Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRIGHTLIGHT CAPITAL MANAGEMENT LP (CIK 1802838) reported $101.4M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVNA ($28.1M, 27.68%), ARCO ($27.5M, 27.14%), KSPI ($27.5M, 27.12%), HNI ($8.8M, 8.66%), BSIG ($5.5M, 5.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $28.1M | 27.68% | 89,263 | Trimmed |
| 2 | ARCO | ARCOS DORADOS HLDGS INC | $27.5M | 27.14% | 3.3M | Trimmed |
| 3 | KSPI | KASPI KZ JSC | $27.5M | 27.12% | 371,235 | Trimmed |
| 4 | HNI | HNI CORP | $8.8M | 8.66% | 262,900 | New |
| 5 | BSIG | ACADIAN ASSET MANAGEMENT INC | $5.5M | 5.38% | 100,200 | Trimmed |
| 6 | PAL | PROFICIENT AUTO LOGISTICS IN | $2.0M | 1.93% | 288,700 | Trimmed |
| 7 | HGV | HILTON GRAND VACATIONS INC | $1.8M | 1.77% | 45,780 | Trimmed |
| 8 | SNBR | SLEEP NUMBER CORP | $322,023 | 0.32% | 179,400 | Trimmed |
| 9 | MLCO | MELCO RESORTS AND ENTMNT LTD | $0 | 0.00% | 0 | Exited |
| 10 | SFD | SMITHFIELD FOODS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31