SEC Form 13F

BEACONLIGHT CAPITAL, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$283,252,067
Positions33

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$44,358,13859,400
SENSIENT TECHNOLOGIES CORPSXTCOM$27,347,078221,811
CONSTELLIUM SECSTMCL A SHS$24,855,381779,899
NATERA INCNTRACOM$14,471,54253,312
SNOWFLAKE INCSNOWCOM SHS$13,534,31053,180
CHENIERE ENERGY INCLNGCOM NEW$13,293,97555,621
WERNER ENTERPRISES INCWERNCOM$12,037,494276,026
INVESCO QQQ TRQQQUNIT SER 1$11,708,76015,900
SOMNIGROUP INTERNATIONAL INCSGICOM$10,059,504128,310
RESIDEO TECHNOLOGIES INCREZICOM$10,044,056322,960

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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