BRIGHTLIGHT CAPITAL MANAGEMENT LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HNI CORP(HNI) | 0 | 262,900 | +262,900 | 0 | 8,778,231 | 8.66% | +8,778,231 |
| ARCOS DORADOS HLDGS INC(ARCO) | 3,466,800 | 3,334,760 | -132,040 | 25,446,312 | 27,511,770 | 27.14% | +2,065,458 |
| ACADIAN ASSET MANAGEMENT INC(AAMI) | 107,900 | 100,200 | -7,700 | 5,071,300 | 5,452,884 | 5.38% | +381,584 |
| PROFICIENT AUTO LOGISTICS IN | 358,700 | 288,700 | -70,000 | 3,457,868 | 1,957,386 | 1.93% | -1,500,482 |
| SLEEP NUMBER CORP | 239,500 | 179,400 | -60,100 | 2,026,170 | 322,023 | 0.32% | -1,704,147 |
| KASPI KZ JSC(KSPI) | 432,000 | 371,235 | -60,765 | 33,752,160 | 27,497,376 | 27.12% | -6,254,784 |
| MELCO RESORTS AND ENTMNT LTD(MLCO) | 1,070,400 | 0 | -1,070,400 | 8,102,928 | 0 | — | -8,102,928 |
| SMITHFIELD FOODS INC(SFD) | 450,800 | 0 | -450,800 | 10,066,364 | 0 | — | -10,066,364 |
| CARVANA CO(CVNA) | 92,800 | 89,263 | -3,537 | 39,163,456 | 28,062,502 | 27.68% | -11,100,954 |
| HILTON GRAND VACATIONS INC(HGV) | 303,200 | 45,780 | -257,420 | 13,568,200 | 1,790,914 | 1.77% | -11,777,286 |