BEACONLIGHT CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSTM | 1.34M | $25.26M |
 | REZI | 693K | $24.35M |
 | DMRC | 432K | $2.83M |
 | QDEL | 239K | $6.83M |
 | TECK | 191K | $9.16M |
 | U | 171K | $7.53M |
 | SXT | 138K | $12.97M |
 | GDS | 136K | $4.75M |
 | JHX | 117K | $2.42M |
 | SGI | 94K | $8.42M |
 | EQT | 93K | $4.98M |
 | GPOR | 47K | $9.69M |
 | TWLO | 46K | $6.55M |
 | LNG | 36K | $6.97M |
 | SNDK | 32K | $7.56M |
 | TMDX | 29K | $3.57M |
 | VICR | 29K | $3.21M |
 | SNOW | 28K | $6.07M |
 | CRS | 25K | $8.01M |
 | NTRA | 23K | $5.33M |
Constellium SE
CSTM
Shares Held
1.34M
Value
$25.26M
Resideo Technologies, Inc.
REZI
Shares Held
693K
Value
$24.35M
Digimarc Corporation
DMRC
Shares Held
432K
Value
$2.83M
QuidelOrtho Corporation
QDEL
Shares Held
239K
Value
$6.83M
Teck Resources Limited
TECK
Shares Held
191K
Value
$9.16M
Unity Software Inc.
U
Shares Held
171K
Value
$7.53M
Sensient Technologies Corporation
SXT
Shares Held
138K
Value
$12.97M
GDS Holdings Limited
GDS
Shares Held
136K
Value
$4.75M
James Hardie Industries plc
JHX
Shares Held
117K
Value
$2.42M
Somnigroup International Inc
SGI
Shares Held
94K
Value
$8.42M
EQT Corporation
EQT
Shares Held
93K
Value
$4.98M
Gulfport Energy Corporation
GPOR
Shares Held
47K
Value
$9.69M
Twilio Inc.
TWLO
Shares Held
46K
Value
$6.55M
Cheniere Energy, Inc.
LNG
Shares Held
36K
Value
$6.97M
Sandisk Corporation
SNDK
Shares Held
32K
Value
$7.56M
TransMedics Group, Inc.
TMDX
Shares Held
29K
Value
$3.57M
Vicor Corporation
VICR
Shares Held
29K
Value
$3.21M
Snowflake Inc.
SNOW
Shares Held
28K
Value
$6.07M
Carpenter Technology Corporation
CRS
Shares Held
25K
Value
$8.01M
Natera, Inc.
NTRA
Shares Held
23K
Value
$5.33M