Nick Khera
@Brightline Capital Management, Llc
Latest period2024 - Q3ReportedManaged Assets$236.81MTotal holdings20
Assets growth rate17.55%Assets growth rate (2-Q avg)19.38%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Brightline Capital Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 20 positions.
Assets under management
The assets under management (AUM) of Brightline Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 236.81M in assets, with a quarterly growth rate of 17.55% and a 2-quarter average growth rate of 19.38%. The portfolio is managed by Nick Khera, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TOLToll Brothers Inc
| 6.72% | $15.912M 103,000 shares@ $154.49 avg price | New Position |
PATKPatrick Inds Inc
| 6.26% | $14.806M 104,000 shares@ $142.37 avg price | New Position |
SEISolaris Energy Infras Inc
| 5.93% | $14.036M 1.1M shares@ $12.76 avg price | New Position |
GVAGranite Constr Inc
| 5.06% | $11.971M 151,000 shares@ $79.28 avg price | New Position |
NVRIEnviri Corp
| 4.37% | $10.34M 1M shares@ $10.34 avg price | New Position |
EOSEEos Energy Enterprises Inc
| 2.06% | $4.871M 1.64M shares@ $2.97 avg price | New Position |