BRIGHTLIGHT CAPITAL MANAGEMENT LP — 13F holdings

BRIGHTLIGHT CAPITAL MANAGEMENT LP reported 8 holdings worth $101M in its 13F filing for Q1 2026, filed May 15, 2026.

Largest positions

1. CVNA CARVANA CO — $28.1M (27.7%)
2. ARCO ARCOS DORADOS HOLDINGS INC — $27.5M (27.1%)
3. KSPI KASPI KZ JSC — $27.5M (27.1%)
4. HNI HNI CORP — $8.78M (8.7%)
5. AAMI ACADIAN ASSET MANAGEMENT INC — $5.45M (5.4%)
6. PAL PROFICIENT AUTO LOGISTICS IN — $1.96M (1.9%)
7. HGV HILTON GRAND VACATIONS INC — $1.79M (1.8%)
8. SNBRQ SLEEP NUMBER CORP — $322K (0.3%)