Beaconlight Capital, LLC
- SEC CIK
- 0001569537
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 33
- +10 vs. Q4 2025
- Portfolio value
- $177.3M
- +$6.09M (+3.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CSTMConstellium SE | CL A SHS | 1,171,812 | $28.8M | 16.2% | −168,122−12.5% | Reduced | History |
| REZIResideo Technologies, Inc. | Stock | 594,234 | $20.0M | 11.3% | −99,077−14.3% | Reduced | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 384,477 | $13.3M | 7.5% | +384,477 | New | History |
| SXTSensient Technologies Corp | COM | 124,182 | $10.7M | 6.1% | −13,851−10.0% | Reduced | History |
| TECKTeck Resources Ltd | CL B | 183,299 | $9.49M | 5.3% | −7,936−4.1% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 29,799 | $8.46M | 4.8% | −6,036−16.8% | Reduced | History |
| UUnity Software Inc. | COM | 345,309 | $7.58M | 4.3% | +174,788+102.5% | Added | History |
| GPORGulfport Energy Corp | COMMON SHARES | 33,981 | $7.19M | 4.1% | −12,591−27.0% | Reduced | History |
| NTRANatera, Inc. | COM | 33,589 | $6.72M | 3.8% | +10,303+44.2% | Added | History |
| CELHCelsius Holdings, Inc. | COM NEW | 156,391 | $5.55M | 3.1% | +156,391 | New | History |
| FDXFedEx Corp | Stock | 15,201 | $5.41M | 3.1% | +15,201 | New | History |
| TNDMTandem Diabetes Care Inc | COM NEW | 253,877 | $4.87M | 2.7% | +253,877 | New | History |
| SGISomnigroup International Inc. | COM | 59,199 | $4.38M | 2.5% | −35,158−37.3% | Reduced | History |
| TMDXTransMedics Group, Inc. | COM | 42,478 | $4.22M | 2.4% | +13,134+44.8% | Added | History |
| EQTEQT Corp | Stock | 62,760 | $3.99M | 2.3% | −30,129−32.4% | Reduced | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 46,433 | $3.54M | 2.0% | +46,433 | New | History |
| NOWServiceNow, Inc. | Stock | 28,682 | $3.00M | 1.7% | +28,682 | New | History |
| JHXJames Hardie Industries plc | Stock | 153,863 | $2.91M | 1.6% | +37,223+31.9% | Added | History |
| SNOWSnowflake Inc. | Stock | 18,317 | $2.76M | 1.6% | −9,358−33.8% | Reduced | History |
| CECelanese Corp | Stock | 41,055 | $2.70M | 1.5% | +41,055 | New | History |
| AVGOBroadcom Inc. | Stock | 8,516 | $2.64M | 1.5% | +8,516 | New | History |
| QDELQuidelOrtho Corp | COM | 152,057 | $2.50M | 1.4% | −86,992−36.4% | Reduced | History |
| VICRVicor Corp | COM | 13,477 | $2.17M | 1.2% | −15,780−53.9% | Reduced | History |
| RIGTransocean Ltd. | REGISTERED SHS | 326,947 | $2.17M | 1.2% | +326,947 | New | History |
| DMRCDigimarc Corp | COM | 431,772 | $2.12M | 1.2% | 00.0% | Unchanged | History |
| SNDKSandisk Corp | COM | 2,942 | $1.87M | 1.1% | −28,922−90.8% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 20,314 | $1.60M | 0.9% | +20,314 | New | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 17,202 | $1.39M | 0.8% | +17,202 | New | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 31,989 | $1.29M | 0.7% | −104,054−76.5% | Reduced | History |
| VGVenture Global, Inc. | COM CL A | 75,636 | $1.19M | 0.7% | +75,636 | New | History |
| MEOHMethanex Corp | COM | 17,308 | $1.03M | 0.6% | +17,308 | New | History |
| CFCF Industries Holdings, Inc. | COM | 7,195 | $934.2K | 0.5% | +7,195 | New | History |
| ONTOOnto Innovation Inc. | COM | 3,941 | $808.2K | 0.5% | +3,941 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $12.5M | – |
Sold out since Q4 2025 (5)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| CRSCarpenter Technology Corp | COM | 25,445 | $8.01M | 4.7% | History |
| TWLOTwilio Inc | CL A | 46,060 | $6.55M | 3.8% | History |
| STXSeagate Technology Holdings plc | ORD SHS | 12,651 | $3.48M | 2.0% | History |
| FICOFair Isaac Corp | COM | 502 | $848.7K | 0.5% | History |
| AAPAdvance Auto Parts Inc | COM | 10,920 | $429.2K | 0.3% | History |