The Analysis of BEACONLIGHT CAPITAL, LLC's Holdings
Currently, BEACONLIGHT CAPITAL, LLC holds 28 types of securities in its portfolio with a total value $202.7M. In the most recent quarter, they have increased their positions in SNDK (+74.8K shares, valued at $8.4M), SGI (+98.4K shares, valued at $8.3M), STM (+261.2K shares, valued at $7.4M); decreased their positions in STX (-70.2K shares, valued at $16.6M), REZI (-175.6K shares, valued at $7.6M), U (-140.3K shares, valued at $5.6M); initiated new positions in SNDK (+74.8K shares, valued at $8.4M), SGI (+98.4K shares, valued at $8.3M), STM (+261.2K shares, valued at $7.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
REZI RESIDEO TECHNOLOGIES INC645.0K shares-21.40%2025-09-302025-11-14
CSTM CONSTELLIUM SE1.3M shares37.15%2025-09-302025-11-14 LNG CHENIERE ENERGY INC60.1K shares-1.06%2025-09-302025-11-14 SXT SENSIENT TECHNOLOGIES CORP114.2K shares-19.62%2025-09-302025-11-14 TECK TECK RESOURCES LTD233.7K shares126.33%2025-09-302025-11-14 GPOR GULFPORT ENERGY CORP49.6K shares156.80%2025-09-302025-11-14 SNDK SANDISK CORP74.8K sharesnew addition2025-09-302025-11-14 AAP ADVANCE AUTO PARTS INC135.4K shares64.83%2025-09-302025-11-14 SGI SOMNIGROUP INTERNATIONAL INC98.4K sharesnew addition2025-09-302025-11-14 STM STMICROELECTRONICS N V261.2K sharesnew addition2025-09-302025-11-14 EQT EQT CORP126.6K shares43.38%2025-09-302025-11-14 GDS GDS HLDGS LTD161.8K sharesnew addition2025-09-302025-11-14 STX SEAGATE TECHNOLOGY HLDNGS PL26.2K shares-72.77%2025-09-302025-11-14 YMM FULL TRUCK ALLIANCE CO LTD458.3K shares13.18%2025-09-302025-11-14 QDEL QUIDELORTHO CORP199.1K shares50.44%2025-09-302025-11-14 SNOW SNOWFLAKE INC23.6K sharesnew addition2025-09-302025-11-14 TMDX TRANSMEDICS GROUP INC44.2K shares105.44%2025-09-302025-11-14 U UNITY SOFTWARE INC117.3K shares-54.46%2025-09-302025-11-14 DMRC DIGIMARC CORP NEW433.1K shares-8.78%2025-09-302025-11-14 CP CANADIAN PACIFIC KANSAS CITY56.7K shares32.70%2025-09-302025-11-14 MBC MASTERBRAND INC293.0K sharesnew addition2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD21.5K sharesnew addition2025-09-302025-11-14 TOL TOLL BROTHERS INC27.6K sharesnew addition2025-09-302025-11-14 NTRA NATERA INC23.4K shares2.01%2025-09-302025-11-14 CCOI COGENT COMMUNICATIONS HLDGS92.9K shares-26.69%2025-09-302025-11-14 ADPT ADAPTIVE BIOTECHNOLOGIES COR171.6K sharesnew addition2025-09-302025-11-14 TWLO TWILIO INC23.4K shares-65.94%2025-09-302025-11-14 DV DOUBLEVERIFY HLDGS INC93.2K shares-75.94%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available