Brightlight Capital Management LP Portfolio Holdings by Sector
Brightlight Capital Management LP
- $132 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$53,239
46.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
HGV MLCO 2 stocks |
$27,453
23.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
ARCO 1 stocks |
$14,972
13.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
SNBR 1 stocks |
$7,515
6.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
VAL 1 stocks |
$6,379
5.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BSIG 1 stocks |
$5,098
4.45% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
KKS.F 1 stocks |
$0
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|