The Analysis of BRIGHTLIGHT CAPITAL MANAGEMENT LP's Holdings


Currently, BRIGHTLIGHT CAPITAL MANAGEMENT LP holds 10 types of securities in its portfolio with a total value $165.2M. In the most recent quarter, they have increased their positions in ARCO (+336.4K shares, valued at $2.3M), PAL (+290.1K shares, valued at $2.0M), HEPS (+930 shares, valued at $2.5K); decreased their positions in CVNA (-44.8K shares, valued at $16.9M), MLCO (-363.6K shares, valued at $3.3M), AAMI (-49.9K shares, valued at $2.4M); initiated new positions in PAL (+290.1K shares, valued at $2.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CVNA CARVANA CO113.2K shares-28.35%2025-09-302025-11-14history
KSPI KASPI KZ JSC432.0K shares0.00%2025-09-302025-11-14history
HEPS D MARKET ELECTR SVCS & TRADI6.3M shares0.01%2025-09-302025-11-14history
HGV HILTON GRAND VACATIONS INC382.7K shares0.00%2025-09-302025-11-14history
ARCO ARCOS DORADOS HOLDINGS INC2.2M shares17.73%2025-09-302025-11-14history
MLCO MELCO RESORTS AND ENTMNT LTD1.2M shares-22.74%2025-09-302025-11-14history
SFD SMITHFIELD FOODS INC462.2K shares0.00%2025-09-302025-11-14history
SNBR SLEEP NUMBER CORP1.1M shares0.00%2025-09-302025-11-14history
Sponsored
AAMI ACADIAN ASSET MANAGEMENT INC150.1K shares-24.95%2025-09-302025-11-14history
PAL PROFICIENT AUTO LOGISTICS IN290.1K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available