Brightlight Capital Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on May 15, 2026, Brightlight Capital Management Lp disclosed 8 stock positions valued at approximately $101.37M as of quarter-end March 31, 2026. The largest holdings include CARVANA CO, ARCOS DORADOS HLDGS INC, and KASPI KZ JSC.
- Report Period
- March 31, 2026
- No. of Stocks
- 8
- Portfolio Value
- $101.37M
Holdings by Sector
Brightlight Capital Management Lp Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CARVANA CO | CVNA | Consumer Cyclical | 27.68% | 89,263 | -3,537 | -3.81% | $28,062,502 |
| ARCOS DORADOS HLDGS INC | ARCO | Consumer Cyclical | 27.14% | 3,334,760 | -132,040 | -3.81% | $27,511,770 |
| KASPI KZ JSC | KSPI | Technology | 27.12% | 371,235 | -60,765 | -14.07% | $27,497,376 |
| HNI CORP | HNI | Industrials | 8.66% | 262,900 | +262,900 | +100.00% | $8,778,231 |
| ACADIAN ASSET MANAGEMENT INC | BSIG | Financial Services | 5.38% | 100,200 | -7,700 | -7.14% | $5,452,884 |
| PROFICIENT AUTO LOGISTICS IN | PAL | Industrials | 1.93% | 288,700 | -70,000 | -19.51% | $1,957,386 |
| HILTON GRAND VACATIONS INC | HGV | Consumer Cyclical | 1.77% | 45,780 | -257,420 | -84.90% | $1,790,914 |
| SLEEP NUMBER CORP | SNBR | Consumer Cyclical | 0.32% | 179,400 | -60,100 | -25.09% | $322,023 |
Showing 8 of 8 holdings in the latest reporting period.