Brightline Capital Management, LLC - Q42025 Holdings

Brightline Capital Management, LLC holds 8 stocks with a total portfolio value of $ 247.37M as of Q42025. In Q42025, Brightline Capital Management, LLC added 2 new positions, increased stakes in 5 stocks, reduced 1 holding, and fully exited 4 positions. The largest holding is Viasat Inc (VSAT), representing 29.17% of the total portfolio.