Holders — by stockHoldings — by fund
BRIGHTLIGHT CAPITAL MANAGEMENT LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-03-31 · filed with the SEC up to 45 days after quarter end · CIK 0001802838
$101.4M
disclosed book value
8
positions
27.7%
largest position share
Positions, as of 2026-03-31
top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CVNACARVANA CO | 89,263 | $28.1M | 27.7% |
| 2 | ARCOS DORADOS HLDGS INC | 3.3M | $27.5M | 27.1% |
| 3 | KSPIKASPI KZ JSC | 371,235 | $27.5M | 27.1% |
| 4 | HNIHNI CORP | 262,900 | $8.8M | 8.7% |
| 5 | AAMIACADIAN ASSET MANAGEMENT INC | 100,200 | $5.5M | 5.4% |
| 6 | PALPROFICIENT AUTO LOGISTICS IN | 288,700 | $2.0M | 1.9% |
| 7 | HGVHILTON GRAND VACATIONS INC | 45,780 | $1.8M | 1.8% |
| 8 | SNBRQSLEEP NUMBER CORP | 179,400 | $322,023 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-03-31. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.