BRIGHTLIGHT CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCO | 3.47M | $25.45M |
 | MLCO | 1.07M | $8.10M |
 | SFD | 451K | $10.07M |
 | PAL | 359K | $3.46M |
 | HGV | 303K | $13.57M |
 | SNBR | 240K | $2.03M |
 | CVNA | 93K | $39.16M |
Arcos Dorados Holdings Inc.
ARCO
Shares Held
3.47M
Value
$25.45M
Melco Resorts & Entertainment Limited
MLCO
Shares Held
1.07M
Value
$8.10M
SMITHFIELD FOODS INC
SFD
Shares Held
451K
Value
$10.07M
Proficient Auto Logistics, Inc. Common Stock
PAL
Shares Held
359K
Value
$3.46M
Hilton Grand Vacations Inc.
HGV
Shares Held
303K
Value
$13.57M
Sleep Number Corporation
SNBR
Shares Held
240K
Value
$2.03M
Carvana Co.
CVNA
Shares Held
93K
Value
$39.16M