Beaconlight Capital, LLC
Net buyer this quarter
$283M
31
+$12.6M
50.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SXT | $27.3M | 9.65% | 0.52% | +78.6% | Q2 2025 |
 CSTM | $24.9M | 8.78% | 0.58% | -33.5% | Q3 2013 |
 NTRA | $14.5M | 5.11% | 0.04% | +58.7% | Q3 2022 |
 SNOW | $13.5M | 4.78% | 0.02% | +190.3% | Q3 2025 |
 LNG | $13.3M | 4.69% | 0.03% | +86.7% | Q1 2016 |
 WERN | $12M | 4.25% | 0.46% | New | Q2 2026 |
 SGI | $10.1M | 3.55% | 0.06% | +116.7% | Q1 2020 |
 REZI | $10M | 3.55% | 0.21% | -45.7% | Q1 2020 |
 JHX | $8.54M | 3.01% | 0.06% | +112.0% | Q4 2025 |
 COMP | $8.01M | 2.83% | 0.09% | New | Q2 2026 |
 TECK | $7.96M | 2.81% | Not reported | -27.0% | Q1 2024 |
 DAL | $7.66M | 2.71% | 0.01% | New | Q2 2026 |
 KNX | $6.86M | 2.42% | 0.05% | New | Q2 2026 |
 U | $6.07M | 2.14% | 0.05% | -38.5% | Q3 2022 |
 TWLO | $6.06M | 2.14% | 0.02% | Not reported | Q1 2025 |
 BKD | $5.87M | 2.07% | 0.15% | Not reported | Q1 2022 |
 SRRK | $4.83M | 1.71% | 0.07% | New | Q2 2026 |
 UAL | $4.78M | 1.69% | 0.01% | New | Q2 2026 |
 RIG | $4.78M | 1.69% | 0.09% | +199.1% | Q1 2026 |
 TNDM | $4.01M | 1.42% | 0.38% | +4.8% | Q4 2023 |
 HUM | $3.27M | 1.15% | 0.01% | New | Q2 2026 |
 VICR | $3.12M | 1.10% | 0.07% | -39.0% | Q1 2022 |
 STM | $3.1M | 1.09% | 0.00% | -89.3% | Q3 2025 |
| SKY | $3M | 1.06% | 0.06% | New | Q2 2026 |
 DMRC | $2.79M | 0.98% | 1.51% | -21.5% | Q1 2021 |
 GPOR | $2.6M | 0.92% | 0.09% | -54.9% | Q3 2022 |
 ELV | $2.3M | 0.81% | 0.00% | Not reported | Q1 2017 |
 QDEL | $1.8M | 0.64% | 0.15% | -32.4% | Q3 2024 |
 CELH | $1.74M | 0.62% | 0.02% | -61.9% | Q1 2026 |
 VG | $1.36M | 0.48% | Not reported | +61.3% | Q1 2026 |
 TMDX | $1.02M | 0.36% | 0.04% | -63.7% | Q2 2025 |
| Q1 2026 | |||||
| CSTM | $28.8M | 15.18% | 0.86% | -12.6% | Q3 2013 |
| REZI | $20M | 10.55% | 0.39% | -14.3% | Q1 2020 |
| STM | $13.3M | 7.00% | 0.04% | Not reported | Q3 2025 |
| SXT | $10.7M | 5.66% | 0.29% | -10.0% | Q2 2025 |
| TECK | $9.49M | 5.00% | Not reported | -4.2% | Q1 2024 |
| LNG | $8.46M | 4.46% | 0.01% | -16.8% | Q1 2016 |
| U | $7.58M | 3.99% | 0.08% | +102.5% | Q3 2022 |
| GPOR | $7.19M | 3.79% | 0.19% | -27.0% | Q3 2022 |
| NTRA | $6.72M | 3.54% | 0.02% | +44.3% | Q3 2022 |
| CELH | $5.55M | 2.92% | 0.06% | New | Q1 2026 |
 FDX | $5.41M | 2.85% | 0.01% | Not reported | Q3 2020 |
| TNDM | $4.87M | 2.56% | 0.37% | Not reported | Q4 2023 |
| SGI | $4.38M | 2.31% | 0.03% | -37.3% | Q1 2020 |
| TMDX | $4.22M | 2.22% | 0.12% | +44.8% | Q2 2025 |
 EQT | $3.99M | 2.10% | 0.01% | -32.4% | Q1 2022 |
 SOLS | $3.54M | 1.86% | 0.03% | New | Q1 2026 |
 NOW | $3M | 1.58% | 0.00% | New | Q1 2026 |
| JHX | $2.91M | 1.54% | 0.03% | +31.9% | Q4 2025 |
| SNOW | $2.76M | 1.46% | 0.01% | -33.8% | Q3 2025 |
 CE | $2.7M | 1.42% | 0.04% | New | Q1 2026 |
 AVGO | $2.64M | 1.39% | 0.00% | New | Q1 2026 |
| QDEL | $2.5M | 1.32% | 0.22% | -36.4% | Q3 2024 |
| VICR | $2.17M | 1.14% | 0.11% | -53.9% | Q1 2022 |
| RIG | $2.17M | 1.14% | 0.03% | New | Q1 2026 |
| DMRC | $2.12M | 1.12% | 1.97% | Not reported | Q1 2021 |
 SNDK | $1.87M | 0.98% | 0.00% | -90.8% | Q2 2013 |
 CP | $1.6M | 0.84% | 0.00% | Not reported | Q2 2025 |
 LYB | $1.39M | 0.73% | 0.01% | New | Q1 2026 |
 GDS | $1.29M | 0.68% | 0.00% | -76.5% | Q3 2025 |
| VG | $1.19M | 0.63% | Not reported | New | Q1 2026 |
 MEOH | $1.03M | 0.54% | 0.02% | New | Q1 2026 |
 CF | $934K | 0.49% | 0.00% | Not reported | Q4 2021 |
 ONTO | $808K | 0.43% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| CSTM | $25.3M | 14.75% | 0.99% | +5.2% | Q3 2013 |
| REZI | $24.3M | 14.22% | 0.46% | +7.5% | Q1 2020 |
| SXT | $13M | 7.57% | 0.32% | +20.8% | Q2 2025 |
| GPOR | $9.69M | 5.66% | 0.25% | -6.2% | Q3 2022 |
| TECK | $9.16M | 5.35% | Not reported | -18.2% | Q1 2024 |
| SGI | $8.42M | 4.92% | 0.05% | -4.1% | Q1 2020 |
 CRS | $8.01M | 4.68% | 0.05% | New | Q4 2025 |
| SNDK | $7.56M | 4.42% | 0.02% | -57.4% | Q2 2013 |
| U | $7.53M | 4.40% | 0.04% | +45.4% | Q3 2022 |
| LNG | $6.97M | 4.07% | 0.02% | -40.4% | Q1 2016 |
| QDEL | $6.83M | 3.99% | 0.35% | +20.1% | Q3 2024 |
| TWLO | $6.55M | 3.83% | 0.03% | +96.7% | Q1 2025 |
| SNOW | $6.07M | 3.55% | 0.01% | +17.4% | Q3 2025 |
| NTRA | $5.33M | 3.12% | 0.02% | -0.6% | Q3 2022 |
| EQT | $4.98M | 2.91% | 0.01% | -26.6% | Q1 2022 |
| GDS | $4.75M | 2.77% | 0.01% | -15.9% | Q3 2025 |
| TMDX | $3.57M | 2.08% | 0.09% | -33.6% | Q2 2025 |
 STX | $3.48M | 2.03% | 0.01% | -51.8% | Q2 2025 |
| VICR | $3.21M | 1.87% | 0.25% | Not reported | Q1 2022 |
| DMRC | $2.83M | 1.65% | 1.97% | -0.3% | Q1 2021 |
| JHX | $2.42M | 1.41% | 0.03% | New | Q4 2025 |
 FICO | $849K | 0.50% | 0.00% | Not reported | Q1 2014 |
 AAP | $429K | 0.25% | 0.02% | -91.9% | Q3 2017 |
| Q3 2025 | |||||
| REZI | $27.9M | 13.74% | 0.43% | -21.4% | Q1 2020 |
| CSTM | $18.9M | 9.35% | 0.92% | +37.2% | Q3 2013 |
| LNG | $14.1M | 6.97% | 0.03% | -1.1% | Q1 2016 |
| SXT | $10.7M | 5.29% | 0.27% | -19.6% | Q2 2025 |
| TECK | $10.3M | 5.06% | Not reported | +126.3% | Q1 2024 |
| GPOR | $8.99M | 4.43% | 0.25% | +156.8% | Q3 2022 |
| SNDK | $8.39M | 4.14% | 0.05% | Not reported | Q2 2013 |
| AAP | $8.31M | 4.10% | 0.23% | +64.8% | Q3 2017 |
| SGI | $8.3M | 4.09% | 0.05% | Not reported | Q1 2020 |
| STM | $7.38M | 3.64% | 0.03% | New | Q3 2025 |
| EQT | $6.89M | 3.40% | 0.02% | +43.4% | Q1 2022 |
| GDS | $6.26M | 3.09% | 0.02% | New | Q3 2025 |
| STX | $6.2M | 3.06% | 0.01% | -72.8% | Q2 2025 |
 YMM | $5.94M | 2.93% | Not reported | +13.2% | Q2 2025 |
| QDEL | $5.86M | 2.89% | 0.29% | +50.4% | Q3 2024 |
| SNOW | $5.32M | 2.62% | 0.01% | New | Q3 2025 |
| TMDX | $4.96M | 2.45% | 0.13% | +105.4% | Q2 2025 |
| U | $4.7M | 2.32% | 0.03% | -54.5% | Q3 2022 |
| DMRC | $4.23M | 2.09% | Not reported | -8.8% | Q1 2021 |
| CP | $4.22M | 2.08% | 0.01% | +32.7% | Q2 2025 |
 MBC | $3.86M | 1.90% | 0.23% | New | Q3 2025 |
 BABA | $3.84M | 1.89% | 0.00% | Not reported | Q2 2020 |
 TOL | $3.81M | 1.88% | 0.03% | New | Q3 2025 |
| NTRA | $3.77M | 1.86% | 0.02% | +2.0% | Q3 2022 |
 CCOI | $3.56M | 1.76% | 0.19% | -26.7% | Q2 2023 |
 ADPT | $2.57M | 1.27% | 0.11% | New | Q3 2025 |
| TWLO | $2.34M | 1.16% | 0.02% | -65.9% | Q1 2025 |
 DV | $1.12M | 0.55% | 0.06% | -75.9% | Q4 2024 |