Brightlight Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · this is the latest filing on record
Brightlight Capital Management LP disclosed 8 US equity positions worth $101.4m in its Q1 2026 13F filing. The largest position was CVNA at 27.7% of the reported book, followed by ARCO and KSPI.
What did Brightlight Capital Management LP own in Q1 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 27.7% | $28.1m | 89,263 | – | |
| 2 | ARCO ARCOS DORADOS HLDGS INC | Consumer Cyclical | 27.1% | $27.5m | 3,334,760 | – | |
| 3 | KSPI KASPI KZ JSC | Technology | 27.1% | $27.5m | 371,235 | – | |
| 4 | HNI HNI CORP | Consumer Cyclical | 8.7% | $8.8m | 262,900 | – | |
| 5 | AAMI ACADIAN ASSET MANAGEMENT INC | Financial Services | 5.4% | $5.5m | 100,200 | – | |
| 6 | PAL PROFICIENT AUTO LOGISTICS IN | 1.9% | $2.0m | 288,700 | – | ||
| 7 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 1.8% | $1.8m | 45,780 | – | |
| 8 | SNBRQ SLEEP NUMBER CORP | Consumer Cyclical | 0.3% | $322.0k | 179,400 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.