Brightlight Capital Management as of Dec. 31, 2025
Portfolio Holdings for Brightlight Capital Management
Brightlight Capital Management holds 9 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 27.8 | $39M | 93k | 422.02 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 24.0 | $34M | 432k | 78.13 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 18.1 | $25M | 3.5M | 7.34 | |
| Hilton Grand Vacations (HGV) | 9.6 | $14M | 303k | 44.75 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 7.2 | $10M | 451k | 22.33 | |
| Melco Resorts And Entmnt Adr (MLCO) | 5.8 | $8.1M | 1.1M | 7.57 | |
| Brightsphere Investment Group (AAMI) | 3.6 | $5.1M | 108k | 47.00 | |
| Proficient Auto Logistics In (PAL) | 2.5 | $3.5M | 359k | 9.64 | |
| Sleep Number Corp (SNBR) | 1.4 | $2.0M | 240k | 8.46 |
