Brightlight Capital Management as of March 31, 2020
Portfolio Holdings for Brightlight Capital Management
Brightlight Capital Management holds 14 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cardlytics (CDLX) | 11.8 | $15M | 440k | 34.96 | |
| Quanta Services (PWR) | 11.7 | $15M | 481k | 31.73 | |
| Carvana Co cl a (CVNA) | 11.4 | $15M | 269k | 55.09 | |
| Pan American Silver Corp Can (PAAS) | 9.3 | $12M | 846k | 14.33 | |
| Melco Crown Entertainment (MLCO) | 8.8 | $12M | 925k | 12.40 | |
| Grubhub | 8.7 | $11M | 278k | 40.73 | |
| Fiverr Intl Ltd ord (FVRR) | 8.3 | $11M | 428k | 25.17 | |
| Argan (AGX) | 6.7 | $8.7M | 251k | 34.57 | |
| Northwest Pipe Company (NWPX) | 6.6 | $8.6M | 387k | 22.25 | |
| Adtalem Global Ed (ATGE) | 6.3 | $8.2M | 305k | 26.79 | |
| Seaboard Corporation (SEB) | 5.3 | $6.8M | 2.4k | 2812.60 | |
| Select Energy Svcs Inc cl a (WTTR) | 2.7 | $3.5M | 1.1M | 3.23 | |
| At Home Group | 1.7 | $2.3M | 1.1M | 2.02 | |
| Children's Place Retail Stores (PLCE) | 0.6 | $796k | 41k | 19.56 |
