BEACONLIGHT CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSTM | 1.27M | $18.95M |
 | REZI | 645K | $27.85M |
 | YMM | 458K | $5.94M |
 | DMRC | 433K | $4.23M |
 | MBC | 293K | $3.86M |
 | STM | 261K | $7.38M |
 | TECK | 234K | $10.26M |
 | QDEL | 199K | $5.86M |
 | ADPT | 172K | $2.57M |
 | GDS | 162K | $6.26M |
 | AAP | 135K | $8.31M |
 | EQT | 127K | $6.89M |
 | U | 117K | $4.70M |
 | SXT | 114K | $10.72M |
 | DV | 93K | $1.12M |
 | CCOI | 93K | $3.56M |
 | SNDK | 75K | $8.39M |
 | LNG | 60K | $14.13M |
 | CP | 57K | $4.22M |
 | GPOR | 50K | $8.99M |
Constellium SE
CSTM
Shares Held
1.27M
Value
$18.95M
Resideo Technologies, Inc.
REZI
Shares Held
645K
Value
$27.85M
Full Truck Alliance Co. Ltd.
YMM
Shares Held
458K
Value
$5.94M
Digimarc Corporation
DMRC
Shares Held
433K
Value
$4.23M
MasterBrand, Inc.
MBC
Shares Held
293K
Value
$3.86M
STMicroelectronics N.V.
STM
Shares Held
261K
Value
$7.38M
Teck Resources Limited
TECK
Shares Held
234K
Value
$10.26M
QuidelOrtho Corporation
QDEL
Shares Held
199K
Value
$5.86M
Adaptive Biotechnologies Corporation
ADPT
Shares Held
172K
Value
$2.57M
GDS Holdings Limited
GDS
Shares Held
162K
Value
$6.26M
Advance Auto Parts, Inc.
AAP
Shares Held
135K
Value
$8.31M
EQT Corporation
EQT
Shares Held
127K
Value
$6.89M
Unity Software Inc.
U
Shares Held
117K
Value
$4.70M
Sensient Technologies Corporation
SXT
Shares Held
114K
Value
$10.72M
DoubleVerify Holdings, Inc.
DV
Shares Held
93K
Value
$1.12M
Cogent Communications Holdings, Inc.
CCOI
Shares Held
93K
Value
$3.56M
Sandisk Corporation
SNDK
Shares Held
75K
Value
$8.39M
Cheniere Energy, Inc.
LNG
Shares Held
60K
Value
$14.13M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
57K
Value
$4.22M
Gulfport Energy Corporation
GPOR
Shares Held
50K
Value
$8.99M