Skip to Main Content

BEACONLIGHT CAPITAL, LLC - Portfolio Stock Holdings

BEACONLIGHT CAPITAL, LLC disclosed 38 stock positions in a recent SEC 13F filing. $177,165,857 of stock holdings were filed, with the largest holdings including CSTM, REZI, and STM. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $445,291,563 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

38

Est. Stock Holding Value:

$177,165,857

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - BEACONLIGHT CAPITAL, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...

Portfolio Options Holdings - BEACONLIGHT CAPITAL, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

Loading Fund Options Data...


Note: Options holding values may be affected by fund filing errors.