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BRIGHTLINE CAPITAL MANAGEMENT, LLC
特别关注No.4481 数据截至 2026Q2环比变动 Q1 2026
+$1.23亿+36.5%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
| VVIASATVSAT |
| 41.1% | 28.44% | $1.90亿 | 211.2万股 | $9,618.0万 | 210.0万股 | +1.2万股+0.57% | 加仓 |
| CCONSTELLIUMCSTM |
| 13.28% | 13.43% | $6,128.6万 | 192.3万股 | $4,539.9万 | 184.7万股 | +7.6万股+4.11% | 加仓 |
| RREGAL REXNORD COMRRX |
| 8.41% | 6.92% | $3,882.5万 | 16.3万股 | $2,340.8万 | 12.5万股 | +3.8万股+30.40% | 加仓 |
 FLUORFLR |
| 8.21% | 8.29% | $3,787.8万 | 72.3万股 | $2,803.7万 | 60.1万股 | +12.2万股+20.30% | 加仓 |
| EECOVYSTECVT |
| 8.13% | 10.65% | $3,749.9万 | 301.2万股 | $3,600.8万 | 280.0万股 | +21.2万股+7.57% | 加仓 |
| DDANADAN |
| 6.84% | 11.44% | $3,156.4万 | 116.0万股 | $3,869.8万 | 115.0万股 | +1.0万股+0.87% | 加仓 |
| HHERCHRI |
| 4.41% | — | $2,035.4万 | 14.2万股 | $0 | 0股 | +14.2万股 | 新买入 |
| TTREKOR METALS LTDTGB |
| 3.28% | — | $1,513.6万 | 220.0万股 | $0 | 0股 | +220.0万股 | 新买入 |
 OWENS CORNING NEW COMOC |
| 2.76% | — | $1,271.7万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| WWILLSCOTWSC |
| 2.14% | — | $987.0万 | 34.2万股 | $0 | 0股 | +34.2万股 | 新买入 |
 ALGOMA STLASTL |
| 1.46% | — | $672.3万 | 166.0万股 | $0 | 0股 | +166.0万股 | 新买入 |
