Arkolith/Funds/Brightlight Capital Management LP

Brightlight Capital Management LP

CIK 1802838
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Brightlight Capital Management LP holds a concentrated book of 8 stocks worth $101.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened HNI CORP and trimmed CARVANA CO. Their largest long position is CARVANA CO at 28% of the equity book.

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Use Arkolith to show BRIGHTLIGHT CAPITAL MANAGEMENT LP's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
0
existing
Trimmed
7
reduced
Sold out
2
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
96%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

29% mapped to company sectors

ETF / fund or unclassified
71%
Industrials
29%
Consumer Discretionary
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • HNI CORP
    ▲New$8.8M
Trimmed / exited
  • HILTON GRAND VACATIONS INC
    ▼−85%$10.1M
  • JSC KASPI.KZ ADRKSPI
    ▼−14%$4.5M
  • CARVANA CO
    ▼−3.8%$1.1M
  • ARCOS DORADOS HLDGS INC
    ▼−3.8%$1.1M
  • PROFICIENT AUTO LOGISTICS INPAL
    ▼−20%$475K
  • ACADIAN ASSET MANAGEMENT INC
    ▼−7.1%$419K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

8 positions
#SecurityValueShares% PortLast moveHistory
1Carvana Co
CL A
$28.1M89.3K
27.7%
▼−3.8%
Reduced · −4K sh
2Arcos Dorados Hldgs Inc
SHS CLASS -A -
$27.5M3.33M
27.1%
▼−3.8%
Reduced · −132K sh
3Kaspi KZ JSC
SPONSORED ADS
$27.5M371.2K
27.1%
▼−14%
Reduced · −61K sh
4Hni Corp
COM
$8.8M262.9K
8.7%
▲New
New position
5Acadian Asset Management Inc
COM
$5.5M100.2K
5.4%
▼−7.1%
Reduced · −8K sh
6Proficient Auto Logistics In
COM
$2.0M288.7K
1.9%
▼−20%
Reduced · −70K sh
7Hilton Grand Vacations Inc
COM
$1.8M45.8K
1.8%
▼−85%
Reduced · −257K sh
8Sleep Number Corp
COM
$322K179.4K
0.3%
▼−25%
Reduced · −60K sh
Showing all 8 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20268$101.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20269$140.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202510$165.2M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202510$181.2M13F-HR
Q1 2025Mar 31, 2025May 15, 20259$148.0M13F-HR
Q4 2024Dec 31, 2024Feb 14, 20258$136.8M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202413$207.6M13F-HR
Q2 2024Jun 30, 2024Aug 14, 202412$187.0M13F-HR
Q1 2024Mar 31, 2024May 15, 202412$176.9M13F-HR
Q4 2023Dec 31, 2023Feb 14, 202410$138.6M13F-HR
Q3 2023Sep 30, 2023Nov 14, 202310$142.4M13F-HR
Q2 2023Jun 30, 2023Aug 14, 20239$122.5M13F-HR
Q1 2023Mar 31, 2023May 15, 202310$220.4M13F-HR
Q4 2022Dec 31, 2022Feb 14, 202312$236.1M13F-HR
Q3 2022Sep 30, 2022Nov 9, 202210$139.0M13F-HR
Q2 2022Jun 30, 2022Aug 10, 202212$159.6M13F-HR
Q1 2022Mar 31, 2022Jun 21, 202211$238.0M13F-HR/A
Q4 2021Dec 31, 2021Feb 8, 202212$249.9M13F-HR
Q3 2021Sep 30, 2021Nov 12, 202112$233.5M13F-HR
Q2 2021Jun 30, 2021Aug 13, 202113$278.9M13F-HR
Q1 2021Mar 31, 2021May 14, 202111$241.5M13F-HR
Q4 2020Dec 31, 2020Feb 16, 202110$245.9M13F-HR
Q3 2020Sep 30, 2020Nov 16, 202011$211.7M13F-HR
Amended / restated
  • Q1 2022 · filed May 10, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.