13FBOX
BRIGHTLIGHT CAPITAL MANAGEMENT LP · 13F Holdings
Options Calculator Rankings

BRIGHTLIGHT CAPITAL MANAGEMENT LP

No.9134 Data as of 2026Q1
Latest AUM (Q1 2026)
$101.4M
QoQ Change Q4 2025
-$39.3M-27.9%
Holdings
8
New Buys
1
Adds
0
Reduces
7
Exits
2
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2026 ValueQ1 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CCARVANA CO CL ACVNA
27.68%27.84%$28.1M89,263$39.2M92,800-3,537-3.81%Reduce
ARCOS DORADOS HLDGS INCARCO
27.14%18.09%$27.5M3.3M$25.4M3.5M-132,040-3.81%Reduce
KKASPI KZ JSCKSPI
27.12%24%$27.5M371,235$33.8M432,000-60,765-14.07%Reduce
HHNI CORPHNI
8.66%$8.8M262,900$00+262,900New Buy
AACADIAN ASSET MANAGEMENT INCAAMI
5.38%3.61%$5.5M100,200$5.1M107,900-7,700-7.14%Reduce
PPROFICIENT AUTO LOGISTICS INC COMPAL
1.93%2.46%$2.0M288,700$3.5M358,700-70,000-19.51%Reduce
HHILTON GRAND VACATIONS INCHGV
1.77%9.65%$1.8M45,780$13.6M303,200-257,420-84.90%Reduce
SSLEEP NUMBER CORP COMSNBRQ
0.32%1.44%$322,023179,400$2.0M239,500-60,100-25.09%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow