BRIGHTLIGHT CAPITAL MANAGEMENT LP
Top Portfolio Positions
8 positions ·
$101,373,981 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVNA |
Carvana Co.
Consumer Cyclical
|
89,263 | $28,062,501 | 27.68% | |
| ARCO |
Arcos Dorados Holdings Inc.
Consumer Cyclical
|
3,334,760 | $27,511,770 | 27.14% | |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
371,235 | $27,497,376 | 27.12% | |
| HNI |
Hni Corp
Consumer Cyclical
|
262,900 | $8,778,231 | 8.66% | |
| AAMI |
Acadian Asset Management Inc.
Financial Services
|
100,200 | $5,452,884 | 5.38% | |
| PAL |
Proficient Auto Logistics, Inc
Industrials
|
288,700 | $1,957,386 | 1.93% | |
| HGV |
Hilton Grand Vacations Inc.
Consumer Cyclical
|
45,780 | $1,790,913 | 1.77% | |
| SNBRQ |
Sleep Number Corp
Consumer Cyclical
|
179,400 | $322,920 | 0.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HGV
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,790,913 | 45,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,568,200 | 303,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,000,687 | 382,700 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,893,531 | 382,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,316,807 | 382,700 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,906,165 | 382,700 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,899,664 | 382,700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,472,561 | 382,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,067,267 | 382,700 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||