Fund Holdings — BRIGHTLIGHT CAPITAL MANAGEMENT LP

Total Portfolio Value
$165.24M
Total Bought
$2.17M
Total Sold
$17.33M
Net Transaction
-$15.16M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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PROFICIENT AUTO LOGISTICS IN(PAL)0290,077+290,07701,9991.21%+1,999
SLEEP NUMBER CORP(SNBRQ)1,111,7001,111,70007,5107,8044.72%+295
ACADIAN ASSET MANAGEMENT INC(AAMI)200,000150,100-49,9007,0487,2294.37%+181
ARCOS DORADOS HOLDINGS INC(ARCO)1,897,6002,234,000+336,40014,97215,0809.13%+107
HILTON GRAND VACATIONS INC(HGV)382,700382,700015,89416,0019.68%+107
SMITHFIELD FOODS INC(SFD)462,200462,200010,87610,8526.57%-23
D MARKET ELECTR SVCS & TRADI(HEPS)6,304,0706,305,000+93017,02116,96010.26%-61
MELCO RESORTS AND ENTMNT LTD(MLCO)1,598,9001,235,300-363,60011,56011,3286.86%-232
KASPI KZ JSC(KSPI)432,000432,000036,67235,28621.35%-1,387
VALARIS LTD(VAL)151,5000-151,5006,3800—-6,380
CARVANA CO(CVNA)158,000113,200-44,80053,24042,70425.84%-10,536
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BRIGHTLIGHT CAPITAL MANAGEMENT LP — 13F Holdings — Q3 2025 | TickerTrail