BRIGHTLIGHT CAPITAL MANAGEMENT LP — 13F Holdings & Portfolio
CIK 1802838 · latest 13F-HR filed 2026-05-15
BRIGHTLIGHT CAPITAL MANAGEMENT LP manages $101.4M in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CVNA (27.68%), ARCO (27.14%), KSPI (27.12%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 2, added to 2, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$101.4M
Long-equity book
8
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −2 / ↑2 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ARCOS DORADOS HLDGS INC$2.1M +8.1%
- ACADIAN ASSET MANAGEMENT INC$381.6K +7.5%
Top Trims
- HILTON GRAND VACATIONS INC-$11.8M -86.8%
- CARVANA CO-$11.1M -28.3%
- KASPI KZ JSC-$6.3M -18.5%
- SLEEP NUMBER CORP-$1.7M -84.1%
- PROFICIENT AUTO LOGISTICS IN-$1.5M -43.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 146869102 | $28.1M | 27.68% | 89,263 | SH |
| 2 | ARCOS DORADOS HLDGS INC | ARCO | G0457F107 | $27.5M | 27.14% | 3,334,760 | SH |
| 3 | KASPI KZ JSC | KSPI | 48581R205 | $27.5M | 27.12% | 371,235 | SH |
| 4 | HNI CORP | HNI | 404251100 | $8.8M | 8.66% | 262,900 | SH |
| 5 | ACADIAN ASSET MANAGEMENT INC | AAMI | 10948W103 | $5.5M | 5.38% | 100,200 | SH |
| 6 | PROFICIENT AUTO LOGISTICS IN | PAL | 74317M104 | $2.0M | 1.93% | 288,700 | SH |
| 7 | HILTON GRAND VACATIONS INC | HGV | 43283X105 | $1.8M | 1.77% | 45,780 | SH |
| 8 | SLEEP NUMBER CORP | SNBR | 83125X103 | $322.0K | 0.32% | 179,400 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $101.4M | 8 | 0001802838-26-000004 |
| 2025-12-31 | 2026-02-17 | $140.7M | 9 | 0001802838-26-000002 |
| 2025-09-30 | 2025-11-14 | $165.2M | 10 | 0001802838-25-000007 |