Brightlight Capital Management as of Sept. 30, 2025
Portfolio Holdings for Brightlight Capital Management
Brightlight Capital Management holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 25.8 | $43M | 113k | 377.24 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 21.4 | $35M | 432k | 81.68 | |
| D Market Electr Svcs & Tradi Sponsored Ads (HEPS) | 10.3 | $17M | 6.3M | 2.69 | |
| Hilton Grand Vacations (HGV) | 9.7 | $16M | 383k | 41.81 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 9.1 | $15M | 2.2M | 6.75 | |
| Melco Resorts And Entmnt Adr (MLCO) | 6.9 | $11M | 1.2M | 9.17 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 6.6 | $11M | 462k | 23.48 | |
| Sleep Number Corp (SNBR) | 4.7 | $7.8M | 1.1M | 7.02 | |
| Brightsphere Investment Group (AAMI) | 4.4 | $7.2M | 150k | 48.16 | |
| Proficient Auto Logistics In (PAL) | 1.2 | $2.0M | 290k | 6.89 |
