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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: $232.15 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 90.66%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
VSAT	VIASAT INC	12.58%	2,000,000	$29,200,000	2,000,000	New	$14.6	13F
AMTM	AMENTUM HOLDINGS INC	10.17%	1,000,000	$23,610,000	1,000,000	New	$23.61	13F
TOL	TOLL BROTHERS INC	7.87%	160,000	$18,260,800	160,000	New	$114.13	13F