13F Filings History of BEACONLIGHT CAPITAL, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$202,731,308
Signature - Title
Ed Bosek - Managing Member
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by BEACONLIGHT CAPITAL, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BEACONLIGHT CAPITAL, LLC reported 28 stock holdings with total value $202,731,308 as of Q3 2025. Top holdings included REZI, CSTM, LNG, SXT, and TECK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 28 $202,731,308 +$77,742,933 -$71,282,531 +$6,460,402 REZI, CSTM, LNG, SXT, TECK 13F-HR 14 Nov 2025, 12:22
Q2 2025 29 $170,892,094 +$66,440,689 -$50,378,854 +$16,061,835 REZI, LNG, SXT, STX, SABR 13F-HR 13 Aug 2025, 18:05
Q1 2025 21 $146,306,739 +$11,281,516 -$71,437,030 -$60,155,514 REZI, CCOI, LNG, SABR, QDEL 13F-HR 14 May 2025, 18:13
Q4 2024 28 $250,134,857 +$51,463,516 -$58,095,159 -$6,631,643 DMRC, CCOI, QDEL, REZI, LNG 13F-HR 13 Feb 2025, 17:53
Q3 2024 27 $242,962,683 +$75,558,022 -$37,734,073 +$37,823,949 REZI, CCOI, DMRC, QDEL, SABR 13F-HR 13 Nov 2024, 16:44
Q2 2024 29 $197,268,967 +$34,433,610 -$56,187,687 -$21,754,077 DMRC, CSTM, LNG, CCOI, REZI 13F-HR 14 Aug 2024, 16:58
Q1 2024 26 $222,880,266 +$44,687,830 -$49,296,866 -$4,609,036 CSTM, CCOI, DMRC, GM, REZI 13F-HR 14 May 2024, 10:29
Q4 2023 25 $211,962,714 +$40,707,624 -$42,707,301 -$1,999,677 CCOI, CSTM, DMRC, REZI, LNG 13F-HR 13 Feb 2024, 14:58
Q3 2023 27 $196,620,142 +$27,741,232 -$42,037,967 -$14,296,735 CCOI, LNG, DMRC, CVE, CSTM 13F-HR 14 Nov 2023, 15:36
Q2 2023 27 $206,516,587 +$63,509,701 -$62,928,368 +$581,333 CCOI, LNG, CSTM, DMRC, REZI 13F-HR 11 Aug 2023, 12:43
Q1 2023 24 $186,744,735 +$60,789,245 -$47,602,814 +$13,186,431 LNG, CSTM, GM, VRT, CVE 13F-HR 12 May 2023, 11:57
Q4 2022 31 $170,924,752 +$57,616,141 -$56,467,902 +$1,148,239 LNG, CVE, VICR, SABR, VRT 13F-HR 14 Feb 2023, 14:09
Q3 2022 28 $162,141,000 +$24,415,284 -$54,807,883 -$30,392,599 LNG, CCK, SABR, GM, VICR 13F-HR 14 Nov 2022, 14:19
Q2 2022 29 $187,014,000 +$54,391,519 -$34,305,720 +$20,085,799 LNG, CCK, GM, SABR, CSTM 13F-HR 12 Aug 2022, 18:45
Q1 2022 29 $202,963,000 +$61,289,543 -$60,175,680 +$1,113,863 LNG, CSTM, CCK, SABR, ALB 13F-HR 13 May 2022, 17:13
Q4 2021 26 $199,335,000 +$66,824,733 -$74,519,430 -$7,694,697 CCK, GM, CSTM, BLDR, LNG 13F-HR 14 Feb 2022, 14:04
Q3 2021 32 $197,382,000 +$32,608,739 -$76,838,249 -$44,229,510 LNG, CSTM, CCK, SABR, BLDR 13F-HR 15 Nov 2021, 11:28
Q2 2021 33 $240,094,000 +$55,938,471 -$70,345,945 -$14,407,474 LNG, CSTM, CCK, REZI, BLDR 13F-HR 13 Aug 2021, 19:40
Q1 2021 30 $251,241,000 +$62,293,929 -$158,011,835 -$95,717,906 CSTM, CCK, LNG, HAE, REZI 13F-HR 17 May 2021, 16:42
Q4 2020 38 $305,104,000 +$108,643,645 -$149,747,161 -$41,103,516 REZI, JELD, LNG, CSTM, CCK 13F-HR 16 Feb 2021, 12:19
Q3 2020 30 $264,627,000 +$81,272,564 -$133,361,017 -$52,088,453 CCK, BLDR, DOOR, JELD, PINS 13F-HR 16 Nov 2020, 14:49
Q2 2020 25 $265,786,000 +$64,172,612 -$180,495,929 -$116,323,317 BLDR, DOOR, PINS, CCK, GNRC 13F-HR 14 Aug 2020, 14:54
