13F-HR filed by BEACONLIGHT CAPITAL, LLC
BEACONLIGHT CAPITAL, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-14, with 34 holding rows worth $189,796,421.
- Accession
- 0000919574-26-003095
- Filer
- CIK 1569537
- Filed
- 2026-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 34 entries on the cover page, a total value of $189,796,421 stated on the cover page (in dollars after the unit check, H1), rows summing to $189,796,421 with VALUE read as dollars as filed, 13F file number 028-15209. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CONSTELLIUM SE | F21107101 | CL A SHS | 1,171,812 | $28,803,139 | dollars as filed | |
| RESIDEO TECHNOLOGIES INC COM | 76118Y104 | Stock | 594,234 | $20,031,628 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 384,477 | $13,283,680 | dollars as filed | |
| SPY | 78462F103 | SHS | 19,200 | $12,486,528 | dollars as filed | put |
| SENSIENT TECHNOLOGIES CORP | 81725T100 | COM | 124,182 | $10,734,292 | dollars as filed | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 183,299 | $9,485,723 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 29,799 | $8,455,764 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 345,309 | $7,576,079 | dollars as filed | |
| GULFPORT ENERGY CORP COMMON SHARES | 402635502 | Stock | 33,981 | $7,189,360 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 33,589 | $6,717,464 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 156,391 | $5,548,753 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 15,201 | $5,414,292 | dollars as filed | |
| TANDEM DIABETES CARE INC | 875372203 | COM NEW | 253,877 | $4,866,822 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 59,199 | $4,375,990 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 42,478 | $4,222,738 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 62,760 | $3,994,046 | dollars as filed | |
| SOLS | 83443Q103 | COM | 46,433 | $3,536,337 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 28,682 | $2,998,703 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 153,863 | $2,914,165 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 18,317 | $2,762,570 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 41,055 | $2,700,187 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 8,516 | $2,635,787 | dollars as filed | |
| QUIDELORTHO CORP COM | 219798105 | Stock | 152,057 | $2,498,297 | dollars as filed | |
| VICOR CORP | 925815102 | COM | 13,477 | $2,169,797 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 326,947 | $2,167,659 | dollars as filed | |
| DIGIMARC CORP NEW COM | 25381B101 | COM | 431,772 | $2,120,001 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 2,942 | $1,869,170 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 20,314 | $1,597,899 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 17,202 | $1,385,793 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 31,989 | $1,288,837 | dollars as filed | |
| VENTURE GLOBAL INC | 92333F101 | COM CL A | 75,636 | $1,192,023 | dollars as filed | |
| METHANEX CORP COM | 59151K108 | Stock | 17,308 | $1,030,518 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 7,195 | $934,199 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 3,941 | $808,181 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-26-003095 | this filing | 2026-05-14 | acceptance time not in the bulk data set |