Beaconlight Capital, LLC Purchases and Sells in Q3 2025

Beaconlight Capital, LLC

$184 Million
Q3 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSTM	345K + 37.15%	$13.08 - $16.36 $4.51M - $5.64M	1.27M $18.9M
TECK	130K + 126.33%	$31.27 - $44.1 $4.08M - $5.75M	234K $10.3M
GPOR	30.3K + 156.8%	$163.8 - $190.92 $4.97M - $5.79M	49.7K $8.99M
AAP	53.2K + 64.83%	$49.01 - $66.5 $2.61M - $3.54M	135K $8.31M
TMDX	22.7K + 105.44%	$103.61 - $132.04 $2.35M - $3M	44.2K $4.96M
QDEL	66.8K + 50.44%	$22.81 - $31.57 $1.52M - $2.11M	199K $5.86M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STM	261K New	$24.77 - $33.41 $6.47M - $8.73M	261K $7.38M
GDS	162K New	$29.47 - $42.07 $4.77M - $6.81M	162K $6.26M
TPX	98.4K New	N/A	98.4K $5.67M
SNOW	23.6K New	$191.73 - $241.0 $4.52M - $5.68M	23.6K $5.32M
BABA	21.5K New	$103.83 - $179.9 $2.23M - $3.87M	21.5K $3.84M
TOL	27.6K New	$113.78 - $148.0 $3.14M - $4.08M	27.6K $3.81M

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STX	-70.2K - 72.77%	$142.01 - $236.06 $9.96M - $16.6M	26.2K $6.2M
TWLO	-45.3K - 65.94%	$92.44 - $132.7 $4.19M - $6.02M	23.4K $2.34M
DV	-294K - 75.94%	$11.86 - $16.27 $3.49M - $4.78M	93.2K $1.12M
SXT	-27.9K - 19.62%	$93.0 - $120.77 $2.59M - $3.37M	114K $10.7M
CCOI	-33.8K - 26.69%	$30.62 - $52.91 $1.04M - $1.79M	92.9K $3.56M
DMRC	-41.7K - 8.78%	$7.94 - $13.7 $331K - $571K	433K $4.3M

Activity Summary All Purchases 19 New Holdings 9 Increased Positions 10 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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