Beaconlight Capital, LLC - Q12026 Holdings

Beaconlight Capital, LLC holds 34 stocks with a total portfolio value of $ 189.8M as of Q12026. In Q12026, Beaconlight Capital, LLC added 16 new positions, increased stakes in 4 stocks, reduced 13 holdings, and fully exited 5 positions. The largest holding is Constellium Se (CSTM), representing 15.18% of the total portfolio.