Brightlight Capital Management as of March 31, 2026
Portfolio Holdings for Brightlight Capital Management
Brightlight Capital Management holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 27.7 | $28M | 89k | 314.38 | |
| Arcos Dorados Hldgs Shs Class -a - (ARCO) | 27.1 | $28M | 3.3M | 8.25 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 27.1 | $28M | 371k | 74.07 | |
| HNI Corporation (HNI) | 8.7 | $8.8M | 263k | 33.39 | |
| Brightsphere Investment Group (AAMI) | 5.4 | $5.5M | 100k | 54.42 | |
| Proficient Auto Logistics In (PAL) | 1.9 | $2.0M | 289k | 6.78 | |
| Hilton Grand Vacations (HGV) | 1.8 | $1.8M | 46k | 39.12 | |
| Sleep Number Corp | 0.3 | $322k | 179k | 1.79 |
