account_balance
Investment manager · 13F filer · SEC CIK 1569537
Beaconlight Capital, LLC
Reported value$227Mas of Jun 30, 2026
Positions31 12 new, 14 sold out
Top 10 weight62.6%SXT alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SXTSensient Technologies Corp
12.0%Added +79%
CSTMConstellium Se
10.9%Trimmed −33%
NTRANatera Inc
6.4%Added +59%
SNOWSnowflake Inc
6.0%Added +190%
LNGCheniere Energy Inc
5.9%Added +87%
WERNWerner Enterprises Inc
5.3%New
SGISomnigroup International Inc
4.4%Added +117%
REZIResideo Technologies Inc
4.4%Trimmed −46%
JHXJames Hardie Inds PLC
3.8%Added +112%
COMPCompass Inc
3.5%New
TECKTeck Resources Ltd
3.5%Trimmed −27%
DALDelta Air Lines Inc
3.4%New
SXTSensient Technologies Corp
12.0%Added +79%
CSTMConstellium Se
10.9%Trimmed −33%
NTRANatera Inc
6.4%Added +59%
SNOWSnowflake Inc
6.0%Added +190%
LNGCheniere Energy Inc
5.9%Added +87%
WERN5.3%SGI4.4%REZI4.4%JHX3.8%COMP3.5%TECK3.5%DAL3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SXT Sensient Technologies Corp 12.0% Added +79%CSTM Constellium Se 10.9% Trimmed −33%NTRA Natera Inc 6.4% Added +59%SNOW Snowflake Inc 6.0% Added +190%LNG Cheniere Energy Inc 5.9% Added +87%WERN Werner Enterprises Inc 5.3% NewSGI Somnigroup International Inc 4.4% Added +117%REZI Resideo Technologies Inc 4.4% Trimmed −46%JHX James Hardie Inds PLC 3.8% Added +112%COMP Compass Inc 3.5% NewTECK Teck Resources Ltd 3.5% Trimmed −27%DAL Delta Air Lines Inc 3.4% New
What changed