BRIGHTLIGHT CAPITAL MANAGEMENT LP
CIK 1802838 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- CVNA25.84%
- KSPI21.35%
- HEPS10.26%
- HGV9.68%
- ARCO9.13%
- MLCO6.86%
- SFD6.57%
- SNBRQ4.72%
- AAMI4.37%
- PAL1.21%
Share classes counted separately99.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CVNAWeight decreased · -3.55 pp29.39% → 25.84%Shares -44.80K (-28.35%)
- KSPIWeight increased · +1.11 pp20.24% → 21.35%Shares 0 (0.00%)
- HGVWeight increased · +0.91 pp8.77% → 9.68%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CVNACARVANA COCL A View history and evidence | $42.70M | 25.84% | 113.20K shares | 29.39% → 25.84%-3.55 pp -44.80K (-28.35%) | Reduced | ↗▾ |
| 02 | KSPIJSC KASPI.KZ ADRSPONSORED ADS View history and evidence | $35.29M | 21.35% | 432.00K shares | 20.24% → 21.35%+1.11 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | HEPSD-MARKET ELECTRONIC SERV-ADRSPONSORED ADS View history and evidence | $16.96M | 10.26% | 6.30M shares | 9.39% → 10.26%+0.87 pp +930 (+0.01%) | Added | ↗▾ |
| 04 | HGVHILTON GRAND VACATIONS INC View history and evidence | $16.00M | 9.68% | 382.70K shares | 8.77% → 9.68%+0.91 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | ARCOARCOS DORADOS HOLDINGS INC-ASHS CLASS -A - View history and evidence | $15.08M | 9.13% | 2.23M shares | 8.26% → 9.13%+0.87 pp +336.40K (+17.73%) | Added | ↗▾ |
| 06 | MLCOMELCO RESORTS & ENTERT-ADRADR View history and evidence | $11.33M | 6.86% | 1.24M shares | 6.38% → 6.86%+0.48 pp -363.60K (-22.74%) | Reduced | ↗▾ |
| 07 | SFDSMITHFIELD FOODS INC View history and evidence | $10.85M | 6.57% | 462.20K shares | 6.00% → 6.57%+0.57 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | SNBRQSLEEP NUMBER CORP View history and evidence | $7.80M | 4.72% | 1.11M shares | 4.14% → 4.72%+0.58 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | AAMIACADIAN ASSET MANAGEMENT INC View history and evidence | $7.23M | 4.37% | 150.10K shares | 3.89% → 4.37%+0.48 pp -49.90K (-24.95%) | Reduced | ↗▾ |
| 10 | PALPROFICIENT AUTO LOGISTICS IN View history and evidence | $2.00M | 1.21% | 290.08K shares | Prior unavailable +290.08K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VAL VALARIS LTD | Non-derivative | -151,500 | -$6.38M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1802838 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 165241703
}Take these holdings further.
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