Q1 2020 30 $307,115,000 +$139,487,818 -$141,675,465 -$2,187,647 TSG, CCK, DLB, COHR, HAE 13F-HR 15 May 2020, 13:50
Q4 2019 1 $15,078,000 $0 $0 $0 CSTM New Holdings 04 Mar 2020, 17:28
Q4 2019 31 $388,422,000 +$148,884,501 -$104,364,097 +$44,520,404 TSG, DLB, COHR, BLDR, WPX 13F-HR 14 Feb 2020, 12:14
Q3 2019 26 $285,241,000 +$61,824,535 -$70,921,673 -$9,097,138 TSG, BLDR, DLB, FBIN, COHR 13F-HR 14 Nov 2019, 16:24
Q2 2019 17 $297,227,000 +$77,637,720 -$78,680,685 -$1,042,965 TSG, BLDR, SE, FBIN, DLB 13F-HR 14 Aug 2019, 15:14
Q1 2019 18 $290,582,000 +$96,200,083 -$108,657,202 -$12,457,119 TSG, BLDR, WPX, DLB, OLN 13F-HR 15 May 2019, 16:02
Q4 2018 22 $271,700,000 +$144,506,802 -$76,718,852 +$67,787,950 TSG, WPX, BLDR, VRSN, A 13F-HR 14 Feb 2019, 11:18
Q3 2018 20 $257,525,000 +$78,645,751 -$52,982,441 +$25,663,310 TSG, WPX, BLDR, A, APY 13F-HR 14 Nov 2018, 10:58
Q2 2018 19 $247,094,000 +$84,199,275 -$100,874,534 -$16,675,259 TSG, BLDR, WPX, APY, A 13F-HR 14 Aug 2018, 13:05
Q1 2018 17 $235,837,000 +$46,724,762 -$51,049,547 -$4,324,785 TSG, WPX, BLDR, SSD, LPLA 13F-HR 14 May 2018, 18:21
Q4 2017 18 $231,886,000 +$72,309,602 -$56,411,714 +$15,897,888 TSG, BLDR, WPX, GDI, SSD 13F-HR 14 Feb 2018, 14:15
Q3 2017 18 $189,407,000 +$108,112,497 -$47,353,619 +$60,758,878 TSG, BLDR, WPX, BIO, INCR 13F-HR 14 Nov 2017, 15:25
Q2 2017 15 $124,425,000 +$25,982,390 -$56,251,724 -$30,269,334 AYA, BLDR, WPX, BIO, TWNK 13F-HR 14 Aug 2017, 12:34
Q1 2017 16 $154,472,000 +$39,681,948 -$79,882,427 -$40,200,479 AYA, BLDR, TWNK, WPX, HLT 13F-HR 12 May 2017, 17:05
Q4 2016 21 $169,180,000 +$61,773,775 -$104,149,076 -$42,375,301 BLDR, TWNK, AYA, A104PS, LLL 13F-HR 14 Feb 2017, 15:23
Q3 2016 23 $207,583,000 +$63,316,582 -$66,810,491 -$3,493,909 AYA, BLDR, GRSH, LLL, ELLI 13F-HR 14 Nov 2016, 09:01
Q2 2016 22 $198,779,000 +$73,680,699 -$47,364,885 +$26,315,814 BLDR, AYA, ELLI, HOUS, LLL 13F-HR 12 Aug 2016, 17:42
Q1 2016 18 $168,239,000 +$59,552,422 -$37,265,606 +$22,286,816 BLDR, AYA, HOUS, FICO, WMS 13F-HR 13 May 2016, 17:52
Q4 2015 17 $142,431,000 +$70,622,421 -$65,558,396 +$5,064,025 AYA, FICO, BLDR, WMS, HOUS 13F-HR 16 Feb 2016, 09:21
Q3 2015 16 $157,272,000 +$70,859,041 -$11,376,572 +$59,482,469 AYA, MW, FICO, EQC, HOUS 13F-HR 13 Nov 2015, 17:57
Q2 2015 13 $120,895,000 +$46,845,634 -$37,371,653 +$9,473,981 MW, FICO, AYA, HOUS, EQC 13F-HR 13 Aug 2015, 18:02
Q1 2015 13 $105,513,000 +$24,085,813 -$31,520,164 -$7,434,351 FICO, MW, SEMG, EQC, HOUS 13F-HR 14 May 2015, 19:55
Q4 2014 13 $103,677,000 +$40,917,926 -$23,987,664 +$16,930,262 MW, FICO, TW, EQC, HOUS 13F-HR 17 Feb 2015, 09:46
Q3 2014 16 $87,557,000 +$23,376,166 -$25,522,320 -$2,146,154 MW, UTEK, CSTM, QLTY, HOUS 13F-HR 14 Nov 2014, 09:46
Q2 2014 15 $98,121,000 +$18,889,871 -$19,000,904 -$111,033 MW, UTEK, CSTM, RHP, HOUS 13F-HR 14 Aug 2014, 09:57
Q1 2014 15 $96,818,000 +$47,498,164 -$29,756,434 +$17,741,730 UTEK, MW, CSTM, RHP, TW 13F-HR 15 May 2014, 10:01
Q4 2013 17 $75,503,000 $0 $0 $0 CSTM, RHP, JOSB, HOUS, UTEK 13F-HR 14 Feb 2014, 10:02