BRIGHTLIGHT CAPITAL MANAGEMENT LP

CIK 0001802838 · WESTPORT, CT · Quarter end: 2026-03-31 · Filed on: 2026-05-15 · Open the SEC source ↗

BRIGHTLIGHT CAPITAL MANAGEMENT LP reported 8 positions worth $101.4M as of March 31, 2026 (13F filed May 15, 2026). Largest holding: CVNA (27.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$101.4M

2026 Q1

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q1

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	CVNA	CARVANA CO	SH	$28.1M	27.68%	89,263	—	—
▸ 2	ARCO	ARCOS DORADOS HLDGS INC	SH	$27.5M	27.14%	3,334,760	—	—
▸ 3	KSPI	KASPI KZ JSC	SH	$27.5M	27.12%	371,235	—	—
▸ 4	HNI	HNI CORP	SH	$8.8M	8.66%	262,900	—	—
▸ 5	AAMI	ACADIAN ASSET MANAGEMENT INC	SH	$5.5M	5.38%	100,200	—	—
▸ 6	PAL	PROFICIENT AUTO LOGISTICS IN	SH	$2.0M	1.93%	288,700	—	—
▸ 7	HGV	HILTON GRAND VACATIONS INC	SH	$1.8M	1.77%	45,780	—	—
▸ 8	SNBRQ	SLEEP NUMBER CORP	SH	$322.0K	0.32%	179,400	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BRIGHTLIGHT CAPITAL MANAGEMENT LP hold as of Q1 2026?

BRIGHTLIGHT CAPITAL MANAGEMENT LP reported 8 positions worth $101.4M in its Q1 2026 13F filing. Largest positions: CVNA (27.7%), ARCO (27.1%), KSPI (27.1%), HNI (8.7%) and AAMI (5.4%).

What did BRIGHTLIGHT CAPITAL MANAGEMENT LP buy in Q1 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BRIGHTLIGHT CAPITAL MANAGEMENT LP sell in Q1 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.