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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: $338.14 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 100%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
RRX	REGAL REXNORD CORPORATION	6.92%	125,000	$23,407,500	125,000	New	$187.26	13F
TGB	TASEKO MINES LTD	3.82%	2,002,000	$12,912,900	2,002,000	New	$6.45	13F