BEACONLIGHT CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSTM | 1.17M | $28.80M |
 | REZI | 594K | $20.03M |
 | DMRC | 432K | $2.12M |
 | STM | 384K | $13.28M |
 | U | 345K | $7.58M |
 | RIG | 327K | $2.17M |
 | TNDM | 254K | $4.87M |
 | TECK | 183K | $9.49M |
 | CELH | 156K | $5.55M |
 | JHX | 154K | $2.91M |
 | QDEL | 152K | $2.50M |
 | SXT | 124K | $10.73M |
 | VG | 76K | $1.19M |
 | EQT | 63K | $3.99M |
 | SGI | 59K | $4.38M |
 | SOLS | 46K | $3.54M |
 | TMDX | 42K | $4.22M |
 | CE | 41K | $2.70M |
 | GPOR | 34K | $7.19M |
 | NTRA | 34K | $6.72M |
Constellium SE
CSTM
Shares Held
1.17M
Value
$28.80M
Resideo Technologies, Inc.
REZI
Shares Held
594K
Value
$20.03M
Digimarc Corp.
DMRC
Shares Held
432K
Value
$2.12M
STMicroelectronics N.V.
STM
Shares Held
384K
Value
$13.28M
Unity Software Inc.
U
Shares Held
345K
Value
$7.58M
Transocean Ltd.
RIG
Shares Held
327K
Value
$2.17M
Tandem Diabetes Care, Inc.
TNDM
Shares Held
254K
Value
$4.87M
Teck Resources Limited
TECK
Shares Held
183K
Value
$9.49M
Celsius Holdings, Inc.
CELH
Shares Held
156K
Value
$5.55M
James Hardie Industries plc
JHX
Shares Held
154K
Value
$2.91M
QuidelOrtho Corporation
QDEL
Shares Held
152K
Value
$2.50M
Sensient Technologies Corporation
SXT
Shares Held
124K
Value
$10.73M
Venture Global, Inc.
VG
Shares Held
76K
Value
$1.19M
EQT Corporation
EQT
Shares Held
63K
Value
$3.99M
Somnigroup International Inc
SGI
Shares Held
59K
Value
$4.38M
Solstice Advanced Materials Inc.
SOLS
Shares Held
46K
Value
$3.54M
TransMedics Group, Inc.
TMDX
Shares Held
42K
Value
$4.22M
Celanese Corporation
CE
Shares Held
41K
Value
$2.70M
Gulfport Energy Corp
GPOR
Shares Held
34K
Value
$7.19M
Natera, Inc.
NTRA
Shares Held
34K
Value
$6.72M