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Ed Bosek

Beaconlight Capital, Llc

Assets Managed
$189.796M
Holdings
34
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
10.86%(2Q avg: -2.34%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaconlight Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Beaconlight Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 189.796M in assets, with a quarterly growth rate of 10.86% and a 2-quarter average growth rate of -2.34%. The portfolio is managed by Ed Bosek, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CSTM
Constellium Se
Recent Activity
Decreased -12.54%
15.18%
$28.803M
1.172M shares@ $24.59 avg price
REZI
Resideo Technologies Inc
Recent Activity
Decreased -14.29%
10.56%
$20.032M
594,234 shares@ $33.71 avg price
STM
Stmicroelectronics Nv-ny Shs
Recent Activity
New Position
7%
$13.284M
384,477 shares@ $34.55 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
New Position
6.58%
$12.487M↓ Put
19,200 shares@ $650.34 avg price
SXT
Sensient Technologies Corp
Recent Activity
Decreased -10.03%
5.66%
$10.734M
124,182 shares@ $86.44 avg price
TECK
Teck Resources Ltd-cls B
Recent Activity
Decreased -4.14%
5%
$9.486M
183,299 shares@ $51.75 avg price
LNG
Cheniere Energy Inc
Recent Activity
Decreased -16.84%
4.46%
$8.456M
29,799 shares@ $283.76 avg price
U
Unity Software Inc
Recent Activity
Increased 102.51%
4%
$7.576M
345,309 shares@ $21.94 avg price
GPOR
Gulfport Energy Corp
Recent Activity
Decreased -27.03%
3.79%
$7.189M
33,981 shares@ $211.57 avg price
NTRA
Natera Inc
Recent Activity
Increased 44.25%
3.54%
$6.717M
33,589 shares@ $199.99 avg price

1-10 of 34