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Hedge Funds Similar to BEACONLIGHT ,

13F Portfolio OverlapQ1 2026BEACONLIGHT , portfolio →
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Most similar hedge funds by 13F overlap

BEACONLIGHT CAPITAL, LLC is an institutional investor managing $190M across 34 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BEACONLIGHT , are Bayberry Partners, Slate Path, Hidden Lake Asset, with shared positions in $CSTM, $SXT, $CELH, $SOLS, $QDEL, $U. The full ranking of 25 similar funds is below.

#1Bayberry Capital Partners LPPassive
Notable overlap · 5 shared positions
$CSTM$SXT$CELH$SOLS$QDEL
$323M
30 positions
#2Slate Path Capital LPActive
Notable overlap · 5 shared positions
$U$STM$EQT$JHX$RIG
$6.7B
44 positions
#3Hidden Lake Asset Management LPActive
Notable overlap · 3 shared positions
$STM$U$GDS
$331M
28 positions
#4Gemsstock Ltd.Active
Notable overlap · 3 shared positions
$GPOR$TECK$EQT
$949M
28 positions
#5Ionic Capital Management LLCSmart money
Notable overlap · 4 shared positions
$CSTM$SOLS$JHX$REZI
$1.4B
165 positions
#6RR Advisors, LLCActive
Notable overlap · 4 shared positions
$LNG$EQT$GPOR$VG
$360M
27 positions
#7GOLDENTREE ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$REZI$GPOR$CE
$1.7B
29 positions
#8Lagoda Investment Management, L.P.Smart money
Some overlap · 3 shared positions
$NTRA$TMDX$DMRC
$162M
25 positions
#9Kinetic Partners Management, LPActive
Some overlap · 5 shared positions
$SOLS$CSTM$JHX$SNDK$NTRA
$1.8B
49 positions
#10ELWOOD CAPITAL PARTNERS LPActive
Some overlap · 3 shared positions
$STM$SGI$JHX
$197M
33 positions
#11Nishkama Capital, LLCActive
Some overlap · 3 shared positions
$STM$EQT$GDS
$1.6B
52 positions
#12Castle Hook Partners LPSmart money
Some overlap · 3 shared positions
$NTRA$SOLS$SNDK
$23.4B
50 positions
#13Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$LNG$NOW$SNOW
$107M
54 positions
#14Merewether Investment Management, LPActive
Some overlap · 5 shared positions
$LNG$EQT$SOLS$LYB$VG
$5.2B
79 positions
#15Forest Avenue Capital Management LPActive
Some overlap · 3 shared positions
$LNG$SGI$VG
$1.7B
26 positions
#16Heights Point Management, LPActive
Some overlap · 3 shared positions
$SGI$SOLS$JHX
$108M
21 positions
#17Penn Capital Management Company, LLCPassive
Some overlap · 4 shared positions
$GPOR$CSTM$CE$RIG
$1.3B
172 positions
#18Hartree Partners, LPPassive
Some overlap · 3 shared positions
$LNG$VG$MEOH
$467M
120 positions
#19No Street GP LPActive
Some overlap · 3 shared positions
$SGI$SOLS$CE
$1.5B
32 positions
#20Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$CSTM$NTRA$EQT
$218M
113 positions
#21Corigliano Investment Advisers, LLCActive
Some overlap · 3 shared positions
$GPOR$RIG$VG
$256M
37 positions
#22SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$NTRA$LNG$SNDK
$3.7B
148 positions
#23Sunstone Asset Management, L.P.Passive
Some overlap · 3 shared positions
$U$SNOW$SNDK
$85M
61 positions
#24LONESTAR CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$EQT$CE$RIG$LYB
$671M
32 positions
#25Recurrent Investment Advisors LLCActive
Some overlap · 3 shared positions
$LNG$LYB$TECK
$1.7B
67 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.