Brightlight Capital Management as of Dec. 31, 2019
Portfolio Holdings for Brightlight Capital Management
Brightlight Capital Management holds 12 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Melco Crown Entertainment (MLCO) | 13.0 | $17M | 711k | 24.17 | |
| Cardlytics (CDLX) | 13.0 | $17M | 273k | 62.86 | |
| Quanta Services (PWR) | 12.4 | $16M | 403k | 40.71 | |
| Pan American Silver Corp Can (PAAS) | 12.3 | $16M | 687k | 23.69 | |
| Grubhub | 9.2 | $12M | 250k | 48.64 | |
| Seaboard Corporation (SEB) | 7.8 | $10M | 2.4k | 4250.41 | |
| Northwest Pipe Company (NWPX) | 7.4 | $9.8M | 293k | 33.31 | |
| Select Energy Svcs Inc cl a (WTTR) | 7.3 | $9.7M | 1.0M | 9.28 | |
| Fiverr Intl Ltd ord (FVRR) | 6.8 | $9.0M | 382k | 23.50 | |
| At Home Group | 5.4 | $7.1M | 1.3M | 5.50 | |
| Argan (AGX) | 4.1 | $5.4M | 134k | 40.14 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 1.4 | $1.8M | 29k | 63.75 |
