Beaconlight Capital, LLC
- SEC CIK
- 0001569537
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 23
- −5 vs. Q3 2025
- Portfolio value
- $171.2M
- −$31.5M (−15.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CSTMConstellium SE | CL A SHS | 1,339,934 | $25.3M | 14.8% | +66,429+5.2% | Added | History |
| REZIResideo Technologies, Inc. | Stock | 693,311 | $24.3M | 14.2% | +48,283+7.5% | Added | History |
| SXTSensient Technologies Corp | COM | 138,033 | $13.0M | 7.6% | +23,802+20.8% | Added | History |
| GPORGulfport Energy Corp | COMMON SHARES | 46,572 | $9.69M | 5.7% | −3,078−6.2% | Reduced | History |
| TECKTeck Resources Ltd | CL B | 191,235 | $9.16M | 5.3% | −42,444−18.2% | Reduced | History |
| SGISomnigroup International Inc. | COM | 94,357 | $8.42M | 4.9% | −4,063−4.1% | Reduced | History |
| CRSCarpenter Technology Corp | COM | 25,445 | $8.01M | 4.7% | +25,445 | New | History |
| SNDKSandisk Corp | COM | 31,864 | $7.56M | 4.4% | −42,936−57.4% | Reduced | History |
| UUnity Software Inc. | COM | 170,521 | $7.53M | 4.4% | +53,240+45.4% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 35,835 | $6.97M | 4.1% | −24,304−40.4% | Reduced | History |
| QDELQuidelOrtho Corp | COM | 239,049 | $6.83M | 4.0% | +39,928+20.1% | Added | History |
| TWLOTwilio Inc | CL A | 46,060 | $6.55M | 3.8% | +22,644+96.7% | Added | History |
| SNOWSnowflake Inc. | Stock | 27,675 | $6.07M | 3.5% | +4,109+17.4% | Added | History |
| NTRANatera, Inc. | COM | 23,286 | $5.33M | 3.1% | −147−0.6% | Reduced | History |
| EQTEQT Corp | Stock | 92,889 | $4.98M | 2.9% | −33,731−26.6% | Reduced | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 136,043 | $4.75M | 2.8% | −25,772−15.9% | Reduced | History |
| TMDXTransMedics Group, Inc. | COM | 29,344 | $3.57M | 2.1% | −14,874−33.6% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 12,651 | $3.48M | 2.0% | −13,595−51.8% | Reduced | History |
| VICRVicor Corp | COM | 29,257 | $3.21M | 1.9% | +29,257 | New | History |
| DMRCDigimarc Corp | COM | 431,772 | $2.83M | 1.7% | −1,296−0.3% | Reduced | History |
| JHXJames Hardie Industries plc | Stock | 116,640 | $2.42M | 1.4% | +116,640 | New | History |
| FICOFair Isaac Corp | COM | 502 | $848.7K | 0.5% | +502 | New | History |
| AAPAdvance Auto Parts Inc | COM | 10,920 | $429.2K | 0.3% | −124,431−91.9% | Reduced | History |
Sold out since Q3 2025 (9)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| STMSTMicroelectronics N.V. | NY REGISTRY | 261,232 | $7.38M | 3.6% | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 458,277 | $5.94M | 2.9% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 56,656 | $4.22M | 2.1% | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 292,959 | $3.86M | 1.9% | History |
| BABAAlibaba Group Holding Ltd | ADR | 21,489 | $3.84M | 1.9% | History |
| TOLToll Brothers, Inc. | COM | 27,562 | $3.81M | 1.9% | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 92,910 | $3.56M | 1.8% | History |
| ADPTAdaptive Biotechnologies Corp | COM | 171,599 | $2.57M | 1.3% | History |
| DVDoubleVerify Holdings, Inc. | COM | 93,163 | $1.12M | 0.6% | History |