Brightlight Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$101.4M
Q ending 2026-03-31
Prior quarter
$140.7M
Q ending 2025-12-31
Change
-27.9% QoQ · -31.5% YoY
Positions
8
reported holdings
Largest positions
All 8 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Carvana Co | CVNA | Shares | $28.1M | 89K |
| Arcos Dorados Hldgs Inc | Shares | $27.5M | 3.3M | |
| Kaspi Kz Jsc | KSPI | Shares | $27.5M | 371K |
| Hni Corp | HNI | Shares | $8.8M | 263K |
| Acadian Asset Management Inc | AAMI | Shares | $5.5M | 100K |
| Proficient Auto Logistics In | PAL | Shares | $2.0M | 289K |
| Hilton Grand Vacations Inc | HGV | Shares | $1.8M | 46K |
| Sleep Number Corp | SNBRQ | Shares | $322K | 179K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.