Holdings of BRIGHTLIGHT CAPITAL MANAGEMENT LP
7 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Consumer discretionary 38.0 %
- Unattributed 62.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 62.8 %
- KZ 37.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 6 | 46.4M $ | 62.77 % |
| 2 | KZ | 1 | 27.5M $ | 37.23 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Carvana Co | 89,263 | 28.1M $ | |
| 2 | Kaspi.KZ JSC | 371,235 | 27.5M $ | |
| 3 | HNI Corp | 262,900 | 8.8M $ | |
| 4 | Acadian Asset Management Inc | 100,200 | 5.5M $ | |
| 5 | Proficient Auto Logistics Inc | 288,700 | 2M $ | |
| 6 | Hilton Grand Vacations Inc | 45,780 | 1.8M $ | |
| 7 | Sleep Number Corp | 179,400 | 322K $ |