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: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 CVNA Carvana Co.
354.24
-2.98% 227.3K +21.94% 47.52M 60.53 32.12% Share
2 HEPS D-Market Elektr...
2.85
+1.42% 6.02M +25.57% 17.17M 2.99 11.60% Share
3 MLCO Melco Resorts &...
9.96
+2.36% 2.87M +100.00% 15.14M 5.27 10.23% Share
4 HGV Hilton Grand Va...
46.23
+2.15% 382.7K 0.00% 14.32M 46.75 9.67% Share
5 SFD Smithfield Food...
24.52
+1.49% 462.2K +100.00% 9.42M 20.39 6.37% Share
6 SNBR Sleep Number Co...
10.27
+10.67% 1.11M +13.15% 7.05M 9.48 4.76% Share
7 VAL Valaris Limited
52.82
+0.27% 151.5K +12.01% 5.95M 71.15 4.02% Share
8 ASLE AerSale Corpora...
8.79
+4.77% 215.78K -67.16% 1.62M 13.88 1.09% Share