Filed: 2/17/2026ACC: 0001802838-26-000002
📋 What this filing means
BRIGHTLIGHT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $140.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$140.65M
Total AUM (reported)
6.52M
Total Shares
Allocation by class
CL A$39.16M27.8%
COM$34.19M24.3%
SPONSORED ADS$33.75M24.0%
SHS CLASS -A -$25.45M18.1%
ADR$8.10M5.8%
Portfolio Concentration
Top 3$98.36M69.9%
4–10$42.29M30.1%
Top 3 weight
69.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 6.52M
Sole
Full voting authority
6.52M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
CARVANA CO
SOLEShares92.80K
TypeSH
Market value$39.16M
27.84%
Sole
92.80K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares432K
TypeSH
Market value$33.75M
24.00%
Sole
432K
Shared
0.00
None
0.00
ARCOS DORADOS HOLDINGS INC
SOLEShares3.47M
TypeSH
Market value$25.45M
18.09%
Sole
3.47M
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
SOLEShares303.20K
TypeSH
Market value$13.57M
9.65%
Sole
303.20K
Shared
0.00
None
0.00
SMITHFIELD FOODS INC
SOLEShares450.80K
TypeSH
Market value$10.07M
7.16%
Sole
450.80K
Shared
0.00
None
0.00
MELCO RESORTS AND ENTMNT LTD
SOLEShares1.07M
TypeSH
Market value$8.10M
5.76%
Sole
1.07M
Shared
0.00
None
0.00
ACADIAN ASSET MANAGEMENT INC
SOLEShares107.90K
TypeSH
Market value$5.07M
3.61%
Sole
107.90K
Shared
0.00
None
0.00
PROFICIENT AUTO LOGISTICS IN
SOLEShares358.70K
TypeSH
Market value$3.46M
2.46%
Sole
358.70K
Shared
0.00
None
0.00
SLEEP NUMBER CORP
SOLEShares239.50K
TypeSH
Market value$2.03M
1.44%
Sole
239.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 92.80K | SH | $39.16M 27.84% | 92.80K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 432K | SH | $33.75M 24.00% | 432K | 0.00 | 0.00 |
ARCOS DORADOS HOLDINGS INCSOLE | SHS CLASS -A - | 3.47M | SH | $25.45M 18.09% | 3.47M | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 303.20K | SH | $13.57M 9.65% | 303.20K | 0.00 | 0.00 |
SMITHFIELD FOODS INCSOLE | COM | 450.80K | SH | $10.07M 7.16% | 450.80K | 0.00 | 0.00 |
MELCO RESORTS AND ENTMNT LTDSOLE | ADR | 1.07M | SH | $8.10M 5.76% | 1.07M | 0.00 | 0.00 |
ACADIAN ASSET MANAGEMENT INCSOLE | COM | 107.90K | SH | $5.07M 3.61% | 107.90K | 0.00 | 0.00 |
PROFICIENT AUTO LOGISTICS INSOLE | COM | 358.70K | SH | $3.46M 2.46% | 358.70K | 0.00 | 0.00 |
SLEEP NUMBER CORPSOLE | COM | 239.50K | SH | $2.03M 1.44% | 239.50K | 0.00 | 0.00 |