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Brightlight Capital Management LP

SEC CIK
0001802838
Latest filing
May 15, 2026

CVNA holding history

Carvana Co. in every 13F filed by Brightlight Capital Management LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVNA overviewAll 13F holders of CVNAFull Q1 2026 holdings

Shares (Q1 2026)
89,263
Value
$28.1M
% of portfolio
27.7%
Quarters held
21
Since Q1 2021
Holdings of CVNA by Brightlight Capital Management LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202689,263$28.1M27.7%−3,537−3.8%ReducedHolders
Q4 202592,800$39.2M27.8%−20,400−18.0%ReducedHolders
Q3 2025113,200$42.7M25.8%−44,800−28.4%ReducedHolders
Q2 2025158,000$53.2M29.4%−69,300−30.5%ReducedHolders
Q1 2025227,300$47.5M32.1%+40,900+21.9%AddedHolders
Q4 2024186,400$37.9M27.7%−87,000−31.8%ReducedHolders
Q3 2024273,400$47.6M22.9%00.0%UnchangedHolders
Q2 2024273,400$35.2M18.8%−141,100−34.0%ReducedHolders
Q1 2024414,500$36.4M20.6%−20,000−4.6%ReducedHolders
Q4 2023434,500$23.0M16.6%−277,175−38.9%ReducedHolders
Q3 2023711,675$29.9M21.0%−16,625−2.3%ReducedHolders
Q2 2023728,300$18.9M15.4%00.0%UnchangedHolders
Q1 2023728,300$7.13M6.0%00.0%UnchangedHolders
Q4 2022728,300$3.45M2.5%00.0%UnchangedHolders
Q3 2022728,300$14.8M10.6%00.0%UnchangedHolders
Q2 2022728,300$16.4M10.3%+608,400+507.4%AddedHolders
Q1 2022119,900$14.3M6.0%00.0%UnchangedHolders
Q4 2021119,900$27.8M11.1%00.0%UnchangedHolders
Q3 2021119,900$36.2M15.5%−6,600−5.2%ReducedHolders
Q2 2021126,500$38.2M13.7%00.0%UnchangedHolders
Q1 2021126,500$33.2M13.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.