StockDriftsStockDriftsTop 33 Beaconlight Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CSTM | CONSTELLIUM SE | 16.24% | 1.17M | $28.8M | -12.55%(-168.12K) | $14.12(+137.32%) | 2026-03-31 | |
| REZI | RESIDEO TECHNOLOGIES INC | 11.3% | 594.2K | $20.0M | -14.29%(-99.08K) | $18.91(+59.05%) | 2026-03-31 | |
| STM | STMICROELECTRONICS N V | 7.49% | 384.5K | $13.3M | new | $29.63(+117.30%) | 2026-03-31 | |
| SXT | SENSIENT TECHNOLOGIES CORP | 6.05% | 124.2K | $10.7M | -10.03%(-13.85K) | $87.41(+34.12%) | 2026-03-31 | |
| TECK | TECK RESOURCES LTD | 5.35% | 183.3K | $9.5M | -4.15%(-7.94K) | $44.51(+46.94%) | 2026-03-31 | |
| LNG | CHENIERE ENERGY INC | 4.77% | 29.8K | $8.5M | -16.84%(-6.04K) | $138.84(+73.64%) | 2026-03-31 | |
| U | UNITY SOFTWARE INC | 4.27% | 345.3K | $7.6M | +102.50%(+174.79K) | $30.82(-11.49%) | 2026-03-31 | |
| GPOR | GULFPORT ENERGY CORP | 4.05% | 34.0K | $7.2M | -27.04%(-12.59K) | $171.81(+5.82%) | 2026-03-31 | |
| NTRA | NATERA INC | 3.79% | 33.6K | $6.7M | +44.25%(+10.30K) | $105.22(+87.15%) | 2026-03-31 | |
| CELH | CELSIUS HLDGS INC | 3.13% | 156.4K | $5.5M | new | $40.61(-28.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.87% | +36.28% |
| Top 20 Holdings Unweighted | +11.92% | +40.17% |
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