2,112,000	$189.7m41.10%	41.10%	Added +12.0k	+12,000 0.6%
2	CONSTELLIUM SE CL A SHS CSTM	CSTM	1,923,000	$61.3m13.28%	13.28%	Added +76.0k	+76,000 4.1%
3	REGAL REXNORD CORPORATION COM RRX	RRX	163,000	$38.8m8.41%	8.41%	Added +38.0k	+38,000 30.4%
4	FLUOR CORP NEW COM FLR	FLR	723,000	$37.9m8.21%	8.21%	Added +122.0k	+122,000 20.3%
5	ECOVYST INC COM ECVT	ECVT	3,012,000	$37.5m8.13%	8.13%	Added +212.0k	+212,000 7.6%
6	DANA INC COM DAN	DAN	1,160,000	$31.6m6.84%	6.84%	Added +10.0k	+10,000 0.9%
7	HERC HLDGS INC COM HRI	HRI	142,000	$20.4m4.41%	4.41%	New
8	TREKOR METALS LTD COM TGB	TGB	2,200,000	$15.1m3.28%	3.28%	New
9	OWENS CORNING NEW COM OC	OC	80,000	$12.7m2.76%	2.76%	New
10	WILLSCOT HLDGS CORP COM CL A WSC	WSC	342,000	$9.9m2.14%	2.14%	New
11	ALGOMA STL GROUP INC COM ASTL	ASTL	1,660,000	$6.7m1.46%	1.46%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMENTUM HOLDINGS INC AMTM	AMTM	1,396,000	$36.4m1.4m shares
KAISER ALUMINUM CORP KALU	KALU	175,000	$21.1m175.0k shares
TASEKO MINES LTD		2,002,000	$12.9m2.0m shares