Amina Abrahams

Brightline Capital Management, Llc

Assets Managed

$338.139M

Holdings

Last Quarter

2026 - Q1

Filed Date

27d ago

Growth Rate

36.7%(2Q avg: 19.04%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Brightline Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 9 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 338.139M in assets, with a quarterly growth rate of 36.7% and a 2-quarter average growth rate of 19.04%. The portfolio is managed by Amina Abrahams, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VSAT Viasat Inc Recent Activity Increased 0.29%	28.45%	$96.18M 2.1M shares@ $45.8 avg price	Increased 0.29%
CSTM Constellium Se Recent Activity Increased 0.28%	13.43%	$45.399M 1.847M shares@ $24.58 avg price	Increased 0.28%
DAN Dana Inc Recent Activity Increased 0.35%	11.45%	$38.697M 1.15M shares@ $33.65 avg price	Increased 0.35%
AMTM Amentum Holdings Inc Recent Activity Increased 0.29%	10.77%	$36.408M 1.396M shares@ $26.08 avg price	Increased 0.29%
ECVT Ecovyst Inc Recent Activity Increased 36.59%	10.65%	$36.008M 2.8M shares@ $12.86 avg price	Increased 36.59%
FLR Fluor Corp Recent Activity Increased 7.52%	8.3%	$28.037M 601,000 shares@ $46.65 avg price	Increased 7.52%
RRX Regal Rexnord Corp Recent Activity New Position	6.93%	$23.407M 125,000 shares@ $187.26 avg price	New Position
KALU Kaiser Aluminum Corp Recent Activity Increased 4.17%	6.24%	$21.089M 175,000 shares@ $120.51 avg price	Increased 4.17%
TGB Taseko Mines Ltd Recent Activity New Position	3.82%	$12.913M 2.002M shares@ $6.45 avg price	New Position

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