Brightlight Capital Management LP 13F Holdings · Q1 2026
Brightlight Capital Management LP reported 8 securities worth $101.37M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: CVNA (27.68%), ARCO (27.14%), KSPI (27.12%). Among its top 25 positions this quarter: 1 new, 7 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $28.1M | 27.68% | 89,263 | Trimmed |
| 2 | ARCO | ARCOS DORADOS HLDGS INC | $27.5M | 27.14% | 3.3M | Trimmed |
| 3 | KSPI | KASPI KZ JSC | $27.5M | 27.12% | 371,235 | Trimmed |
| 4 | HNI | HNI CORP | $8.8M | 8.66% | 262,900 | New |
| 5 | AAMI | ACADIAN ASSET MANAGEMENT INC | $5.5M | 5.38% | 100,200 | Trimmed |
| 6 | PAL | PROFICIENT AUTO LOGISTICS IN | $2.0M | 1.93% | 288,700 | Trimmed |
| 7 | HGV | HILTON GRAND VACATIONS INC | $1.8M | 1.77% | 45,780 | Trimmed |
| 8 | SNBRQ | SLEEP NUMBER CORP | $322,023 | 0.32% | 179,400 | Trimmed |
| 9 | MLCO | MELCO RESORTS AND ENTMNT LTD | $0 | 0.00% | 0 | Exited |
| 10 | SFD | SMITHFIELD FOODS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR