13F HOLDINGS REPORT
BRIGHTLIGHT CAPITAL MANAGEMENT LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001802838-26-000002
Total Value
$140.7M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 92,800 | $39.2M | 27.84% |
| 2 | KASPI KZ JSC | 48581R205 | 432,000 | $33.8M | 24.00% |
| 3 | ARCOS DORADOS HOLDINGS INC | ARCO | 3,466,800 | $25.4M | 18.09% |
| 4 | HILTON GRAND VACATIONS INC | HGV | 303,200 | $13.6M | 9.65% |
| 5 | SMITHFIELD FOODS INC | SFD | 450,800 | $10.1M | 7.16% |
| 6 | MELCO RESORTS AND ENTMNT LTD | 585464100 | 1,070,400 | $8.1M | 5.76% |
| 7 | ACADIAN ASSET MANAGEMENT INC | AAMI | 107,900 | $5.1M | 3.61% |
| 8 | PROFICIENT AUTO LOGISTICS IN | PAL | 358,700 | $3.5M | 2.46% |
| 9 | SLEEP NUMBER CORP | SNBR | 239,500 | $2.0M | 1.44% |