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Gurus
Value
BRIGHTLINE CAPITAL MANAGEMENT, LLC (Data extracted from 13F, 13D, 13G and Form 4)

BRIGHTLINE CAPITAL MANAGEMENT, LLC

AUM: $196.42 M

13-F Portfolio Value: $461.53 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 98.56%

Stock	Company	Change in Shares	% Change	Source
AMTM	AMENTUM HOLDINGS INC	-1,396,000	Exited	13F
KALU	KAISER ALUMINUM CORP	-175,000	Exited	13F
TGB	TASEKO MINES LTD	-2,002,000	Exited	13F