BRIGHTLIGHT CAPITAL MANAGEMENT LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PROFICIENT AUTO LOGISTICS IN | 0 | 290,077 | +290,077 | 0 | 1,998,631 | 1.21% | +1,998,631 |
| SLEEP NUMBER CORP | 1,111,700 | 1,111,700 | 0 | 7,509,534 | 7,804,134 | 4.72% | +294,600 |
| ACADIAN ASSET MANAGEMENT INC(AAMI) | 200,000 | 150,100 | -49,900 | 7,048,000 | 7,228,816 | 4.37% | +180,816 |
| ARCOS DORADOS HOLDINGS INC(ARCO) | 1,897,600 | 2,234,000 | +336,400 | 14,972,064 | 15,079,500 | 9.13% | +107,436 |
| HILTON GRAND VACATIONS INC(HGV) | 382,700 | 382,700 | 0 | 15,893,531 | 16,000,687 | 9.68% | +107,156 |
| SMITHFIELD FOODS INC(SFD) | 462,200 | 462,200 | 0 | 10,875,566 | 10,852,456 | 6.57% | -23,110 |
| D MARKET ELECTR SVCS & TRADI(HEPS) | 6,304,070 | 6,305,000 | +930 | 17,020,989 | 16,960,450 | 10.26% | -60,539 |
| MELCO RESORTS AND ENTMNT LTD(MLCO) | 1,598,900 | 1,235,300 | -363,600 | 11,560,047 | 11,327,701 | 6.86% | -232,346 |
| KASPI KZ JSC(KSPI) | 432,000 | 432,000 | 0 | 36,672,480 | 35,285,760 | 21.35% | -1,386,720 |
| VALARIS LTD(VAL) | 151,500 | 0 | -151,500 | 6,379,665 | 0 | — | -6,379,665 |
| CARVANA CO(CVNA) | 158,000 | 113,200 | -44,800 | 53,239,680 | 42,703,568 | 25.84% | -10,536,112 |