BRIGHTLIGHT CAPITAL MANAGEMENT LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BC BRIGHTLIGHT CAPITAL MANAGEMENT LP | Institutional Filer | ▼ 27.93% | $101.4M | 8 |
Current Portfolio Holdings
Showing all 8 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co. | Consumer Cyclical | 89K | $28.1M | 27.68% |
| 2 | ARCO | Arcos Dorados Holdings Inc. | Consumer Cyclical | 3.3M | $27.5M | 27.14% |
| 3 | KSPI | Joint Stock Company Kaspi.kz | Technology | 371K | $27.5M | 27.12% |
| 4 | HNI | HNI Corporation | Industrials | 263K | $8.8M | 8.66% |
| 5 | AAMI | Acadian Asset Management | Financial Services | 100K | $5.5M | 5.38% |
| 6 | PAL | Proficient Auto Logistics, Inc. Common Stock | Industrials | 289K | $2.0M | 1.93% |
| 7 | HGV | Hilton Grand Vacations Inc. | Consumer Cyclical | 46K | $1.8M | 1.77% |
| 8 | SNBR | Sleep Number Corporation | Consumer Cyclical | 179K | $322K | 0.32% |
Showing 1 to 8 of 8 holdings