BEACONLIGHT CAPITAL, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, BEACONLIGHT CAPITAL, LLC held in its portfolio 23 assets valued at $171,218,561 (i.e. $171.22M).

The most valuable assets in the portfolio included: CONSTELLIUM SE ($25.26M), RESIDEO TECHNOLOGIES INC ($24.35M), and SENSIENT TECHNOLOGIES CORP ($12.97M).

The chart below shows the top 10 valuable assets, and the table below shows the top 23 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in BEACONLIGHT CAPITAL, LLC Portfolio

CONSTELLIUM SE

RESIDEO TECHNOLOGIES INC

SENSIENT TECHNOLOGIES CORP

GULFPORT ENERGY CORP

TECK RESOURCES LTD

SOMNIGROUP INTERNATIONAL INC

CARPENTER TECHNOLOGY CORP

SANDISK CORP

UNITY SOFTWARE INC

CHENIERE ENERGY INC

BEACONLIGHT CAPITAL, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CONSTELLIUM SE	1339934	25257756	CL A SHS
RESIDEO TECHNOLOGIES INC	693311	24349082	COM
SENSIENT TECHNOLOGIES CORP	138033	12968200	COM
GULFPORT ENERGY CORP	46572	9686510	COMMON SHARES
TECK RESOURCES LTD	191235	9158244	CL B
SOMNIGROUP INTERNATIONAL INC	94357	8424193	COM
CARPENTER TECHNOLOGY CORP	25445	8011104	COM
SANDISK CORP	31864	7563876	COM
UNITY SOFTWARE INC	170521	7531913	COM
CHENIERE ENERGY INC	35835	6965966	COM NEW
QUIDELORTHO CORP	239049	6827239	COM
TWILIO INC	46060	6551574	CL A
SNOWFLAKE INC	27675	6070788	COM SHS
NATERA INC	23286	5334590	COM
EQT CORP	92889	4978850	COM
GDS HLDGS LTD	136043	4747901	SPONSORED ADS
TRANSMEDICS GROUP INC	29344	3569698	COM
SEAGATE TECHNOLOGY HLDNGS PL	12651	3483959	ORD SHS
VICOR CORP	29257	3206567	COM
DIGIMARC CORP NEW	431772	2832424	COM
JAMES HARDIE INDS PLC	116640	2420280	ORD SHS
FAIR ISAAC CORP	502	848691	COM
ADVANCE AUTO PARTS INC	10920	429156	COM