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. Cloning the disclosed picks since 2020 would be -43% (-8.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show BRIGHTLIGHT CAPITAL MANAGEMENT LP's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned -41.1%, a 1.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Brightlight Capital Management LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Brightlight Capital Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 10 / 8 | $4.7B |
| STATE STREET CORP | 10 / 8 | $2.1B |
| JPMORGAN CHASE & CO | 10 / 8 | $819.8M |
| MORGAN STANLEY | 10 / 8 | $665.2M |
| UBS Group AG | 10 / 8 | $431.1M |
| GOLDMAN SACHS GROUP INC | 10 / 8 | $320.2M |
| WELLS FARGO & COMPANY/MN | 10 / 8 | $250.3M |
| BANK OF AMERICA CORP /DE/ | 10 / 8 | $244.1M |
Ranked by how many of Brightlight Capital Management LP's top 8 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Carvana Co CL A | $28.1M | 89.3K | 27.7% | ▼−3.8% Reduced · −4K sh | |
| 2 | Arcos Dorados Hldgs Inc SHS CLASS -A - | $27.5M | 3.33M | 27.1% | ▼−3.8% Reduced · −132K sh | |
| 3 | Kaspi KZ JSC SPONSORED ADS | $27.5M | 371.2K | 27.1% | ▼−14% Reduced · −61K sh | |
| 4 | Hni Corp COM | $8.8M | 262.9K | 8.7% | ▲New New position | |
| 5 | Acadian Asset Management Inc COM | $5.5M | 100.2K | 5.4% | ▼−7.1% Reduced · −8K sh | |
| 6 | Proficient Auto Logistics In COM | $2.0M | 288.7K | 1.9% | ▼−20% Reduced · −70K sh | |
| 7 | Hilton Grand Vacations Inc COM | $1.8M | 45.8K | 1.8% | ▼−85% Reduced · −257K sh | |
| 8 | Sleep Number Corp COM | $322K | 179.4K | 0.3% | ▼−25% Reduced · −60K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 8 | $101.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 9 | $140.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 10 | $165.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 10 | $181.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 9 | $148.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 8 | $136.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 13 | $207.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 12 | $187.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 12 | $176.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 10 | $138.6M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 10 | $142.4M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 9 | $122.5M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 10 | $220.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 12 | $236.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 10 | $139.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 12 | $159.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Jun 21, 2022 | 11 | $238.0M | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Feb 8, 2022 | 12 | $249.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 12 | $233.5M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 13 | $278.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 11 | $241.5M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 10 | $245.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 11 | $211.7M | 13F-HR |
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.