Brightlight Capital Management LP
- SEC CIK
- 0001802838
- Latest filing
- May 15, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 9, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 10
- −2 vs. Q2 2022
- Portfolio value
- $139.0M
- −$20.6M (−12.9%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INSWInternational Seaways, Inc. | COM | 814,800 | $28.6M | 20.6% | −322,200−28.3% | Reduced | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 3,156,500 | $20.9M | 15.1% | +810,979+34.6% | Added | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 2,806,000 | $19.6M | 14.1% | +311,900+12.5% | Added | History |
| CVNACarvana Co. | CL A | 728,300 | $14.8M | 10.6% | 00.0% | Unchanged | History |
| PAASPan American Silver Corp | Stock | 732,000 | $11.6M | 8.4% | 00.0% | Unchanged | History |
| DCBODocebo Inc. | COM | 415,800 | $11.2M | 8.1% | 00.0% | Unchanged | History |
| OPENOpendoor Technologies Inc. | COM | 3,349,800 | $10.4M | 7.5% | 00.0% | Unchanged | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,323,600 | $9.86M | 7.1% | −290,200−18.0% | Reduced | – |
| NMMNavios Maritime Partners L.P. | COM UNIT LPI | 315,520 | $7.74M | 5.6% | +315,520 | New | History |
| CDLXCardlytics, Inc. | COM | 454,769 | $4.28M | 3.1% | −91,362−16.7% | Reduced | History |
Sold out since Q2 2022 (3)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| POLPolished.com Inc. | COM | 9,390,000 | $11.5M | 7.2% | History |
| OMFOneMain Holdings, Inc. | COM | 257,654 | $9.63M | 6.0% | History |
| JXNJackson Financial Inc. | COM CL A | 59,360 | $1.59M | 1.0% | History |