§ 13F · FUND PROFILE
BRIGHTLIGHT CAPITAL MANAGEMENT LP.
AUM · $165M (13F)Positions · 10Turnover · n/a · Q1Filed · May 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 89K | $28M | 27.7% | −4% |
| 2 | ARCO | ARCOS DORADOS HLDGS INC | 3.33M | $28M | 27.1% | −4% |
| 3 | KSPI | KASPI KZ JSC | 371K | $27M | 27.1% | −14% |
| 4 | HNI | HNI CORP | 263K | $9M | 8.7% | NEW |
| 5 | AAMI | ACADIAN ASSET MANAGEMENT INC | 100K | $5M | 5.4% | −7% |
| 6 | PAL | PROFICIENT AUTO LOGISTICS IN | 289K | $2M | 1.9% | −20% |
| 7 | HGV | HILTON GRAND VACATIONS INC | 46K | $2M | 1.8% | −85% |
| 8 | SNBR | SLEEP NUMBER CORP | 179K | $322K | 0.3% | −25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRIGHTLIGHT SIGNAL
AC read
BRIGHTLIGHT CAPITAL MANAGEMENT LP is a Other fund managing $165 million in assets. The fund runs a focused portfolio of just 10 positions.
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