Brightlight Capital Management LP Portfolio Holdings

Brightlight Capital Management LP

  • $114 Million
  • Q3 2025

Brightlight Capital Management LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $114 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $42.7M, D Market Electronic Services & Trading with a value of $17.1M, Hilton Grand Vacations Inc. with a value of $16M, Arcos Dorados Holdings Inc. with a value of $15.1M, and Melco Resorts & Entertainment LTD with a value of $11.3M.

Examining the 13F form we can see an decrease of $17.8M in the current position value, from $132M to 114M.

Below you can find more details about Brightlight Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $114 Million
Consumer Cyclical: $92.9 Million
Financial Services: $3.83 Million
Technology: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.9B
$42.7 Million 37.5% of portfolio
113,200
Q3 2025 Reduced 28.35%
$0
$17.1 Million 15.06% of portfolio
6,305,000
Q3 2025 Added 0.01%
$4.63B
$16 Million 14.05% of portfolio
382,700
Q1 2024 New
$952M
$15.1 Million 13.24% of portfolio
2,234,000
Q3 2025 Added 17.73%
$4.14B
$11.3 Million 9.95% of portfolio
1,235,300
Q3 2025 Reduced 22.74%
$87.6M
$7.8 Million 6.85% of portfolio
1,111,700
Q1 2025 Added 13.15%
$1.06B
$3.83 Million 3.36% of portfolio
150,100
Q3 2025 Reduced 24.95%
Proficient Auto Logistics In
-
$0 0.0% of portfolio
-
Q3 2025 New
$13B
$0 0.0% of portfolio
-
Q2 2025 Added 34.62%
Smithfield Foods Inc
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $114 Million
  • Prior Value $132 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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