BRIGHTLIGHT CAPITAL MANAGEMENT LP
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in BRIGHTLIGHT CAPITAL MANAGEMENT LP
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | CVNA | CARVANA CO | 27.68% | 28.063 M $ | 89263 | 2020/03/31 | -9.989 M $ | -25.51 % |
| 2026/03/31 | ARCO | ARCOS DORADOS HLDGS INC | 27.14% | 27.512 M $ | 3334760 | 2025/06/30 | 3.155 M $ | 12.40 % |
| 2026/03/31 | KKS.F | KASPI KZ JSC | 27.12% | 27.497 M $ | 371235 | 2024/03/31 | -1.037 M $ | -3.07 % |
| 2026/03/31 | HNI | HNI CORP | 8.66% | 8.778 M $ | 262900 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BSIG | ACADIAN ASSET MANAGEMENT INC | 5.38% | 5.453 M $ | 100200 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | PAL | PROFICIENT AUTO LOGISTICS IN | 1.93% | 1.957 M $ | 288700 | 2025/09/30 | -1.026 M $ | -29.67 % |
| 2026/03/31 | HGV | HILTON GRAND VACATIONS INC | 1.77% | 1.791 M $ | 45780 | 2024/03/31 | -1.707 M $ | -12.58 % |
| 2026/03/31 | SNBR | SLEEP NUMBER CORP | 0.32% | 322.023 K $ | 179400 | 2024/03/31 | -1.595 M $ | -78.72 % |
| 2026/03/31 | MLCO | MELCO RESORTS AND ENTMNT LTD | 0.00% | 0.000 $ | 0 | 2019/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SFD | SMITHFIELD FOODS INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |