Stock Taper 
BEACONLIGHT CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Unity Software Inc. | U | 212.47K | $6.07M |
 Sensient Technologies Corporation | SXT | 221.81K | $27.35M |
 Tandem Diabetes Care, Inc. | TNDM | 266.01K | $4.01M |
 Werner Enterprises, Inc. | WERN | 276.03K | $12.04M |
 Resideo Technologies, Inc. | REZI | 322.96K | $10.04M |
 James Hardie Industries plc | JHX | 326.19K | $8.54M |
 Digimarc Corp. | DMRC | 338.95K | $2.79M |
 Brookdale Senior Living Inc. | BKD | 364.98K | $5.87M |
 Compass, Inc. | COMP | 649.9K | $8.01M |
 Constellium SE | CSTM | 779.9K | $24.86M |
 Transocean Ltd. | RIG | 977.96K | $4.78M |