Q1 2026 · 13F-HR
BRIGHTLIGHT CAPITAL MANAGEMENT LPholdings as filed
Filed 2026-05-15 · accession 0001802838-26-000004
$101.4M
Reported value
8
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $28.1M | 27.7% | 89,263 | Common | SOLE |
| G0457F107 | ARCO | ARCOS DORADOS HLDGS INC | $27.5M | 27.1% | 3,334,760 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $27.5M | 27.1% | 371,235 | Common | SOLE |
| 404251100 | HNI | HNI CORP | $8.8M | 8.66% | 262,900 | Common | SOLE |
| 10948W103 | AAMI | ACADIAN ASSET MANAGEMENT INC | $5.5M | 5.38% | 100,200 | Common | SOLE |
| 74317M104 | PAL | PROFICIENT AUTO LOGISTICS IN | $2.0M | 1.93% | 288,700 | Common | SOLE |
| 43283X105 | HGV | HILTON GRAND VACATIONS INC | $1.8M | 1.77% | 45,780 | Common | SOLE |
| 83125X103 | SNBR | SLEEP NUMBER CORP | $322,023 | 0.32% | 179,400 | 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.