Fund HoldingsBRIGHTLIGHT CAPITAL MANAGEMENT LP

Total Portfolio Value
$147.98M
Total Bought
$44.78M
Total Sold
$16.54M
Net Transaction
+$28.24M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Melco Resorts & Entertainment(MLCO)02,873,100+2,873,100015,14110.23%+15,141
Carvana Co(CVNA)186,400227,300+40,90037,90647,52432.12%+9,618
Smithfield Foods Inc(SFD)0462,200+462,20009,4246.37%+9,424
D MARKET ELECTR SVCS & TRADI(HEPS)4,796,3966,022,840+1,226,44414,53317,16511.60%+2,632
Valaris Ltd(VAL)135,256151,500+16,2445,9845,9484.02%-36
Hilton Grand Vacations Inc(HGV)382,700382,700014,90614,3179.67%-589
KASPI KZ JSC(KSPI)320,900320,900030,39229,79620.13%-597
Aersale Corporation657,116215,779-441,3374,1401,6161.09%-2,524
Sleep Number Corp982,4881,111,700+129,21214,9737,0484.76%-7,925
PAN AMERN SILVER CORP(PAAS)693,1000-693,10014,0140-14,014
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