Brightline Capital Management, LLC Purchases in Q2 2024

Brightline Capital Management, LLC

Stock	Shares change	Price Range	Shares Held
Cadeler A S	650K New	N/A	650K $16.3B
FLR Fluor Corp Industrials	365K New	$38.26 - $45.35 $14M - $16.6M	365K $15.9B
VTOL Bristow Group Inc. Energy	410K New	$24.78 - $37.91 $10.2M - $15.5M	410K $13.7B
TPC Tutor Perini Corp Industrials	531K New	$13.28 - $22.59 $7.05M - $12M	531K $11.6B
KALU Kaiser Aluminum Corp Basic Materials	99K New	$85.94 - $101.2 $8.51M - $10M	99K $8.7B
BECN Beacon Roofing Supply Inc Industrials	76K New	$89.18 - $102.24 $6.78M - $7.77M	76K $6.88B
TPIC Tpi Composites, Inc Industrials	1.45M New	$2.39 - $5.71 $3.47M - $8.28M	1.45M $5.79B
OSG Overseas Shipholding Group Inc Energy	130K + 6.44%	$5.93 - $8.48 $771K - $1.1M	2.15M $18.2B
LXU Lsb Industries, Inc. Basic Materials	300K New	$7.95 - $9.96 $2.39M - $2.99M	300K $2.45B
REVG Rev Group, Inc. Industrials	2K + 0.31%	$21.15 - $27.79 $42.3K - $55.6K	647K $16.1B
MATV Schweitzer Mauduit International Inc Basic Materials	85K + 11.33%	$16.46 - $19.05 $1.4M - $1.62M	835K $14.2B
HOV Hovnanian Enterprises Inc Consumer Cyclical	3K + 6.67%	$128.5 - $183.17 $386K - $550K	48K $6.81B
CSTM Constellium Se Basic Materials	71K + 11.09%	$18.85 - $22.88 $1.34M - $1.62M	711K $13.4B
BZH Beazer Homes Usa Inc Consumer Cyclical	2K + 0.41%	$25.79 - $32.44 $51.6K - $64.9K	488K $13.4B
Masterbrand Inc	3K + 0.31%	N/A	985K $14.5B

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