Loading…
CIK 0001569537 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("beaconlight-capital-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCE AUTO PARTS INC | COM | $429K | 0.3%Prev: 4.1% | 10,920 SH | Decreased-124,431 SH |
| CARPENTER TECHNOLOGY CORP | COM | $8.0M | 4.7% | 25,445 SH | New |
| CHENIERE ENERGY INC | COM NEW | $7.0M | 4.1%Prev: 7.0% | 35,835 SH | Decreased-24,304 SH |
| CONSTELLIUM SE | CL A SHS | $25.3M | 14.8%Prev: 9.3% | 1,339,934 SH | Increased+66,429 SH |
| DIGIMARC CORP NEW | COM | $2.8M | 1.7%Prev: 2.1% | 431,772 SH | Decreased-1,296 SH |
| EQT CORP | COM | $5.0M | 2.9%Prev: 3.4% | 92,889 SH | Decreased-33,731 SH |
| FAIR ISAAC CORP | COM | $849K | 0.5% | 502 SH | New |
| GDS HLDGS LTD | SPONSORED ADS | $4.7M | 2.8%Prev: 3.1% | 136,043 SH | Decreased-25,772 SH |
| GULFPORT ENERGY CORP | COMMON SHARES | $9.7M | 5.7%Prev: 4.4% | 46,572 SH | Increased-3,078 SH |
| JAMES HARDIE INDS PLC | ORD SHS | $2.4M | 1.4% | 116,640 SH | New |
| NATERA INC | COM | $5.3M | 3.1%Prev: 1.9% | 23,286 SH | Increased-147 SH |
| QUIDELORTHO CORP | COM | $6.8M | 4.0%Prev: 2.9% | 239,049 SH | Increased+39,928 SH |
| RESIDEO TECHNOLOGIES INC | COM | $24.3M | 14.2%Prev: 13.7% | 693,311 SH | Decreased+48,283 SH |
| SANDISK CORP | COM | $7.6M | 4.4%Prev: 4.1% | 31,864 SH | Decreased-42,936 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $3.5M | 2.0%Prev: 3.1% | 12,651 SH | Decreased-13,595 SH |
| SENSIENT TECHNOLOGIES CORP | COM | $13.0M | 7.6%Prev: 5.3% | 138,033 SH | Increased+23,802 SH |
| SNOWFLAKE INC | COM SHS | $6.1M | 3.5%Prev: 2.6% | 27,675 SH | Increased+4,109 SH |
| SOMNIGROUP INTERNATIONAL INC | COM | $8.4M | 4.9%Prev: 4.1% | 94,357 SH | Increased-4,063 SH |
| TECK RESOURCES LTD | CL B | $9.2M | 5.3%Prev: 5.1% | 191,235 SH | Decreased-42,444 SH |
| TRANSMEDICS GROUP INC | COM | $3.6M | 2.1%Prev: 2.4% | 29,344 SH | Decreased-14,874 SH |
| TWILIO INC | CL A | $6.6M | 3.8%Prev: 1.2% | 46,060 SH | Increased+22,644 SH |
| UNITY SOFTWARE INC | COM | $7.5M | 4.4%Prev: 2.3% | 170,521 SH | Increased+53,240 SH |
| VICOR CORP | COM | $3.2M | 1.9% | 29,257 SH | New |
| 13F-HR |
| 0000919574-26-005460 |
| $283.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000919574-25-004668 | $175.2M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003095 | $189.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000919574-25-003074 | $149.3M | View |