13F HOLDINGS REPORT
BRIGHTLIGHT CAPITAL MANAGEMENT LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001802838-25-000007
Total Value
$165.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 113,200 | $42.7M | 25.84% |
| 2 | KASPI KZ JSC | 48581R205 | 432,000 | $35.3M | 21.35% |
| 3 | D MARKET ELECTR SVCS & TRADI | 23292B104 | 6,305,000 | $17.0M | 10.26% |
| 4 | HILTON GRAND VACATIONS INC | HGV | 382,700 | $16.0M | 9.68% |
| 5 | ARCOS DORADOS HOLDINGS INC | ARCO | 2,234,000 | $15.1M | 9.13% |
| 6 | MELCO RESORTS AND ENTMNT LTD | 585464100 | 1,235,300 | $11.3M | 6.86% |
| 7 | SMITHFIELD FOODS INC | SFD | 462,200 | $10.9M | 6.57% |
| 8 | SLEEP NUMBER CORP | SNBR | 1,111,700 | $7.8M | 4.72% |
| 9 | ACADIAN ASSET MANAGEMENT INC | AAMI | 150,100 | $7.2M | 4.37% |
| 10 | PROFICIENT AUTO LOGISTICS IN | PAL | 290,077 | $2.0M | 1.21% |