13F HOLDINGS REPORT
BRIGHTLIGHT CAPITAL MANAGEMENT LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001802838-25-000002
Total Value
$136.8M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 186,400 | $37.9M | 27.70% |
| 2 | KASPI KZ JSC | 48581R205 | 320,900 | $30.4M | 22.21% |
| 3 | SLEEP NUMBER CORP | SNBR | 982,488 | $15.0M | 10.94% |
| 4 | HILTON GRAND VACATIONS INC | HGV | 382,700 | $14.9M | 10.89% |
| 5 | D MARKET ELECTR SVCS & TRADI | 23292B104 | 4,796,396 | $14.5M | 10.62% |
| 6 | PAN AMERN SILVER CORP | 697900108 | 693,100 | $14.0M | 10.24% |
| 7 | VALARIS LTD | VAL-WT | 135,256 | $6.0M | 4.37% |
| 8 | AERSALE CORPORATION | ASLE | 657,116 | $4.1M | 3.03% |