Filed: 5/15/2026ACC: 0001802838-26-000004
📋 What this filing means
BRIGHTLIGHT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $101.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$101.37M
Total AUM (reported)
4.67M
Total Shares
Allocation by class
CL A$28.06M27.7%
SHS CLASS -A -$27.51M27.1%
SPONSORED ADS$27.50M27.1%
COM$18.30M18.1%
Portfolio Concentration
Top 3$83.07M81.9%
4–10$18.30M18.1%
Top 3 weight
81.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.67M
Sole
Full voting authority
4.67M
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)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
CARVANA CO
SOLEShares89.26K
TypeSH
Market value$28.06M
27.68%
Sole
89.26K
Shared
0.00
None
0.00
ARCOS DORADOS HLDGS INC
SOLEShares3.33M
TypeSH
Market value$27.51M
27.14%
Sole
3.33M
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares371.24K
TypeSH
Market value$27.50M
27.12%
Sole
371.24K
Shared
0.00
None
0.00
HNI CORP
SOLEShares262.90K
TypeSH
Market value$8.78M
8.66%
Sole
262.90K
Shared
0.00
None
0.00
ACADIAN ASSET MANAGEMENT INC
SOLEShares100.20K
TypeSH
Market value$5.45M
5.38%
Sole
100.20K
Shared
0.00
None
0.00
PROFICIENT AUTO LOGISTICS IN
SOLEShares288.70K
TypeSH
Market value$1.96M
1.93%
Sole
288.70K
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
SOLEShares45.78K
TypeSH
Market value$1.79M
1.77%
Sole
45.78K
Shared
0.00
None
0.00
SLEEP NUMBER CORP
SOLEShares179.40K
TypeSH
Market value$322.0K
0.32%
Sole
179.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 89.26K | SH | $28.06M 27.68% | 89.26K | 0.00 | 0.00 |
ARCOS DORADOS HLDGS INCSOLE | SHS CLASS -A - | 3.33M | SH | $27.51M 27.14% | 3.33M | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 371.24K | SH | $27.50M 27.12% | 371.24K | 0.00 | 0.00 |
HNI CORPSOLE | COM | 262.90K | SH | $8.78M 8.66% | 262.90K | 0.00 | 0.00 |
ACADIAN ASSET MANAGEMENT INCSOLE | COM | 100.20K | SH | $5.45M 5.38% | 100.20K | 0.00 | 0.00 |
PROFICIENT AUTO LOGISTICS INSOLE | COM | 288.70K | SH | $1.96M 1.93% | 288.70K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 45.78K | SH | $1.79M 1.77% | 45.78K | 0.00 | 0.00 |
SLEEP NUMBER CORPSOLE | COM | 179.40K | SH | $322.0K 0.32% | 179.40K | 0.00 | 0.00 |