BRIGHTLIGHT CAPITAL MANAGEMENT LP 13F Holdings
CIK 0001802838 · WESTPORT, CT
As of Sep 30, 2025, BRIGHTLIGHT CAPITAL MANAGEMENT LP reported 10 positions worth
CIK 0001802838 · WESTPORT, CT
As of Sep 30, 2025, BRIGHTLIGHT CAPITAL MANAGEMENT LP reported 10 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CARVANA CO | CVNA | Consumer Cyclical | 113,200 | $42.7M | 25.84% |
| JOINT STOCK CO KASPIKZ | KSPI | Technology | 432,000 | $35.3M | 21.35% |
| D MARKET ELECTR SVCS & TRADI | HEPS | Consumer Cyclical | 6,305,000 | 7.0M | 10.26% |
| HILTON GRAND VACATIONS INC | HGV | Consumer Cyclical | 382,700 | 6.0M | 9.68% |
| ARCOS DORADOS HOLDINGS INC | ARCO | Consumer Cyclical | 2,234,000 | 5.1M | 9.13% |
| MELCO RESORTS & ENTERTAINMENT LTD | MLCO | Consumer Cyclical | 1,235,300 | 1.3M | 6.86% |
| SMITHFIELD FOODS INC | SFD | Consumer Defensive | 462,200 | 0.9M | 6.57% |
| SLEEP NUMBER CORP | SNBR | Consumer Cyclical | 1,111,700 | $7.8M | 4.72% |
| ACADIAN ASSET MANAGEMENT INC | AAMI | Financial Services | 150,100 | $7.2M | 4.37% |
| PROFICIENT AUTO LOGISTICS IN | PAL | Industrials | 290,077 | $2.0M | 1.21% |