BRIGHTLIGHT CAPITAL MANAGEMENT LP
Top Portfolio Positions
9 positions ·
$140,654,758 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CVNA |
Carvana Co.
Consumer Cyclical
|
92,800 | $39,163,456 | 27.84% |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
432,000 | $33,752,160 | 24.00% |
| ARCO |
Arcos Dorados Holdings Inc.
Consumer Cyclical
|
3,466,800 | $25,446,312 | 18.09% |
| HGV |
Hilton Grand Vacations Inc.
Consumer Cyclical
|
303,200 | $13,568,200 | 9.65% |
| SFD |
Smithfield Foods Inc
Consumer Defensive
|
450,800 | $10,066,364 | 7.16% |
| MLCO |
Melco Resorts & Entertainment LTD
Consumer Cyclical
|
1,070,400 | $8,102,928 | 5.76% |
| AAMI |
Acadian Asset Management Inc.
Financial Services
|
107,900 | $5,071,300 | 3.61% |
| PAL |
Proficient Auto Logistics, Inc
Industrials
|
358,700 | $3,457,868 | 2.46% |
| SNBR |
Sleep Number Corp
Consumer Cyclical
|
239,500 | $2,026,170 | 1.44% |
Portfolio Trend
Holdings in ARCO
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $25,446,312 | 3,466,800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,079,500 | 2,234,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,972,064 | 1,897,600 | Shares | Sole | 2025-08-14 | |
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