13F HOLDINGS REPORT
BRIGHTLIGHT CAPITAL MANAGEMENT LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001802838-25-000004
Total Value
$181.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 158,000 | $53.2M | 29.39% |
| 2 | KASPI KZ JSC | 48581R205 | 432,000 | $36.7M | 20.24% |
| 3 | D MARKET ELECTR SVCS & TRADI | 23292B104 | 6,304,070 | $17.0M | 9.39% |
| 4 | HILTON GRAND VACATIONS INC | HGV | 382,700 | $15.9M | 8.77% |
| 5 | ARCOS DORADOS HOLDINGS INC | ARCO | 1,897,600 | $15.0M | 8.26% |
| 6 | MELCO RESORTS AND ENTMNT LTD | 585464100 | 1,598,900 | $11.6M | 6.38% |
| 7 | SMITHFIELD FOODS INC | SFD | 462,200 | $10.9M | 6.00% |
| 8 | SLEEP NUMBER CORP | SNBR | 1,111,700 | $7.5M | 4.14% |
| 9 | ACADIAN ASSET MANAGEMENT INC | AAMI | 200,000 | $7.0M | 3.89% |
| 10 | VALARIS LTD | VAL-WT | 151,500 | $6.4M | 3.52% |