Institutional Fund
Beaconlight Capital, LLC
New York, NYCIK 15695375 filings on record
Portfolio Value
$177.31M
Q1 2026
Holdings
33
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+3.6%
from $171.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Constellium Se16.2%
- Resideo Technologies Inc11.3%
- Stmicroelectronics N V7.5%
- Sensient Technologies Corp6.1%
- Teck Resources Ltd5.3%
- Cheniere Energy Inc4.8%
- Other48.8%
Portfolio Holdings
33 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Constellium Se | 1.17M | $28.80M | 16.2% | −168.1K | Reduced |
| 2 | Resideo Technologies Inc | 594.2K | $20.03M | 11.3% | −99.1K | Reduced |
| 3 | Stmicroelectronics N V | 384.5K | $13.28M | 7.5% | +384.5K | New |
| 4 | Sensient Technologies Corp | 124.2K | $10.73M | 6.1% | −13.9K | Reduced |
| 5 | Teck Resources Ltd | 183.3K | $9.49M | 5.3% | −7.9K | Reduced |
| 6 | Cheniere Energy Inc | 29.8K | $8.46M | 4.8% | −6.0K | Reduced |
| 7 | Unity Software Inc | 345.3K | $7.58M | 4.3% | +174.8K | Added |
| 8 | Gulfport Energy Corp | 34.0K | $7.19M | 4.1% | −12.6K | Reduced |
| 9 | Natera Inc | 33.6K | $6.72M | 3.8% | +10.3K | Added |
| 10 | Celsius Hldgs Inc | 156.4K | $5.55M | 3.1% | +156.4K | New |
23 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio