Institutional Fund
Brightlight Capital Management LP
Westport, CTCIK 18028385 filings on record
Portfolio Value
$101.37M
Q1 2026
Holdings
8
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-27.9%
from $140.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Carvana Co27.7%
- Arcos Dorados Holdings Inc27.1%
- Kaspi Kz Jsc27.1%
- Hni Corp8.7%
- Acadian Asset Management Inc5.4%
- Proficient Auto Logistics In1.9%
- Other2.1%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carvana Co | 89.3K | $28.06M | 27.7% | −3.5K | Reduced |
| 2 | Arcos Dorados Holdings Inc | 3.33M | $27.51M | 27.1% | −132.0K | Reduced |
| 3 | Kaspi Kz Jsc | 371.2K | $27.50M | 27.1% | −60.8K | Reduced |
| 4 | Hni Corp | 262.9K | $8.78M | 8.7% | +262.9K | New |
| 5 | Acadian Asset Management Inc | 100.2K | $5.45M | 5.4% | −7.7K | Reduced |
| 6 | Proficient Auto Logistics In | 288.7K | $1.96M | 1.9% | −70.0K | Reduced |
| 7 | Hilton Grand Vacations Inc | 45.8K | $1.79M | 1.8% | −257.4K | Reduced |
| 8 | Sleep Number Corp | 179.4K | $322.0K | 0.3% | −60.1K | Reduced |