SEC 13F Intelligence

Brightline Capital Management, LLC / KALU

Brightline Capital Management, LLC’s Kaiser Aluminium Corporation Position

Does Brightline Capital Management, LLC own Kaiser Aluminium Corporation (KALU)? Yes — 175.0K shares worth $21M (+6.24% of its 13F portfolio) as of Q1 2026, up from 168.0K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
175.0K
% of Portfolio
+6.24%
Quarters Held
6
currently held

Position History KALU

Reported value by quarter
Q4 ’20: $11MQ4 ’20Q4 ’21: $8MQ4 ’21Q2 ’24: $9MQ2 ’24Q3 ’24: $7MQ3 ’24Q4 ’25: $19MQ4 ’25Q1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026175.0K$21M+6.24%
Q4 2025168.0K$19M+7.80%
Q3 2024100.0K$7M+3.06%
Q2 202499.0K$9M+4.32%
Q4 202181.0K$8M+4.67%
Q4 2020110.0K$11M+8.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brightline Capital Management, LLC’s full portfolio or all institutional holders of KALU.