Institutional
BRIGHTLIGHT CAPITAL MANAGEMENT LP
CIK 0001802838
$101.4M
Reported AUM
8
Positions
Q1 2026
Period
2026-05-15
Filed
Editorial summary
Summary for BRIGHTLIGHT CAPITAL MANAGEMENT LP · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $61.44 | -7.36% | -19.00% | -9.19% | $28.1M | 27.68% | — | HELD |
| 2 | ARCO | ARCOS DORADOS HLDGS INC | $8.19 | -1.09% | 31.77% | 71.52% | $27.5M | 27.14% | — | HELD |
| 3 | KSPI | KASPI KZ JSC | $89.04 | 2.18% | 22.14% | -4.76% | $27.5M | 27.12% | — | HELD |
| 4 | HNI | HNI CORP | $43.58 | 1.87% | -10.82% | 35.10% | $8.8M | 8.66% | — | HELD |
| 5 | AAMI | ACADIAN ASSET MANAGEMENT INC | $83.95 | 3.86% | 112.89% | 212.08% | $5.5M | 5.38% | — | HELD |
| 6 | PAL | PROFICIENT AUTO LOGISTICS IN | $6.73 | -0.59% | 2.89% | -57.85% | $2.0M | 1.93% | — | HELD |
| 7 | HGV | HILTON GRAND VACATIONS INC | $46.32 | -9.92% | 4.11% | 6.02% | $1.8M | 1.77% | — | HELD |
| 8 | SNBR | SLEEP NUMBER CORP | — | — | — | — | $322K | 0.32% | — | HELD |
Source: SEC EDGAR · accession 0001802838-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.