Brightlight Capital Management Lp Portfolio Stock Holdings
Brightlight Capital Management Lp disclosed 8 stock positions valued at approximately $101.4 million in its latest SEC 13F filing. The largest holdings include CARVANA CO, ARCOS DORADOS HLDGS INC, and KASPI KZ JSC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 8
- Portfolio Value
- $101.4M
Holdings by Sector
Brightlight Capital Management Lp Portfolio Holdings in Q1 2026
8 holdings in the latest reporting period.
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| 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 | G0457F107 | Other | 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 |