Brightlight Capital Management LP
- SEC CIK
- 0001802838
- Latest filing
- May 15, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 9
- −1 vs. Q3 2025
- Portfolio value
- $140.7M
- −$24.6M (−14.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 92,800 | $39.2M | 27.8% | −20,400−18.0% | Reduced | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 432,000 | $33.8M | 24.0% | 00.0% | Unchanged | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 3,466,800 | $25.4M | 18.1% | +1,232,800+55.2% | Added | History |
| HGVHilton Grand Vacations Inc. | COM | 303,200 | $13.6M | 9.6% | −79,500−20.8% | Reduced | History |
| SFDSmithfield Foods Inc | COM | 450,800 | $10.1M | 7.2% | −11,400−2.5% | Reduced | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 1,070,400 | $8.10M | 5.8% | −164,900−13.3% | Reduced | History |
| AAMIAcadian Asset Management Inc. | COM | 107,900 | $5.07M | 3.6% | −42,200−28.1% | Reduced | History |
| PALProficient Auto Logistics, Inc | COM | 358,700 | $3.46M | 2.5% | +68,623+23.7% | Added | History |
| SNBRQSleep Number Corp | COM | 239,500 | $2.03M | 1.4% | −872,200−78.5% | Reduced | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.