Investor
BEACONLIGHT CAPITAL, LLC
CIK 0001569537 · filed 2026-05-14 · SEC filing
13F book
$189.8M
Positions
33
15 new · 5 sold
Largest name
15.2%
Constellium Se · CSTM
Est. mark
$1.05M
Price effect on 18 names still held. Flow $5.04M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Constellium Se | CSTM | 1.17M | $28.8M | 15.2% | $6.71M | Cut$3.55M |
| Resideo Technologies, Inc. | REZI | 594.2K | $20M | 10.6% | −$837.9K | Cut−$4.32M |
| Stmicroelectronics N V | — | 384.5K | $13.3M | 7.0% | — | New |
| Sensient Technologies Corp | SXT | 124.2K | $10.7M | 5.7% | −$932.6K | Cut−$2.23M |
| Teck Resources Ltd | — | 183.3K | $9.49M | 5.0% | $707.5K | Cut$327.5K |
| Cheniere Energy, Inc. | LNG | 29.8K | $8.46M | 4.5% | $2.66M | Cut$1.49M |
| Unity Software Inc. | U | 345.3K | $7.58M | 4.0% | −$3.79M | Added$44.2K |
| Gulfport Energy Corp | GPOR | 34K | $7.19M | 3.8% | $121.7K | Cut−$2.5M |
| Natera, Inc. | NTRA | 33.6K | $6.72M | 3.5% | −$677.6K | Added$1.38M |
| Celsius Hldgs Inc | — | 156.4K | $5.55M | 2.9% | — | New |
| Fedex Corp | FDX | 15.2K | $5.41M | 2.9% | — | New |
| Tandem Diabetes Care Inc | TNDM | 253.9K | $4.87M | 2.6% | — | New |
| Somnigroup International Inc. | SGI | 59.2K | $4.38M | 2.3% | −$909.3K | Cut−$4.05M |
| TransMedics Group, Inc. | TMDX | 42.5K | $4.22M | 2.2% | −$652.6K | Added$653K |
| Eqt Corp | EQT | 62.8K | $3.99M | 2.1% | $630.1K | Cut−$984.8K |
| Solstice Advanced Matls Inc | — | 46.4K | $3.54M | 1.9% | — | New |
| ServiceNow, Inc. | NOW | 28.7K | $3M | 1.6% | — | New |
| James Hardie Inds Plc | — | 153.9K | $2.91M | 1.5% | −$211.1K | Added$493.9K |
| Snowflake Inc. | SNOW | 18.3K | $2.76M | 1.5% | −$1.26M | Cut−$3.31M |
| Celanese Corp Del | — | 41.1K | $2.7M | 1.4% | — | New |
| Broadcom Inc. | AVGO | 8.52K | $2.64M | 1.4% | — | New |
| Quidelortho Corp | QDEL | 152.1K | $2.5M | 1.3% | −$1.84M | Cut−$4.33M |
| Vicor Corp | VICR | 13.5K | $2.17M | 1.1% | $692.7K | Cut−$1.04M |
| Transocean Ltd. | RIG | 326.9K | $2.17M | 1.1% | — | New |
| Digimarc Corp New | — | 431.8K | $2.12M | 1.1% | −$712.4K | Held |
| Sandisk Corp | SNDK | 2.94K | $1.87M | 1.0% | $1.17M | Cut−$5.69M |
| Canadian Pacific Kansas City | — | 20.3K | $1.6M | 0.8% | — | New |
| Lyondellbasell Industries N | — | 17.2K | $1.39M | 0.7% | — | New |
| Gds Hldgs Ltd | — | 32K | $1.29M | 0.7% | $172.4K | Cut−$3.46M |
| Venture Global, Inc. | VG | 75.6K | $1.19M | 0.6% | — | New |
| Methanex Corp | MEOH | 17.3K | $1.03M | 0.5% | — | New |
| Cf Inds Hldgs Inc | — | 7.2K | $934.2K | 0.5% | — | New |
| Onto Innovation Inc. | ONTO | 3.94K | $808.2K | 0.4% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.