Stock Taper

BEACONLIGHT CAPITAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Transocean Ltd.RIG977.96K$4.78M
Constellium SECSTM779.9K$24.86M
Compass, Inc.COMP649.9K$8.01M
Brookdale Senior Living Inc.BKD364.98K$5.87M
Digimarc Corp.DMRC338.95K$2.79M
James Hardie Industries plcJHX326.19K$8.54M
Resideo Technologies, Inc.REZI322.96K$10.04M
Werner Enterprises, Inc.WERN276.03K$12.04M
Tandem Diabetes Care, Inc.TNDM266.01K$4.01M
Sensient Technologies CorporationSXT221.81K$27.35M
Unity Software Inc.U212.47K$6.07M
Teck Resources LimitedTECK133.81K$7.96M
Somnigroup International IncSGI128.31K$10.06M
Venture Global, Inc.VG122.02K$1.36M
QuidelOrtho CorporationQDEL102.8K$1.8M
Knight-Swift Transportation Holdings Inc.KNX88.05K$6.86M
Scholar Rock Holding CorporationSRRK87.89K$4.83M
Delta Air Lines, Inc.DAL81.82K$7.66M
Celsius Holdings, Inc.CELH59.58K$1.74M
Cheniere Energy, Inc.LNG55.62K$13.29M