Brightlight Capital Management LP Portfolio Holdings by Sector
Brightlight Capital Management LP
- $109 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$47,523
51.89% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
MLCO HGV 2 stocks |
$29,457
32.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
SNBR 1 stocks |
$7,048
7.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
VAL 1 stocks |
$5,947
6.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Airports & Air Services | Industrials
ASLE 1 stocks |
$1,616
1.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
KKS.F 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|