Beaconlight Capital, LLC - Q42025 Holdings

Beaconlight Capital, LLC holds 23 stocks with a total portfolio value of $ 171.22M as of Q42025. In Q42025, Beaconlight Capital, LLC added 4 new positions, increased stakes in 7 stocks, reduced 12 holdings, and fully exited 9 positions. The largest holding is Constellium Se (CSTM), representing 14.75% of the total portfolio.