Q3 2025 · 13F-HR
BRIGHTLIGHT CAPITAL MANAGEMENT LPholdings as filed
Filed 2025-11-14 · accession 0001802838-25-000007
$165.2M
Reported value
10
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $42.7M | 25.8% | 113,200 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $35.3M | 21.4% | 432,000 | Common | SOLE |
| 23292B104 | HEPS | D MARKET ELECTR SVCS & TRADI | $17.0M | 10.3% | 6,305,000 | Common | SOLE |
| 43283X105 | HGV | HILTON GRAND VACATIONS INC | $16.0M | 9.68% | 382,700 | Common | SOLE |
| G0457F107 | ARCO | ARCOS DORADOS HOLDINGS INC | $15.1M | 9.13% | 2,234,000 | Common | SOLE |
| 585464100 | MLCO | MELCO RESORTS AND ENTMNT LTD | $11.3M | 6.86% | 1,235,300 | Common | SOLE |
| 832248207 | SFD | SMITHFIELD FOODS INC | $10.9M | 6.57% | 462,200 | Common | SOLE |
| 83125X103 | SNBR | SLEEP NUMBER CORP | $7.8M | 4.72% | 1,111,700 | Common | SOLE |
| 10948W103 | AAMI | ACADIAN ASSET MANAGEMENT INC | $7.2M | 4.37% | 150,100 | Common | SOLE |
| 74317M104 | PAL | PROFICIENT AUTO LOGISTICS IN | $2.0M | 1.21% | 290,077 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.