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Brightlight Capital Management LP

SEC CIK
0001802838
Latest filing
May 15, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 10, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
12
+1 vs. Q1 2022
Portfolio value
$159.6M
−$78.4M (−33.0%) vs. Q1 2022
Filed
Aug 10, 2022
SEC
Holdings of Brightlight Capital Management LP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
INSWInternational Seaways, Inc.COM1,137,000$24.1M15.1%00.0%UnchangedHistory
WTTRSelect Water Solutions, Inc.CL A COM2,494,100$17.0M10.7%+195,106+8.5%AddedHistory
CVNACarvana Co.CL A728,300$16.4M10.3%+608,400+507.4%AddedHistory
OPENOpendoor Technologies Inc.COM3,349,800$15.8M9.9%00.0%UnchangedHistory
PAASPan American Silver CorpStock732,000$14.4M9.0%00.0%UnchangedHistory
MLCOMelco Resorts & Entertainment LTDADR2,345,521$13.5M8.5%00.0%UnchangedHistory
CDLXCardlytics, Inc.COM546,131$12.2M7.6%00.0%UnchangedHistory
DCBODocebo Inc.COM415,800$11.9M7.5%00.0%UnchangedHistory
Farfetch Ltd30744W107ORD SH CL A1,613,800$11.6M7.2%+1,613,800New–
POLPolished.com Inc.COM9,390,000$11.5M7.2%+6060.0%AddedHistory
OMFOneMain Holdings, Inc.COM257,654$9.63M6.0%−294,446−53.3%ReducedHistory
JXNJackson Financial Inc.COM CL A59,360$1.59M1.0%−413,040−87.4%ReducedHistory