Investor
BRIGHTLIGHT CAPITAL MANAGEMENT LP
CIK 0001802838 · filed 2026-05-15 · SEC filing
13F book
$101.4M
Positions
8
1 new · 2 sold
Largest name
27.7%
Carvana Co. · CVNA
Est. mark
−$9.62M
Price effect on 7 names still held. Flow −$29.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Carvana Co. | CVNA | 89.3K | $28.1M | 27.7% | −$9.61M | Cut−$11.1M |
| Arcos Dorados Holdings Inc. | ARCO | 3.33M | $27.5M | 27.1% | $3.03M | Cut$2.07M |
| Kaspi Kz Jsc | — | 371.2K | $27.5M | 27.1% | −$1.51M | Cut−$6.25M |
| Hni Corp | HNI | 262.9K | $8.78M | 8.7% | — | New |
| Acadian Asset Management Inc. | AAMI | 100.2K | $5.45M | 5.4% | $743.5K | Cut$381.6K |
| Proficient Auto Logistics In | — | 288.7K | $1.96M | 1.9% | −$825.7K | Cut−$1.5M |
| Hilton Grand Vacations Inc. | HGV | 45.8K | $1.79M | 1.8% | −$257.7K | Cut−$11.8M |
| Sleep Number Corp | SNBRQ | 179.4K | $322K | 0.3% | −$1.2M | Cut−$1.7M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.