Brightlight Capital Management LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Brightlight Capital Management LP

CIK Number: 0001802838

181.17M
Market Value
8
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 CVNA Carvana Co.
375.89
-4.77% 158K -30.49% 53.24M 60.53 29.39% Share
2 HEPS D-Market Elektr...
2.74
+0.37% 6.3M +4.67% 17.02M 2.98 9.39% Share
3 HGV Hilton Grand Va...
43.72
+0.58% 382.7K 0.00% 15.89M 46.75 8.77% Share
4 ARCO Arcos Dorados H...
6.64
-0.23% 1.9M +100.00% 14.97M 7.89 8.26% Share
5 MLCO Melco Resorts &...
8.43
-5.6% 1.6M -44.35% 11.56M 5.27 6.38% Share
6 SFD Smithfield Food...
23.38
+0.95% 462.2K 0.00% 10.88M 20.39 6.00% Share
7 SNBR Sleep Number Co...
7.12
+0.28% 1.11M 0.00% 7.51M 9.48 4.14% Share
8 VAL Valaris Limited
52.06
+3.72% 151.5K 0.00% 6.38M 71.15 3.52% Share