What hedge funds are most similar to BEACONLIGHT CAPITAL, LLC?

The funds with the most similar 13F portfolios to BEACONLIGHT CAPITAL, LLC are Avala Global, Slate Path, Bayberry Partners, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BEACONLIGHT

13F Portfolio OverlapQ2 2026BEACONLIGHT portfolio →

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Most similar hedge funds by 13F overlap

BEACONLIGHT CAPITAL, LLC is an institutional investor managing $283M across 33 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BEACONLIGHT are Avala Global, Slate Path, Bayberry Partners, with shared positions in $SNOW, $NTRA, $SGI, $COMP, $U, $UAL. The full ranking of 25 similar funds is below.

#1Avala Global LPActive

Substantial overlap · 6 shared positions

$SNOW $NTRA $SGI $COMP $U $UAL

$2.7B

30 positions

#2Slate Path Capital LPActive

Notable overlap · 8 shared positions

$DAL $KNX $U $JHX $UAL $RIG

$7.2B

40 positions

#3Bayberry Capital Partners LPActive

Notable overlap · 3 shared positions

$CSTM $SXT $CELH

$290M

27 positions

#4Hidden Lake Asset Management LPActive

Notable overlap · 4 shared positions

$SNOW $U $UAL $STM

$332M

24 positions

#5Duquesne Family Office LLCActive

Notable overlap · 4 shared positions

$NTRA $UAL $STM $DAL

$5.2B

95 positions

#6Arvin Capital Management LPPassive

Notable overlap · 5 shared positions

$U $UAL $RIG $KNX $STM

$766M

51 positions

#7CYPRESS POINT INVESTMENT MANAGEMENT LPActive

Notable overlap · 3 shared positions

$SNOW $U $COMP

$552M

33 positions

#8STEADFAST CAPITAL MANAGEMENT LPActive

Notable overlap · 4 shared positions

$SGI $HUM $SNOW $STM

$3.3B

84 positions

#9Sunstone Asset Management, L.P.Passive

Notable overlap · 3 shared positions

$SNOW $TWLO $U

$92M

57 positions

#10Ionic Capital Management LLCSmart money

Notable overlap · 3 shared positions

$CSTM $JHX $REZI

$690M

120 positions

#11SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$SNOW $NTRA $COMP $TWLO

$5.7B

155 positions

#12Lagoda Investment Management, L.P.Active

Notable overlap · 3 shared positions

$NTRA $DMRC.R1438231 $TMDX

$182M

25 positions

#13Steamboat Capital Partners, LLCPassive

Some overlap · 4 shared positions

$COMP $DAL $REZI $GPOR

$468M

59 positions

#14MAPLELANE CAPITAL, LLCActive

Some overlap · 4 shared positions

$SNOW $NTRA $SGI $STM

$5.5B

86 positions

#15Kinetic Partners Management, LPSmart money

Some overlap · 3 shared positions

$SNOW $CSTM $JHX

$4.2B

47 positions

#16ELWOOD CAPITAL PARTNERS LPActive

Some overlap · 3 shared positions

$SGI $JHX $STM

$203M

32 positions

#17No Street GP LPActive

Some overlap · 3 shared positions

$TWLO $SGI $U

$1.7B

32 positions

#18Alta Park Capital, LPActive

Some overlap · 3 shared positions

$COMP $SNOW $STM

$1.1B

27 positions

#19PINNBROOK CAPITAL MANAGEMENT LPActive

Some overlap · 5 shared positions

$NTRA $SNOW $KNX $STM $SGI

$938M

103 positions

#20Maple Rock Capital Partners Inc.Active

Some overlap · 5 shared positions

$BKD $HUM $WERN $ELV $TECK

$5.1B

51 positions

#21Penn Capital Management Company, LLCPassive

Some overlap · 5 shared positions

$COMP $CSTM $WERN $GPOR $RIG

$1.6B

185 positions

#22Wolf Hill Capital Management, LPActive

Some overlap · 3 shared positions

$SGI $BKD $LNG

$1.2B

34 positions

#23Senator Investment Group LPActive

Some overlap · 4 shared positions

$UAL $BKD $TECK $CSTM

$2.7B

58 positions

#24LANSDOWNE PARTNERS (UK) LLPSmart money

Some overlap · 3 shared positions

$DAL $UAL $TECK

$2.4B

26 positions

#25MAVERICK CAPITAL LTDActive

Some overlap · 3 shared positions

$NTRA $SNOW $COMP

$11.3B

179 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.