Beaconlight Capital, LLC Portfolio Holdings

Beaconlight Capital, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $262 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Digimarc Corp with a value of $29.1M, Cogent Communications Holdings, Inc. with a value of $26M, Quidel Ortho Corp with a value of $24.9M, Resideo Technologies, Inc. with a value of $24.8M, and Cheniere Energy, Inc. with a value of $22.6M.

Examining the 13F form we can see an increase of $37.1M in the current position value, from $225M to 262M.

Beaconlight Capital, LLC is based out at New York, NY

Below you can find more details about Beaconlight Capital, LLC portfolio as well as his latest detailed transactions.