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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
BW	BABCOCK & WILCOX ENTERPRISES	0.64%	1,550,000	$1,491,255		No Change	$0.96	13F
TPIC	TPI COMPOSITES INC	0.64%	1,737,000	$1,492,604		No Change	$0.86	13F